CUSIP: 95790A101 Class: CEF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Karpus Management, Inc. | 109,933 | $1,814 |
| Olistico Wealth, LLC | 1,468 | $24 |
| SRS Capital Advisors, Inc. | 2,302 | $38 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| 1607 Capital Partners, LLC | 325,361 | 380,260 | +54,899 (+16.9%) |
| SIT INVESTMENT ASSOCIATES INC | 470,621 | 767,986 | +297,365 (+63.2%) |
| WELLS FARGO & COMPANY/MN | 57,686 | 75,892 | +18,206 (+31.6%) |
| STIFEL FINANCIAL CORP | 10,218 | 16,530 | +6,312 (+61.8%) |
| AMERIPRISE FINANCIAL INC | 15,056 | 17,016 | +1,960 (+13.0%) |
| RAYMOND JAMES FINANCIAL INC | 90,667 | 91,821 | +1,154 (+1.3%) |
| JONES FINANCIAL COMPANIES LLLP | 3,525 | 3,759 | +234 (+6.6%) |
| Janney Montgomery Scott LLC | 29,485 | 30,485 | +1,000 (+3.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 84,690 | 36,582 | -48,108 (-56.8%) |
| UBS Group AG | 327,440 | 307,844 | -19,596 (-6.0%) |
| Rockefeller Capital Management L.P. | 13,798 | 2,979 | -10,819 (-78.4%) |
| GUGGENHEIM CAPITAL LLC | 134,148 | 128,519 | -5,629 (-4.2%) |
| WOLVERINE ASSET MANAGEMENT LLC | 58,261 | 54,363 | -3,898 (-6.7%) |
| BANK OF AMERICA CORP /DE/ | 26,952 | 24,905 | -2,047 (-7.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Shaker Financial Services, LLC | 26,623 | $446 |
| COMERICA BANK | 1,900 | $32 |
| SUMMIT SECURITIES GROUP LLC | 200 | $3 |
| NewEdge Advisors, LLC | 225 | $4 |
| FNY Investment Advisers, LLC | 300 | $0 |