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Security record · archived quarter

WCLD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
28Tracked holders
+1Δ holders
1.20MShares held
$41.91MReported value
+1New positions
−0Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.7% · share flow -24.8% · net new positions +3.6%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 -1 2.67M $85.56M +3 −4
Q1 2026 29 +1 2.25M $61.35M +4 −3
Q4 2025 28 +1 1.20M $41.91M +1
Q3 2025 5 -2 1.10M $38.56M −2
Q2 2025 4 +1 213.14K $7.70M +1
Q1 2025 2 -1 13.27K $430,547 −1
Q4 2024 3 +1 107.88K $4.05M +2 −1
Q3 2024 2 0 89.54K $2.86M
Q2 2024 2 191.01K $6.03M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 195.96K -13.2% $6.86M 0.0% ▼ Trim 2 SEC ↗
2 Morgan Stanley 195.96K -13.2% $6.86M 0.0% ▼ Trim 2 SEC ↗
3 Goldman Sachs Group 190.28K -25.5% $6.66M 0.0% ▼ Trim 2 SEC ↗
4 Two Sigma Investments 171.39K +19.8% $6.00M 0.0% ▲ Add 3 SEC ↗
5 JPMorgan Chase 127.19K -72.9% $4.45M 0.0% ▼ Trim 2 SEC ↗
6 JPMorgan Chase 127.19K -72.9% $4.45M 0.0% ▼ Trim 2 SEC ↗
7 UBS Group AG 106.34K $3.72M 0.0% n/c 1 SEC ↗
8 UBS Group AG 106.34K $3.72M 0.0% n/c 1 SEC ↗
9 UBS Group AG 106.34K $3.72M 0.0% n/c 1 SEC ↗
10 LPL Financial LLC 57.78K $2.02M 0.0% n/c 1 SEC ↗
11 Wealthfront Advisers LLC 54.17K $1.90M 0.0% n/c 1 SEC ↗
12 Bank Of America Corp /De/ 40.45K $1.42M 0.0% n/c 1 SEC ↗
13 Bank Of America Corp /De/ 40.45K $1.42M 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 40.45K $1.42M 0.0% n/c 1 SEC ↗
15 Stifel Financial Corp 30.94K $1.08M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 30.88K $1.08M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 30.88K $1.08M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 30.88K $1.08M 0.0% n/c 1 SEC ↗
19 Wells Fargo & Company/Mn 28.20K $987,352 0.0% n/c 1 SEC ↗
20 Wells Fargo & Company/Mn 28.20K $987,352 0.0% n/c 1 SEC ↗
21 Cetera Investment Advisers 23.23K $813,178 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 16.55K $579,572 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 16.55K $579,572 0.0% n/c 1 SEC ↗
24 Osaic Holdings, Inc. 16.55K $579,572 0.0% n/c 1 SEC ↗
25 Cerity Partners LLC 15.30K $535,758 0.0% n/c 1 SEC ↗
26 Raymond James Financial Inc 14.01K $490,315 0.0% n/c 1 SEC ↗
27 Raymond James Financial Inc 14.01K $490,315 0.0% n/c 1 SEC ↗
28 D. E. Shaw & Co. 13.32K New $466,333 0.0% New 1 SEC ↗
29 Jane Street Group, Llc 13.27K $464,408 0.0% n/c 1 SEC ↗
30 Jane Street Group, Llc 13.27K $464,408 0.0% n/c 1 SEC ↗
31 Cwm, Llc 12.36K $433,000 0.0% n/c 1 SEC ↗
32 Susquehanna International Group, Llp 11.40K $399,184 0.0% n/c 1 SEC ↗
33 HighTower Advisors, LLC 11.16K $390,817 0.0% n/c 1 SEC ↗
34 Blair William & Co/Il 7.20K $251,897 0.0% n/c 1 SEC ↗
35 Commonwealth Equity Services, Llc 6.89K $241,150 0.0% n/c 1 SEC ↗
36 Wealth Enhancement Advisory… 6.32K $221,572 0.0% n/c 1 SEC ↗
37 Franklin Resources Inc 5.22K $182,822 0.0% n/c 1 SEC ↗
38 Fidelity (FMR) 3.08K -3.5% $107,926 0.0% ▼ Trim 3 SEC ↗
39 Northwestern Mutual Wealth… 2.71K $94,842 0.0% n/c 1 SEC ↗
40 Rockefeller Capital Management L.P. 1.41K $49,250 0.0% n/c 1 SEC ↗
41 Bank Of Montreal /Can/ 86 $3,011 0.0% n/c 1 SEC ↗
42 Bank Of Montreal /Can/ 86 $3,011 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

D. E. Shaw & Co. $466,333 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 4.05M shares, $110.14M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API