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

03
Price $9.85
52W Range $10–$11

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

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

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

06
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

Not enough fundamentals data to compute this ratio group yet.

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

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

13
Annualized Payout≈$0.84Paid monthly
5Y Div CAGR≈1.2%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 23, 2026$0.07USD≈8.4%
Aug 24, 2026$0.07USD≈8.1%
Jul 24, 2026$0.07USD≈8.1%
Jun 23, 2026$0.07USD≈8.0%
May 21, 2026$0.07USD≈8.0%
Apr 23, 2026$0.07USD≈7.9%
Mar 24, 2026$0.07USD≈8.1%
Feb 20, 2026$0.07USD≈7.6%
Jan 23, 2026$0.07USD≈7.6%
Dec 23, 2025$0.07USD≈7.6%
Nov 20, 2025$0.07USD≈7.6%
Oct 24, 2025$0.07USD≈7.5%
Sep 23, 2025$0.07USD≈7.5%
Aug 22, 2025$0.07USD≈7.7%
Jul 24, 2025$0.07USD≈7.8%
Jun 23, 2025$0.07USD≈7.8%
May 22, 2025$0.07USD≈7.9%
Apr 23, 2025$0.07USD≈7.7%
Mar 24, 2025$0.07USD≈7.6%
Feb 21, 2025$0.07USD≈7.7%

Institutional owners (13F) 40 filers · $60.5M total · As of Sept. 30, 2026

17

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 40
Value held $60.5M
New positions 6
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+2 vs prior Q) 1 (-4 vs prior Q) 13 (-1 vs prior Q) 12 (+1 vs prior Q) +402K

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 $23,368,318 2,194,208 38.62% Shares
Allspring Global Investments Holdings, LLC $5,217,850 489,939 8.62% Shares
LPL Financial LLC $4,484,427 421,073 7.41% Shares
RAYMOND JAMES FINANCIAL INC $3,866,663 363,067 6.39% Shares
Whipplewood Advisors, LLC $3,802,412 357,034 6.28% Shares
1607 Capital Partners, LLC $2,780,246 261,056 4.60% Shares
Private Advisor Group, LLC $2,223,610 208,789 3.68% Shares
Fiera Capital Corp $2,020,529 189,721 3.34% Shares
GUGGENHEIM CAPITAL LLC $1,418,590 133,201 2.34% Shares
Kestra Advisory Services, LLC $1,268,588 119,116 2.10% Shares
Invesco Ltd. $1,218,807 114,442 2.01% Shares
ProVise Management Group, LLC $1,197,188 112,412 1.98% Shares
BANK OF AMERICA CORP /DE/ $1,181,155 110,907 1.95% Shares
INVICTUS PRIVATE WEALTH, LLC $1,143,757 107,395 1.89% Shares
Insight Wealth Partners, LLC $851,480 79,951 1.41% Shares
Advisory Services Network, LLC $744,877 69,941 1.23% Shares
Integrated Wealth Concepts LLC $593,780 55,754 0.98% Shares
RIVERBRIDGE PARTNERS LLC $531,573 49,913 0.88% Shares
WOLVERINE ASSET MANAGEMENT LLC $439,227 41,242 0.73% Shares
Calamos Advisors LLC $397,565 37,330 0.66% Shares
COMMONWEALTH EQUITY SERVICES, LLC $330,760 31,057 0.55% Shares
CITADEL ADVISORS LLC $300,735 28,238 0.50% Shares
Smith Asset Management Co., LLC $195,609 18,367 0.32% Shares
MELFA WEALTH MANAGEMENT, INC. $184,044 17,281 0.30% Shares
ROYAL BANK OF CANADA $152,000 14,264 0.25% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $107,054 10,052 0.18% Shares
WELLS FARGO & COMPANY/MN $90,986 8,543 0.15% Shares
HARBOUR INVESTMENTS, INC. $87,639 8,229 0.14% Shares
Medallion Wealth Advisors, LLC $66,882 6,280 0.11% Shares
FIFTH THIRD BANCORP $53,783 5,050 0.09% Shares
UBS Group AG $45,827 4,303 0.08% Shares
COMERICA BANK $41,363 3,750 0.07% Shares
Noble Wealth Management PBC $36,354 3,650 0.06% Shares
OSAIC HOLDINGS, INC. $32,203 3,023 0.05% Shares
SIT INVESTMENT ASSOCIATES INC $11,098 1,042,022 0.02% Shares
IFP Advisors, Inc $9,521 894 0.02% Shares
Geneos Wealth Management Inc. $2,886 271 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,876 270 0.00% Shares
Janney Montgomery Scott LLC $256 24,068 0.00% Shares
HUNTINGTON NATIONAL BANK $11 1 0.00% Shares

Company insiders 8 insiders · 2 officers · 3 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Kenneth Fuller President and CEO June 27, 2014 P 1,000 0 0 $0
Marie K Karpinski Treasurer Feb. 18, 2004 P 500 0 0 $0
Ronald L Olson Director Jan. 20, 2023 S 2,000 0 0 $0
William E B Siart Director Dec. 21, 2022 P 10,000 0 0 $0
WESTERN ASSET MANAGEMENT CO · June 18, 2014 S 0 0 0 $0
Stephen A Walsh · Jan. 3, 2012 S 0 0 0 $0
Jay R Gerken · Sept. 20, 2007 P 2,000 0 0 $0
James V Nelson · May 27, 2005 S 12,100 0 0 $0

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

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.