WMK Institutional Ownership
Weis Markets, Inc.
1W: +0.9%
1M: +4.0%
3M: -2.6%
YTD: +18.7%
1Y: +13.2%
3Y: +21.3%
5Y: +53.7%
$75.90
-1.75 (-2.25%)
Weekly Expected Move ±3.7%
$73
$76
$79
$82
$85
Credit Risk of going bust: lower than 89% of companies Debt: 6.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.32 (down 99.6%), Weis Markets, Inc. would be worth roughly what it owes.
Total debt $130.4M against a stock market value of $1.88B.
Distance to default 13.32 (Merton model): prices to 2026-10-27, balance sheet 2026-06-27, debt counted $65.2M (short-term plus half of long-term), stock volatility 26.4%; Altman Z'' 6.36. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.32 (down 99.6%), Weis Markets, Inc. would be worth roughly what it owes.
Total debt $130.4M against a stock market value of $1.88B.
Distance to default 13.32 (Merton model): prices to 2026-10-27, balance sheet 2026-06-27, debt counted $65.2M (short-term plus half of long-term), stock volatility 26.4%; Altman Z'' 6.36. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WMK
214
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
$909M
Total Invested
38
New Positions
78
Increased
70
Reduced
13
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (229 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 1,998,715 | $152M | -6,890 | -0.3% | 102Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,218,454 | $92M | +101,149 | +9.1% | 8Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 846,751 | $64M | +1,739 | +0.2% | 2Q | SEC ↗ |
| 4 | AMERICAN CENTURY COMPANIES INC | 748,696 | $57M | +111,211 | +17.4% | 15Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 564,623 | $43M | +8,411 | +1.5% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 408,303 | $31M | +14,786 | +3.8% | 46Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 286,650 | $22M | +2,103 | +0.7% | 92Q | SEC ↗ |
| 8 | TWO SIGMA INVESTMENTS, LP | 276,844 | $21M | +48,326 | +21.1% | 19Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 269,835 | $20M | -2,377 | -0.9% | 76Q | SEC ↗ |
| 10 | Allianz Asset Management GmbH | 251,347 | $19M | +14,214 | +6.0% | 38Q | SEC ↗ |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 238,480 | $18M | -49,708 | -17.2% | 15Q | SEC ↗ |
| 12 | Sixth Street Partners Management Compa NEW | 238,480 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Qube Research & Technologies Ltd | 233,867 | $18M | +43,046 | +22.6% | 4Q | SEC ↗ |
| 14 | UBS Group AG | 213,315 | $16M | +96,212 | +82.2% | 47Q | SEC ↗ |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 179,795 | $14M | +7,865 | +4.6% | 3Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 179,715 | $14M | -61,654 | -25.5% | 15Q | SEC ↗ |
| 17 | MILLENNIUM MANAGEMENT LLC | 170,001 | $13M | -22,653 | -11.8% | 5Q | SEC ↗ |
| 18 | Creative Planning | 155,628 | $12M | +93,952 | +152.3% | 8Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 153,568 | $12M | +46,286 | +43.1% | 2Q | SEC ↗ |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 148,136 | $11M | -28,300 | -16.0% | 85Q | SEC ↗ |
| 21 | MORGAN STANLEY | 145,095 | $11M | -57,241 | -28.3% | 60Q | SEC ↗ |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 142,586 | $11M | -14,496 | -9.2% | 60Q | SEC ↗ |
