WTKWY Institutional Ownership
Wolters Kluwer N.V.
1W: +1.4%
1M: +24.3%
3M: +13.2%
YTD: -7.2%
1Y: -27.7%
3Y: -22.0%
5Y: -5.7%
$95.72
-1.40 (-1.44%)
Weekly Expected Move ±3.7%
$91
$95
$99
$102
$106
Credit Risk of going bust: higher than 71% of companies Debt: 22.2% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $3.79 (down 96%), Wolters Kluwer N.V. would be worth roughly what it owes.
Total debt $6.14B against a stock market value of $21.51B.
Distance to default 3.37 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.72B (short-term plus half of long-term), stock volatility 62.6%; Altman Z'' 0.21. 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.
Total debt $6.14B against a stock market value of $21.51B.
Distance to default 3.37 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.72B (short-term plus half of long-term), stock volatility 62.6%; Altman Z'' 0.21. 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.
Overview
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Institutional Ownership — WTKWY
9
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
$7M
Total Invested
0
New Positions
2
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANYAN CAPITAL MANAGEMENT, INC. | 101,636 | $10M | +23,711 | +30.4% | 2Q | SEC ↗ |
| 2 | RHUMBLINE ADVISERS | 6,629 | $635K | -573 | -8.0% | 13Q | SEC ↗ |
| 3 | GAMMA Investing LLC | 2,049 | $196K | +273 | +15.4% | 11Q | SEC ↗ |
| 4 | Ancora Advisors LLC | 399 | $38K | — | +0.0% | 20Q | SEC ↗ |
| 5 | PNC Financial Services Group, Inc. | 101 | $10K | -5 | -4.7% | 15Q | SEC ↗ |
| 6 | Strive Financial Group ,LLC | 49 | $5K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Salomon & Ludwin, LLC | 12 | $1K | -211 | -94.6% | 5Q | SEC ↗ |
| 8 | YOUSIF CAPITAL MANAGEMENT, LLC | 0 | $0K | -2,619 | -100.0% | 17Q | SEC ↗ |
| 9 | First Command Advisory Services, Inc. | 0 | $0K | -265 | -100.0% | 1Q | SEC ↗ |
| 10 | Copeland Capital Management, LLC | 0 | $0K | -18 | -100.0% | 6Q | SEC ↗ |
| 11 | Westside Investment Management, Inc. | 0 | $0K | -162 | -100.0% | 4Q | SEC ↗ |
| 12 | Wealth Preservation Advisors, LLC | 0 | $0K | -24 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,619 | $251K |
| First Command Advisory Services, In | 265 | $25K |
| Westside Investment Management, Inc | 162 | $16K |
| Wealth Preservation Advisors, LLC | 24 | $2K |
| Copeland Capital Management, LLC | 18 | $2K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANYAN CAPITAL MANAGEMENT, INC. | +23,711 | +30.4% | 101,636 |
| GAMMA Investing LLC | +273 | +15.4% | 2,049 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RHUMBLINE ADVISERS | -573 | -8.0% | 6,629 |
| Salomon & Ludwin, LLC | -211 | -94.6% | 12 |
| PNC Financial Services Group, Inc. | -5 | -4.7% | 101 |