your badges 52W Range $7–$9 17% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $7.64
52W Range $7–$9

WIA 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

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

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Annualized Payout≈$0.62Paid monthly
5Y Div CAGR≈9.9%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 23, 2026$0.05USD≈8.2%
Aug 24, 2026$0.05USD≈7.9%
Jul 24, 2026$0.05USD≈7.9%
Jun 23, 2026$0.05USD≈7.8%
May 21, 2026$0.05USD≈7.7%
Apr 23, 2026$0.05USD≈7.7%
Mar 24, 2026$0.05USD≈7.8%
Feb 20, 2026$0.05USD≈7.5%
Jan 23, 2026$0.05USD≈7.6%
Dec 23, 2025$0.05USD≈7.6%
Nov 20, 2025$0.05USD≈7.5%
Oct 24, 2025$0.05USD≈7.3%
Sep 23, 2025$0.05USD≈7.3%
Aug 22, 2025$0.05USD≈7.3%
Jul 24, 2025$0.05USD≈7.3%
Jun 23, 2025$0.05USD≈7.3%
May 22, 2025$0.05USD≈7.4%
Apr 23, 2025$0.05USD≈7.4%
Mar 24, 2025$0.05USD≈7.3%
Feb 21, 2025$0.05USD≈7.3%

Institutional owners (13F) 54 filers · $100.1M total · As of June 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 54
Value held $100.1M
New positions 4
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-5 vs prior Q) 3 (-2 vs prior Q) 11 (-3 vs prior Q) 16 (0 vs prior Q) +605K

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
Karpus Management, Inc. $70,314,726 8,648,798 70.23% Shares
Baird Financial Group, Inc. $3,976,944 489,169 3.97% Shares
Atlas Wealth LLC $3,741,101 460,160 3.74% Shares
Private Advisor Group, LLC $2,002,828 246,350 2.00% Shares
RHS Financial, LLC $1,880,934 231,357 1.88% Shares
STIFEL FINANCIAL CORP $1,429,733 175,858 1.43% Shares
Integrated Wealth Concepts LLC $1,342,019 165,070 1.34% Shares
Wakefield Asset Management LLLP $1,282,565 157,757 1.28% Shares
GUGGENHEIM CAPITAL LLC $1,183,997 145,633 1.18% Shares
Focus Partners Wealth $1,082,485 133,147 1.08% Shares
WELLS FARGO & COMPANY/MN $918,138 112,932 0.92% Shares
PenderFund Capital Management Ltd. $842,856 103,800 0.84% Shares
Dakota Wealth Management $839,741 103,289 0.84% Shares
BANK OF AMERICA CORP /DE/ $800,439 98,455 0.80% Shares
ROBERTS GLORE & CO INC /IL/ $787,179 96,824 0.79% Shares
MORGAN STANLEY $746,385 91,804 0.75% Shares
PFG Investments, LLC $595,929 73,300 0.60% Shares
Aviance Capital Partners, LLC $579,279 71,252 0.58% Shares
Rock Point Advisors, LLC $525,418 64,627 0.52% Shares
Almitas Capital LLC $461,231 56,732 0.46% Shares
Matisse Capital $430,292 53,254 0.43% Shares
LPL Financial LLC $362,229 44,555 0.36% Shares
GRACE & WHITE INC /NY $334,224 41,110 0.33% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $313,598 38,573 0.31% Shares
UBS Group AG $305,046 37,521 0.30% Shares
CAPSTONE INVESTMENT ADVISORS, LLC $272,745 33,548 0.27% Shares
Mezzasalma Advisors, LLC $266,590 32,791 0.27% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $252,932 31,111 0.25% Shares
Quadcap Wealth Management, LLC $221,502 27,245 0.22% Shares
ENVESTNET ASSET MANAGEMENT INC $206,261 25,370 0.21% Shares
&PARTNERS $206,254 25,370 0.21% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $168,698 20,750 0.17% Shares
Vestmark Advisory Solutions, Inc. $168,698 20,750 0.17% Shares
RAYMOND JAMES FINANCIAL INC $149,829 18,429 0.15% Shares
OPPENHEIMER & CO INC $147,324 18,121 0.15% Shares
UHLMANN PRICE SECURITIES, LLC $144,558 17,779 0.14% Shares
OSAIC HOLDINGS, INC. $126,479 15,557 0.13% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $111,329 13,693 0.11% Shares
WOLVERINE ASSET MANAGEMENT LLC $105,381 12,962 0.11% Shares
MELFA WEALTH MANAGEMENT, INC. $99,980 12,298 0.10% Shares
SMITH, MOORE & CO. $92,454 11,372 0.09% Shares
HighTower Advisors, LLC $84,828 10,434 0.08% Shares
Equitable Holdings, Inc. $83,202 10,234 0.08% Shares
Steward Partners Investment Advisory, LLC $42,276 5,200 0.04% Shares
ROYAL BANK OF CANADA $25,000 3,023 0.02% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $21,910 2,695 0.02% Shares
ROTHSCHILD INVESTMENT LLC $16,260 2,000 0.02% Shares
Fortis Group Advisors, LLC $7,041 866 0.01% Shares
CWM, LLC $6,060 750 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $3,252 400 0.00% Shares

Show all 54 institutional owners →

Activists & 5%+ owners 4 positions

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
KARPUS MANAGEMENT, INC. ×5 filings Oct. 1, 2026 38.14% Amendment · SEC
Karpus Management Inc. d/b/a Karpus Investment Management ×3 filings Sept. 18, 2024 · Initial filing · SEC
Cascade Investment, L.L.C., William H. Gates III ×18 filings Feb. 9, 2023 · Initial filing · SEC
Karpus Investment Management ×8 filings Feb. 10, 2021 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 10 insiders · 0 officers · 7 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Michael Larson Director Sept. 27, 2023 P 21,268 0 0 $0
Ronald E Toupin JR Director April 1, 2019 P 2,394 0 0 $0
Kenneth Fuller Director Jan. 14, 2014 P 2,000 0 0 $0
Jay R Gerken Director July 11, 2008 P 2,000 0 0 $0
Ronald Nyberg Director June 4, 2008 S 518 0 0 $0
Randolph L Kohn Director March 29, 2006 P 2,000 0 0 $0
Peter Erichsen Director March 9, 2004 P 250 0 0 $0
Stephen A Walsh · Feb. 27, 2012 S 0 0 0 $0
Carl L Eichstaedt · June 4, 2007 P 5,700 0 0 $0
Peter H Stutz · June 15, 2004 P 750 0 0 $0

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

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