SEC 13F Intelligence

WTKWYWOLTERS KLUWER

CUSIP 977874205 · Yahoo Finance ↗ · Google Finance ↗

Wolters Kluwer (WTKWY) has 10 institutional holders in Filings Flow’s 13F database, together reporting 10.2K shares worth $763,707 as of Q1 2026. The largest reported holders are Rhumbline Advisers, Yousif Capital Management, LLC, and Fulton Bank, N.a..

Institutional Holders
8
Q1 2026
Reported Value
$763,707
Ticker
WTKWY
Quarters Tracked
12

Ownership Trend

Institutional holders
Q4 ’18: 11Q4 ’18Q1 ’19: 12Q2 ’19: 11Q2 ’19Q3 ’19: 11Q2 ’21: 13Q2 ’21Q4 ’21: 15Q4 ’22: 10Q4 ’22Q1 ’25: 10Q2 ’25: 13Q2 ’25Q3 ’25: 11Q4 ’25: 8Q4 ’25Q1 ’26: 8filingsflow.com
Total reported value
Q4 ’18: $25MQ4 ’18Q1 ’19: $27MQ2 ’19: $29MQ2 ’19Q3 ’19: $30MQ2 ’21: $39MQ2 ’21Q4 ’21: $1.5BQ4 ’22: $755,056Q4 ’22Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $2MQ4 ’25: $597,132Q4 ’25Q1 ’26: $763,707filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FULTON BANK, N.A.$3.3B AUM0.01%$246,7501.8KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$133,1111.8KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$259,5952.6KQ4 2025OLDER
Strive Financial Group ,LLC$189M AUM0.00%$4,00049Q1 2026
Westside Investment Management, Inc.$653M AUM0.00%$12,247162Q1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$16,859223Q1 2026
Accent Capital Management, LLC$206M AUM0.00%$3,15523Q3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$2,49024Q4 2025OLDER
Ancora Advisors LLC$4.7B AUM0.00%$29,905399Q1 2026
Brooklyn Investment Group$3.2B AUM0.00%$4,69629Q2 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$539,7787.2KQ1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$10,01160Q2 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$2,00018Q2 2025OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$19,862265Q1 2026
Copeland Capital Management, LLC$4.5B AUM0.00%$1,86418Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$7,945106Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.