WCLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom -24.8% ·
netto nieuwe posities +3.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -1 | 2.66M | $85.31M | +3 | −5 |
| Q1 2026 | 29 | +1 | 2.25M | $61.35M | +4 | −3 |
| Q4 2025 | 28 | +1 | 1.20M | $41.91M | +1 | n/a |
| Q3 2025 | 5 | -2 | 1.10M | $38.56M | n/a | −2 |
| Q2 2025 | 4 | +1 | 213.14K | $7.70M | +1 | n/a |
| Q1 2025 | 2 | -1 | 13.27K | $430,547 | n/a | −1 |
| Q4 2024 | 3 | +1 | 107.88K | $4.05M | +2 | −1 |
| Q3 2024 | 2 | 0 | 89.54K | $2.86M | n/a | n/a |
| Q2 2024 | 2 | n/a | 191.01K | $6.03M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 195.96K | -13.2% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Goldman Sachs Group ✦ | 190.28K | -25.5% | $6.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 171.39K | +19.8% | $6.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 127.19K | -72.9% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 106.34K | n/a | $3.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 57.78K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealthfront Advisers LLC | 54.17K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 40.45K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Stifel Financial Corp | 30.94K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 30.88K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Wells Fargo & Company/Mn | 28.20K | n/a | $987,352 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 23.23K | n/a | $813,178 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 16.55K | n/a | $579,572 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Cerity Partners LLC | 15.30K | n/a | $535,758 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 14.01K | n/a | $490,315 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | D. E. Shaw & Co. ✦ | 13.32K | Nieuw | $466,333 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 13.27K | n/a | $464,408 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 12.36K | n/a | $433,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 11.40K | n/a | $399,184 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 11.16K | n/a | $390,817 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Blair William & Co/Il | 7.20K | n/a | $251,897 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 6.89K | n/a | $241,150 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 6.32K | n/a | $221,572 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Franklin Resources Inc | 5.22K | n/a | $182,822 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 3.08K | -3.5% | $107,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 2.71K | n/a | $94,842 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 1.41K | n/a | $49,250 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 86 | n/a | $3,011 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| D. E. Shaw & Co. | $466,333 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 92 houders, 4.05M aandelen, $110.14M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.