| 23 | D. E. Shaw & Co., Inc. | 136,332 | $10M | +67,389 | +97.7% | 11Q | SEC ↗ |
| 24 | DZ BANK AG Deutsche Zentral Genossensc | 127,209 | $10M | -20,217 | -13.7% | 13Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 114,511 | $9M | -7,027 | -5.8% | 110Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC | 107,766 | $8M | +5,741 | +5.6% | 5Q | SEC ↗ |
| 27 | Empowered Funds, LLC | 105,011 | $8M | -14,496 | -12.1% | 13Q | SEC ↗ |
| 28 | TUDOR INVESTMENT CORP ET AL | 101,920 | $8M | -13,107 | -11.4% | 4Q | SEC ↗ |
| 29 | BARCLAYS PLC | 99,908 | $8M | +16,231 | +19.4% | 41Q | SEC ↗ |
| 30 | Nuveen, LLC | 73,291 | $6M | +38,755 | +112.2% | 6Q | SEC ↗ |
| 31 | Invesco Ltd. | 72,122 | $5M | -5,766 | -7.4% | 79Q | SEC ↗ |
| 32 | FIRST TRUST ADVISORS LP | 72,072 | $5M | +5,415 | +8.1% | 17Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 66,956 | $5M | +931 | +1.4% | 2Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 66,515 | $5M | +3,854 | +6.2% | 9Q | SEC ↗ |
| 35 | Numerai GP LLC | 55,686 | $4M | -3,228 | -5.5% | 2Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 55,127 | $4M | -17,683 | -24.3% | 15Q | SEC ↗ |
| 37 | Vestcor Inc | 53,170 | $4M | +6,400 | +13.7% | 25Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC NEW | 51,159 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 49,824 | $4M | +18,656 | +59.9% | 43Q | SEC ↗ |
| 40 | BNP PARIBAS FINANCIAL MARKETS | 45,205 | $3M | +5,583 | +14.1% | 46Q | SEC ↗ |
| 41 | Linden Thomas Advisory Services, LLC | 45,059 | $3M | +9,090 | +25.3% | 15Q | SEC ↗ |
| 42 | DARK FOREST CAPITAL MANAGEMENT LP | 42,613 | $3M | +12,218 | +40.2% | 6Q | SEC ↗ |
| 43 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. NEW | 35,025 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Vanguard Global Advisers, LLC | 32,117 | $2M | +3,300 | +11.5% | 2Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 31,481 | $2M | +19,413 | +160.9% | 6Q | SEC ↗ |
| 46 | MARTIN & CO INC /TN | 29,928 | $2M | -78 | -0.3% | 42Q | SEC ↗ |
| 47 | HRT FINANCIAL LP | 28,010 | $2M | +9,842 | +54.2% | 13Q | SEC ↗ |
| 48 | MARTINGALE ASSET MANAGEMENT L P | 27,316 | $2M | +2,400 | +9.6% | 32Q | SEC ↗ |
| 49 | Point72 Asset Management, L.P. | 27,135 | $2M | +7,076 | +35.3% | 3Q | SEC ↗ |
| 50 | Edgestream Partners, L.P. | 25,743 | $2M | -9,432 | -26.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 238,480 | $18M |
| Integrated Wealth Concepts LLC | 51,159 | $4M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 35,025 | $3M |
| PDT Partners, LLC | 21,700 | $2M |
| Man Group plc | 20,068 | $2M |
| Squarepoint Ops LLC | 17,432 | $1M |
| PRUDENTIAL FINANCIAL INC | 13,794 | $1M |
| Trexquant Investment LP | 12,094 | $918K |
| GSA CAPITAL PARTNERS LLP | 11,438 | $868K |
| Jain Global LLC | 6,963 | $528K |
| Watershed Asset Management, L.L.C. | 6,523 | $495K |
| Schonfeld Strategic Advisors LLC | 5,692 | $432K |
| Cerity Partners LLC | 5,420 | $411K |
| DRW Securities, LLC | 5,149 | $391K |
| Virtu Financial LLC | 4,334 | $329K |
| Magnetar Financial LLC | 4,167 | $316K |
| Jupiter Topco LLC | 4,018 | $305K |
| Aigen Investment Management, LP | 3,357 | $255K |
| Brooklyn Investment Group | 3,285 | $249K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 3,150 | $239K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HENNESSY ADVISORS INC | 101,479 | $8M |
