NEW YORK LIFE INVESTMENTS ET (WRND)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
5
Reporting holders
$16.8M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | $16.0M | 380,000 | 0.11% | 18q | +100.0%+$8.0M |
| GTS SECURITIES LLC | $556.0K | 13,190 | 0.01% | 2q | -24.8%-$182.9K |
| PFG Advisors | $211.4K | 5,016 | 0.01% | new | NEW |
| Ameritas Investment Partners, Inc. | $6.1K | 145 | 0.00% | 2q | +130.2%+$3.5K |
| MORGAN STANLEY | $42 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $16.8M | 398,352 | 1 | 2 | 1 | 0.0% |
| Q1 2026 | 4 | $7.4M | 207,593 | 3 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $7.0M | 190,000 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 3 | $7.5M | 208,644 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $6.7M | 205,688 | 1 | 0 | 0 | 0.0% |
| Q1 2025 | 3 | $6.1M | 208,219 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 4 | $6.1M | 207,131 | 1 | 0 | 0 | 0.0% |
| Q3 2024 | 4 | $6.5M | 212,271 | 0 | 2 | 0 | 0.0% |
| Q2 2024 | 4 | $6.1M | 208,986 | 0 | 1 | 0 | 0.0% |
| Q1 2024 | 4 | $6.0M | 207,921 | 0 | 1 | 1 | 0.0% |
| Q4 2023 | 7 | $7.2M | 273,751 | 2 | 0 | 3 | 0.0% |
| Q3 2023 | 5 | $7.3M | 304,317 | 3 | 1 | 0 | 0.0% |
| Q2 2023 | 3 | $15.9M | 634,324 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $4.8M | 208,011 | 1 | 0 | 0 | 0.0% |
| Q4 2022 | 2 | $3.8M | 190,002 | 1 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $3.5M | 190,000 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $190.0K | 190,000 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 2 | $9.2M | 380,000 | 2 | 0 | 0 | 0.0% |