Ritholtz Wealth Management
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Ritholtz Wealth Management’s Western New England Bancorp WNEB Stock Holding History

Ritholtz Wealth Management’s Portfolio WNEB Stock Details WNEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.35M Sell
98,527
-40,208
-29% -$560K 0.02% 556
2026
Q2 		$1.98M Sell
138,735
-13,400
-9% -$183K 0.03% 418
2026
Q1 		$1.97M Sell
152,135
-94
-0.1% -$1.23K 0.03% 379
2025
Q4 		$1.92M Buy
152,229
+4,873
+3% +$58.5K 0.04% 357
2025
Q3 		$1.77M Buy
147,356
+102,770
+230% +$1.17M 0.03% 366
2025
Q2 		$412K Buy
44,586
+34,270
+332% +$311K 0.01% 691
2025
Q1 		$95.9K Sell
10,316
-2,543
-20% -$23.5K ﹤0.01% 905
2024
Q4 		$118K Sell
12,859
-6,205
-33% -$55.9K ﹤0.01% 838
2024
Q3 		$162K Buy
19,064
+1,113
+6% +$9.1K ﹤0.01% 833
2024
Q2 		$124K Sell
17,951
-4,230
-19% -$28K ﹤0.01% 794
2024
Q1 		$170K Sell
22,181
-1,858
-8% -$15.4K 0.01% 751
2023
Q4 		$216K Buy
24,039
+1,917
+9% +$14.6K 0.01% 685
2023
Q3 		$144K Buy
22,122
+4,757
+27% +$30.1K 0.01% 662
2023
Q2 		$101K Sell
17,365
-6,241
-26% -$40.5K ﹤0.01% 654
2023
Q1 		$194K Buy
+23,606
New +$224K 0.01% 605

Other funds holding WNEB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Strategic Value Bank Partners
Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Ritholtz Wealth Management's WNEB Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Western New England Bancorp (WNEB) stake by 29% in Q3 2026, selling an estimated $560K and leaving 98,527 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #556.

Ritholtz Wealth Management first reported a position in WNEB in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.98M in Q2 2026. 76 funds tracked by Wall St. Rank hold WNEB as of Q3 2026.

  • Ritholtz Wealth Management held 98,527 shares of Western New England Bancorp worth $1.35M as of Q3 2026.
  • Ritholtz Wealth Management sold 40,208 Western New England Bancorp shares in Q3 2026, an estimated $560K.
  • Western New England Bancorp made up 0.02% of Ritholtz Wealth Management's portfolio in Q3 2026, its #556 holding.
  • Ritholtz Wealth Management first reported a position in Western New England Bancorp in Q1 2023 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Western New England Bancorp position peaked at $1.98M in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Western New England Bancorp as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.