WOLTERS KLUWER N V /FI - ADR (WTKWY)

CUSIP: 977874205

Q2 2021 13F Holders as of 30 Jun 2021

Type / Class
Equity / ADR
Total 13F shares
13,986
Share change
-349,641
Total reported value
$1,406,703
Price per share
$100.62
Number of holders
10
Value change
-$30,390,628
Number of buys
2
Number of sells
8

Quarterly Holders Quick Answers

What is CUSIP 977874205?
CUSIP 977874205 identifies WTKWY - WOLTERS KLUWER N V /FI - ADR in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of WTKWY - WOLTERS KLUWER N V /FI - ADR (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
PARAMETRIC PORTFOLIO ASSOCIATES LLC
13F
Company
class O/S missing
347,778
$30,205,000 31 Mar 2021
13F
Fisher Asset Management, LLC
13F
Company
class O/S missing
12,872
$1,121,000 31 Mar 2021
13F
CAPTRUST FINANCIAL ADVISORS
13F
Company
class O/S missing
2,371
$206,000 31 Mar 2021
13F
Private Capital Group, LLC
13F
Company
class O/S missing
421
$37,000 31 Mar 2021
13F
Copeland Capital Management, LLC
13F
Company
class O/S missing
44
$4,000 31 Mar 2021
13F
Sonora Investment Management, LLC
13F
Company
class O/S missing
40
$3,000 31 Mar 2021
13F
Sierra Capital LLC
13F
Company
class O/S missing
35
$3,000 31 Mar 2021
13F
Gemmer Asset Management LLC
13F
Company
class O/S missing
29
$3,000 31 Mar 2021
13F
Eudaimonia Partners, LLC
13F
Company
class O/S missing
23
$2,000 31 Mar 2021
13F
First Horizon Advisors, Inc.
13F
Company
class O/S missing
19
$1,000 31 Mar 2021
13F
Bartlett & Co. LLC
13F
Company
class O/S missing
7
$1,000 31 Mar 2021
13F
BARTLETT & CO. WEALTH MANAGEMENT LLC
13F
Company
class O/S missing
7
$610 31 Mar 2021
13F

Institutional Holders of WOLTERS KLUWER N V /FI - ADR (WTKWY) as of Q2 2021

As of 30 Jun 2021, WOLTERS KLUWER N V /FI - ADR (WTKWY) was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 13,986 shares. The largest 10 holders included Fisher Asset Management, LLC, CAPTRUST FINANCIAL ADVISORS, Private Capital Group, LLC, Steward Partners Investment Advisory, LLC, Copeland Capital Management, LLC, Sierra Capital LLC, MEEDER ASSET MANAGEMENT INC, Gemmer Asset Management LLC, BARTLETT & CO. WEALTH MANAGEMENT LLC, and Bartlett & Co. LLC. This page lists 10 institutional shareholders reporting positions in this security for the Q2 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2021 vs Q1 2021 Across Filers

Q1 2021 holders
11
Q2 2021 holders
10
Holder diff
-1
Investor Q1 2021 Shares Q2 2021 Shares Share Diff Share Chg % Q1 2021 Value $ Q2 2021 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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