| MAVERICK CAPITAL LTD | 9,908 | $752K |
| CAXTON ASSOCIATES LLP | 7,831 | $594K |
| EntryPoint Capital, LLC | 6,239 | $474K |
| STRS OHIO | 4,900 | $372K |
| Lighthouse Investment Partners, LLC | 4,752 | $361K |
| BTG Pactual Asset Management US LLC | 3,423 | $260K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 3,390 | $257K |
| TrueMark Investments, LLC | 3,248 | $247K |
| Freestone Grove Partners LP | 3,107 | $236K |
| QUADRANT CAPITAL GROUP LLC | 520 | $39K |
| ACADIAN ASSET MANAGEMENT LLC | 433 | $33K |
| AMALGAMATED BANK | 431 | $33K |
| Torren Management, LLC | 408 | $31K |
| Blue Trust, Inc. | 362 | $27K |
| Destiny Wealth Partners, LLC | 223 | $17K |
| MAI Capital Management | 75 | $6K |
| Root Financial Partners, LLC | 74 | $6K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 68 | $5K |
| Kilter Group LLC | 18 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +111,211 | +17.4% | 748,696 |
| BlackRock, Inc. | +101,149 | +9.1% | 1,218,454 |
| UBS Group AG | +96,212 | +82.2% | 213,315 |
| Creative Planning | +93,952 | +152.3% | 155,628 |
| D. E. Shaw & Co., Inc. | +67,389 | +97.7% | 136,332 |
| TWO SIGMA INVESTMENTS, LP | +48,326 | +21.1% | 276,844 |
| CITADEL ADVISORS LLC | +46,286 | +43.1% | 153,568 |
| Qube Research & Technologies Ltd | +43,046 | +22.6% | 233,867 |
| Nuveen, LLC | +38,755 | +112.2% | 73,291 |
| Quantinno Capital Management LP | +19,413 | +160.9% | 31,481 |
| JPMORGAN CHASE & CO | +18,656 | +59.9% | 49,824 |
| XTX Topco Ltd | +17,650 | +302.5% | 23,485 |
| BARCLAYS PLC | +16,231 | +19.4% | 99,908 |
| Jefferies Financial Group Inc. | +14,875 | +388.9% | 18,700 |
| STATE STREET CORP | +14,786 | +3.8% | 408,303 |
| Allianz Asset Management GmbH | +14,214 | +6.0% | 251,347 |
| Engineers Gate Manager LP | +12,747 | +375.9% | 16,138 |
| DARK FOREST CAPITAL MANAGEMENT LP | +12,218 | +40.2% | 42,613 |
| HRT FINANCIAL LP | +9,842 | +54.2% | 28,010 |
| Linden Thomas Advisory Services, LL | +9,090 | +25.3% | 45,059 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -61,654 | -25.5% | 179,715 |
| MORGAN STANLEY | -57,241 | -28.3% | 145,095 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -49,708 | -17.2% | 238,480 |
| RENAISSANCE TECHNOLOGIES LLC | -28,300 | -16.0% | 148,136 |
| ExodusPoint Capital Management, LP | -26,862 | -64.4% | 14,834 |
| MILLENNIUM MANAGEMENT LLC | -22,653 | -11.8% | 170,001 |
| DZ BANK AG Deutsche Zentral Genosse | -20,217 | -13.7% | 127,209 |
| Y-Intercept (Hong Kong) Ltd | -18,178 | -55.4% | 14,646 |
| BANK OF AMERICA CORP /DE | -17,683 | -24.3% | 55,127 |
| Balyasny Asset Management L.P. | -16,372 | -53.8% | 14,061 |
| Empowered Funds, LLC | -14,496 | -12.1% | 105,011 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -14,496 | -9.2% | 142,586 |
| TUDOR INVESTMENT CORP ET AL | -13,107 | -11.4% | 101,920 |
| Edgestream Partners, L.P. | -9,432 | -26.8% | 25,743 |
| NORTHERN TRUST CORP | -7,027 | -5.8% | 114,511 |
| DIMENSIONAL FUND ADVISORS LP | -6,890 | -0.3% | 1,998,715 |
| Quantbot Technologies LP | -6,610 | -41.5% | 9,309 |
| Invesco Ltd. | -5,766 | -7.4% | 72,122 |
| Quadrature Capital Ltd | -4,155 | -28.6% | 10,393 |
| Numerai GP LLC | -3,228 | -5.5% | 55,686 |