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 Q2	$13M	Sell	175,002 -8,670	-5%	-$638K	0.09%	201
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vident Advisory's WMB Position: Q2 2026 in Review

Vident Advisory reduced its Williams Companies (WMB) stake by 4.7% in Q2 2026, selling an estimated $638K and leaving 175,002 shares worth $13M. The position accounts for 0.09% of the portfolio, ranked #201.

Vident Advisory first reported a position in WMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.4M in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Vident Advisory held 175,002 shares of Williams Companies worth $13M as of Q2 2026.
Vident Advisory sold 8,670 Williams Companies shares in Q2 2026, an estimated $638K.
Williams Companies made up 0.09% of Vident Advisory's portfolio in Q2 2026, its #201 holding.
Vident Advisory first reported a position in Williams Companies in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's Williams Companies position peaked at $13.4M in Q1 2026.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.