Y-Intercept (HK)’s Williams Companies WMB Stock Holding History

Y-Intercept (HK)’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	–	Sell	-30,588	Closed	-$2.23M	–	2221
2026 Q1	$2.23M	Buy	+30,588	New	+$2.12M	0.04%	666
2025 Q3	–	Sell	-80,551	Closed	-$5.06M	–	2105
2025 Q2	$5.06M	Buy	+80,551	New	+$4.76M	0.12%	216
2025 Q1	–	Sell	-47,148	Closed	-$2.55M	–	1651
2024 Q4	$2.55M	Buy	+47,148	New	+$2.54M	0.17%	160
2024 Q1	–	Sell	-30,745	Closed	-$1.07M	–	1811
2023 Q4	$1.07M	Buy	+30,745	New	+$1.08M	0.1%	295
2023 Q2	–	Sell	-52,837	Closed	-$1.58M	–	1771
2023 Q1	$1.58M	Buy	+52,837	New	+$1.63M	0.18%	141
2022 Q4	–	Sell	-63,910	Closed	-$1.83M	–	1396
2022 Q3	$1.83M	Buy	63,910 +40,015	+167%	+$1.3M	0.18%	158
2022 Q2	$746K	Buy	+23,895	New	+$825K	0.1%	305
2021 Q3	–	Sell	-56,269	Closed	-$1.49M	–	942
2021 Q2	$1.49M	Buy	56,269 +47,637	+552%	+$1.22M	0.38%	41
2021 Q1	$204K	Buy	+8,632	New	+$196K	0.05%	558

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Y-Intercept (HK)'s WMB Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 30,588 shares — an estimated $2.23M sold.

Y-Intercept (HK) first reported a position in WMB in Q1 2021 and held it in 9 quarters. The position peaked at $5.06M in Q2 2025. 398 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Y-Intercept (HK) reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 30,588 Williams Companies shares in Q2 2026, an estimated $2.23M.
Y-Intercept (HK) first reported a position in Williams Companies in Q1 2021 and held it in 9 quarters.
Y-Intercept (HK)'s Williams Companies position peaked at $5.06M in Q2 2025.
398 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.