Vident Advisory’s Williams Companies WMB Stock Holding History

Vident Advisory’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4M	Buy	183,672 +31,330	+21%	+$2.17M	0.11%	158
2025 Q4	$9.16M	Sell	152,342 -12,121	-7%	-$733K	0.08%	207
2025 Q3	$10.4M	Sell	164,463 -10,431	-6%	-$612K	0.1%	190
2025 Q2	$11M	Sell	174,894 -8,279	-5%	-$489K	0.12%	151
2025 Q1	$10.9M	Sell	183,173 -2,978	-2%	-$170K	0.16%	121
2024 Q4	$10.1M	Buy	186,151 +136,320	+274%	+$7.35M	0.18%	126
2024 Q3	$2.27M	Buy	49,831 +11,561	+30%	+$508K	0.06%	353
2024 Q2	$1.63M	Buy	38,270 +21,494	+128%	+$862K	0.04%	441
2024 Q1	$654K	Buy	16,776 +165	+1%	+$5.86K	0.01%	709
2023 Q4	$579K	Buy	16,611 +1,551	+10%	+$54.4K	0.01%	721
2023 Q3	$507K	Buy	+15,060	New	+$514K	0.02%	700

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vident Advisory's WMB Position: Q1 2026 in Review

Vident Advisory increased its Williams Companies (WMB) stake by 21% in Q1 2026, buying an estimated $2.17M and bringing the position to 183,672 shares worth $13.4M. The position accounts for 0.11% of the portfolio, ranked #158.

Vident Advisory first reported a position in WMB in Q3 2023 and has held it in 11 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Vident Advisory held 183,672 shares of Williams Companies worth $13.4M as of Q1 2026.
Vident Advisory bought 31,330 Williams Companies shares in Q1 2026, an estimated $2.17M.
Williams Companies made up 0.11% of Vident Advisory's portfolio in Q1 2026, its #158 holding.
Vident Advisory first reported a position in Williams Companies in Q3 2023 and has held it in 11 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.