RWA WEALTH PARTNERS, LLC has added 108,756 shares of $IWD to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IWD.
$IWD Hedge Fund Activity
We have seen 740 institutional investors add shares of $IWD stock to their portfolio, and 663 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- M&T BANK CORP removed 3,740,244 shares (-99.7%) from their portfolio in Q4 2025, for an estimated $786,722,922
- PRUDENTIAL FINANCIAL INC added 1,162,986 shares (+43.9%) to their portfolio in Q3 2025, for an estimated $236,772,319
- UBS GROUP AG removed 1,067,150 shares (-13.9%) from their portfolio in Q4 2025, for an estimated $224,464,331
- ENVESTNET ASSET MANAGEMENT INC added 1,053,096 shares (+15.7%) to their portfolio in Q4 2025, for an estimated $221,508,212
- FMR LLC added 1,018,449 shares (+11.5%) to their portfolio in Q3 2025, for an estimated $207,346,031
- MORGAN STANLEY added 703,830 shares (+2.0%) to their portfolio in Q3 2025, for an estimated $143,292,749
- DIAMOND HILL CAPITAL MANAGEMENT INC added 554,669 shares (+24828.5%) to their portfolio in Q4 2025, for an estimated $116,669,077
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $IWD ticker page for more data.
