your badges 52W Range $8–$9 13% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $7.99
52W Range $8–$9

WIW 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≈$0.76Paid monthly
5Y Div CAGR≈15.2%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 23, 2026$0.06USD≈9.5%
Aug 24, 2026$0.06USD≈9.1%
Jul 24, 2026$0.06USD≈9.1%
Jun 23, 2026$0.06USD≈9.1%
May 21, 2026$0.06USD≈9.0%
Apr 23, 2026$0.06USD≈8.9%
Mar 24, 2026$0.06USD≈9.0%
Feb 20, 2026$0.06USD≈8.7%
Jan 23, 2026$0.06USD≈8.8%
Dec 23, 2025$0.06USD≈8.8%
Nov 20, 2025$0.06USD≈8.6%
Oct 24, 2025$0.06USD≈8.4%
Sep 23, 2025$0.06USD≈8.4%
Aug 22, 2025$0.06USD≈8.4%
Jul 24, 2025$0.06USD≈8.5%
Jun 23, 2025$0.06USD≈8.5%
May 22, 2025$0.06USD≈8.7%
Apr 23, 2025$0.06USD≈8.6%
Mar 24, 2025$0.06USD≈8.4%
Feb 21, 2025$0.06USD≈8.4%

Institutional owners (13F) 102 filers · $192.2M 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 102
Value held $192.2M
New positions 13
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 (0 vs prior Q) 9 (-4 vs prior Q) 41 (+12 vs prior Q) 17 (-10 vs prior Q) +403K

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 $64,128,137 7,634,301 33.36% Shares
Allspring Global Investments Holdings, LLC $9,032,251 1,075,268 4.70% Shares
PenderFund Capital Management Ltd. $8,389,475 998,747 4.36% Shares
Invesco Ltd. $7,589,946 903,565 3.95% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $7,358,392 875,999 3.83% Shares
BANK OF AMERICA CORP /DE/ $6,663,820 793,312 3.47% Shares
GUGGENHEIM CAPITAL LLC $6,517,644 775,910 3.39% Shares
Saba Capital Management, L.P. $6,332,836 753,909 3.29% Shares
1607 Capital Partners, LLC $5,947,637 708,052 3.09% Shares
Baird Financial Group, Inc. $4,844,902 576,774 2.52% Shares
LPL Financial LLC $4,761,574 566,854 2.48% Shares
HighTower Advisors, LLC $4,127,713 491,394 2.15% Shares
CAPSTONE INVESTMENT ADVISORS, LLC $3,887,083 462,748 2.02% Shares
Atlas Wealth LLC $3,491,183 415,617 1.82% Shares
GatePass Capital, LLC $3,205,860 381,650 1.67% Shares
FIRST TRUST ADVISORS LP $3,150,258 375,031 1.64% Shares
Waterloo Capital, L.P. $3,033,710 361,156 1.58% Shares
OSAIC HOLDINGS, INC. $2,419,104 287,983 1.26% Shares
RAYMOND JAMES FINANCIAL INC $2,416,877 287,724 1.26% Shares
RIVERBRIDGE PARTNERS LLC $2,116,840 252,005 1.10% Shares
STIFEL FINANCIAL CORP $2,045,066 243,461 1.06% Shares
Matisse Capital $1,945,800 230,000 1.01% Shares
TrueMark Investments, LLC $1,714,784 204,141 0.89% Shares
Atala Financial Inc $1,617,706 192,584 0.84% Shares
Summit Financial, LLC $1,458,081 173,581 0.76% Shares
Closed-End Fund Advisors, Inc. $1,319,690 157,106 0.69% Shares
Wakefield Asset Management LLLP $1,263,789 150,451 0.66% Shares
NWF Advisory Services Inc. $1,215,060 144,650 0.63% Shares
JANE STREET GROUP, LLC $1,162,938 138,445 0.60% Shares
Private Advisor Group, LLC $1,134,502 135,060 0.59% Shares
ROBERTS GLORE & CO INC /IL/ $1,039,214 123,716 0.54% Shares
WOLVERINE ASSET MANAGEMENT LLC $1,011,192 120,380 0.53% Shares
Dynamic Advisor Solutions LLC $967,678 115,200 0.50% Shares
Ionic Capital Management LLC $964,219 114,788 0.50% Shares
Cutler Capital Management, LLC $940,731 111,992 0.49% Shares
GRACE & WHITE INC /NY $822,872 97,961 0.43% Shares
OPPENHEIMER & CO INC $777,000 92,500 0.40% Shares
PFG Investments, LLC $708,502 84,345 0.37% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $700,669 83,413 0.36% Shares
Cetera Investment Advisers $634,087 75,486 0.33% Shares
HBW ADVISORY SERVICES LLC $609,445 72,553 0.32% Shares
ROYAL BANK OF CANADA $585,000 69,604 0.30% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $578,844 68,910 0.30% Shares
XTX Topco Ltd $571,670 68,056 0.30% Shares
ENVESTNET ASSET MANAGEMENT INC $547,605 65,191 0.28% Shares
UBS Group AG $530,460 63,150 0.28% Shares
COMERICA BANK $453,638 52,810 0.24% Shares
FIFTH THIRD BANCORP $408,290 48,606 0.21% Shares
READYSTATE ASSET MANAGEMENT LP $364,652 43,411 0.19% Shares
PVG ASSET MANAGEMENT CORP $348,709 41,513 0.18% Shares

Show all 102 institutional owners →

Activists & 5%+ owners 3 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
Cascade Investment, L.L.C., William H. Gates III ×17 filings Oct. 14, 2022 · Initial filing Passive investment SEC
Karpus Management, Inc., d/b/a Karpus Investment Management I.D. ×13 filings May 20, 2008 · Initial filing Passive investment SEC
July 7, 2006 · Initial filing Passive investment 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 15 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 14,547 0 0 $0
Ronald E Toupin JR Director April 1, 2019 P 2,413 0 0 $0
Kenneth Fuller Director Jan. 15, 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 3 0 0 $0
Randolph L Kohn Director June 15, 2006 P 7,000 0 0 $0
Peter Erichsen Director March 9, 2004 P 250 0 0 $0
Stephen A Walsh · Sept. 24, 2012 S 60,100 0 0 $0
James W Hirschmann III · Dec. 14, 2010 S 0 0 0 $0
Edward A Moody · June 6, 2007 P 18,500 0 0 $0
Carl L Eichstaedt · June 19, 2006 S 0 0 0 $0
Scott F Grannis · Oct. 19, 2005 P 11,000 0 0 $0
Keith J Gardner · July 16, 2004 P 4,000 0 0 $0
Jeffrey D Van Schiack · June 22, 2004 P 6,000 0 0 $0
Peter H Stutz · June 15, 2004 P 800 0 0 $0

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

ETF ownership Held by 2 ETFs

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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
CEFZ · Elevation Series Trust 3.88% 185,178 NS July 31, 2026 N-PORT
PCEF · Invesco Exchange-Traded Fund Trust … 0.84% 828,692 Oct. 1, 2026 Daily

Latest News Recent headlines mentioning this company

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Reminder - Western Asset/Claymore Inflation-Linked Opportunities & Income Fund (WIW) Goes Ex-Dividend Soon Nasdaq · 5 months, 1 week ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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