your badges 52W Range $12–$15 6% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

WDI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $11.85
52W Range $12–$15

WDI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$1.79Paid monthly
Growth Streak≈3Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 23, 2026$0.15USD≈14.9%
Aug 24, 2026$0.15USD≈14.0%
Jul 24, 2026$0.15USD≈13.6%
Jun 23, 2026$0.15USD≈13.4%
May 21, 2026$0.15USD≈13.3%
Apr 23, 2026$0.15USD≈13.1%
Mar 24, 2026$0.15USD≈13.6%
Feb 20, 2026$0.15USD≈12.6%
Dec 31, 2025$0.15USD≈14.0%
Dec 10, 2025$0.15USD≈12.7%
Nov 20, 2025$0.15USD≈12.7%
Oct 24, 2025$0.15USD≈12.3%
Sep 23, 2025$0.15USD≈11.9%
Aug 22, 2025$0.15USD≈11.9%
Jul 24, 2025$0.15USD≈12.0%
Jun 23, 2025$0.15USD≈12.3%
May 22, 2025$0.15USD≈12.3%
Apr 23, 2025$0.15USD≈13.0%
Mar 24, 2025$0.15USD≈12.1%
Feb 21, 2025$0.15USD≈11.8%

Institutional owners (13F) 72 filers · $127.2M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 72
Value held $127.2M
New positions 9
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (0 vs prior Q) 6 (-3 vs prior Q) 32 (+2 vs prior Q) 15 (-1 vs prior Q) -197K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $58,972,507 4,349,002 46.35% Shares
WELLS FARGO & COMPANY/MN $12,819,474 945,389 10.08% Shares
RAYMOND JAMES FINANCIAL INC $10,073,976 742,919 7.92% Shares
BANK OF AMERICA CORP /DE/ $5,973,634 440,533 4.70% Shares
Advisors Asset Management, Inc. $3,991,794 289,051 3.14% Shares
STIFEL FINANCIAL CORP $3,547,655 261,626 2.79% Shares
ROYAL BANK OF CANADA $3,318,000 244,675 2.61% Shares
GUGGENHEIM CAPITAL LLC $3,214,181 237,034 2.53% Shares
LPL Financial LLC $3,143,558 231,826 2.47% Shares
FIRST TRUST ADVISORS LP $2,623,263 193,456 2.06% Shares
JPMORGAN CHASE & CO $2,553,931 188,343 2.01% Shares
&PARTNERS $2,508,131 184,965 1.97% Shares
Rockefeller Capital Management L.P. $1,113,303 82,102 0.88% Shares
Invesco Ltd. $962,177 70,957 0.76% Shares
OPPENHEIMER & CO INC $889,333 65,585 0.70% Shares
NewEdge Advisors, LLC $873,299 64,403 0.69% Shares
Cetera Investment Advisers $823,851 60,756 0.65% Shares
Bramshill Investments, LLC $642,852 47,408 0.51% Shares
Baird Financial Group, Inc. $641,619 47,317 0.50% Shares
UBS Group AG $510,548 37,651 0.40% Shares
EVOLVE PRIVATE WEALTH, LLC $462,157 34,082 0.36% Shares
Steward Partners Investment Advisory, LLC $451,589 33,303 0.35% Shares
ENVESTNET ASSET MANAGEMENT INC $414,031 30,533 0.33% Shares
HighTower Advisors, LLC $393,240 29,000 0.31% Shares
JANE STREET GROUP, LLC $384,941 28,388 0.30% Shares
Closed-End Fund Advisors, Inc. $342,892 25,287 0.27% Shares
Concurrent Investment Advisors, LLC $330,905 24,403 0.26% Shares
Sanctuary Advisors, LLC $325,440 24,000 0.26% Shares
JOURNEY STRATEGIC WEALTH LLC $322,560 24,000 0.25% Shares
COFG Advisors, LLC $304,631 22,465 0.24% Shares
XTX Topco Ltd $303,188 22,359 0.24% Shares
Centurion Wealth Management LLC $293,321 21,631 0.23% Shares
OSAIC HOLDINGS, INC. $271,822 20,046 0.21% Shares
Shaker Financial Services, LLC $265,560 19,584 0.21% Shares
COMMONWEALTH EQUITY SERVICES, LLC $260,780 19,231 0.20% Shares
Private Advisor Group, LLC $216,646 15,977 0.17% Shares
Global Retirement Partners, LLC $203,522 15,009 0.16% Shares
SeaCrest Wealth Management, LLC $197,067 14,533 0.15% Shares
BlackRock, Inc. $195,474 14,416 0.15% Shares
Mariner, LLC $181,650 13,396 0.14% Shares
Laird Norton Wetherby Wealth Management, LLC $167,694 11,400 0.13% Shares
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $160,754 11,855 0.13% Shares
Sovran Advisors, LLC $154,838 11,865 0.12% Shares
Merit Financial Group, LLC $152,713 11,262 0.12% Shares
Focus Financial Network, Inc. $144,156 10,631 0.11% Shares
TRUIST FINANCIAL CORP $139,852 10,314 0.11% Shares
COMERICA BANK $139,297 10,087 0.11% Shares
Allie Family Office LLC $135,600 10,000 0.11% Shares
FIFTH THIRD BANCORP $113,411 8,363 0.09% Shares
CoreCap Advisors, LLC $102,513 7,560 0.08% Shares

Show all 72 institutional owners →

Company insiders 5 insiders · 0 officers · 4 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Nisha Kumar Director March 11, 2026 S 0 0 6 $-391,623
Hillary A Sale Director Nov. 20, 2025 P 1,410 1 0 $20,036
Anthony Grillo Director May 27, 2025 P 750 0 0 $0
CRONIN DANIEL P Director June 21, 2024 P 6,365 0 0 $0
Michael Carlton Buchanan · Sept. 24, 2026 P 20,000 1 0 $59,400

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
CVY · Invesco Exchange-Traded Fund Trust 0.55% 54,823 Oct. 2, 2026 Daily

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