Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.
| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q1 2025 | Exited | −33K | – | −100.0% | 0 | May 14, 2025 |
| Q4 2024 | Reduced | −50K | – | −60.4% | 33K | Feb 13, 2025 |
| Q3 2024 | Reduced | −28K | – | −25.1% | 83K | Nov 13, 2024 |
| Q2 2024 | Reduced | −2K | – | −1.5% | 111K | Aug 9, 2024 |
| Q1 2024 | Added | +800 | – | +0.7% | 113K | May 13, 2024 |
| Q4 2023 | New | +112K | – | – | 112K | Feb 13, 2024 |
| Q2 2023 | Reduced | −19K | – | −43.6% | 25K | Aug 11, 2023 |
| Q1 2023 | Reduced | −69K | – | −60.9% | 44K | May 12, 2023 |
| Q4 2022 | Added | +35K | – | +44.6% | 114K | Feb 13, 2023 |
| Q3 2022 | Added | +4K | – | +5.1% | 79K | Nov 14, 2022 |
| Q2 2022 | Added | +57K | – | +318.4% | 75K | Aug 12, 2022 |
| Q1 2022 | Added | +8K | – | +73.8% | 18K | May 13, 2022 |
| Q4 2021 | Added | +600 | – | +6.2% | 10K | Feb 11, 2022 |
| Q3 2021 | New | +10K | – | – | 10K | Nov 12, 2021 |
Not currently. Jim Simons fully exited WLY in Q1 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jim Simons first disclosed a WLY position in Q3 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Yes. Jim Simons reduced and then fully exited WLY by Q1 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
None as of the latest filing: Jim Simons has exited WLY. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jim Simons began building the WLY position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
