WCLD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom +19.7% ·
netto nieuwe posities -7.7%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | Goldman Sachs Group ✦ | 1.27M | -2.5% | $40.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Bank Of Nova Scotia | 713.47K | Nieuw | $22.87M | 0.0% | New | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 157.53K | +55.4% | $5.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | UBS Group AG | 127.00K | +9.6% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 97.91K | -44.0% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 77.42K | +3456.3% | $2.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 43.61K | +297.0% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 39.06K | -15.0% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 22.87K | -33.9% | $733,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Wealthfront Advisers LLC | 19.16K | -36.1% | $614,127 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 18.80K | -16.9% | $602,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 15.30K | -19.3% | $490,551 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 14.71K | +94.2% | $471,382 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 14.11K | -17.9% | $452,309 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 8.00K | -3.7% | $256,522 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 7.89K | -86.0% | $252,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 7.51K | -8.9% | $240,770 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Franklin Resources Inc | 5.22K | 0.0% | $167,396 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 2.71K | 0.0% | $86,839 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1.84K | -11.0% | $59,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 875 | +92.7% | $28,049 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Us Bancorp \De\ | 750 | Nieuw | $24,042 | 0.0% | New | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 500 | Nieuw | $16,028 | 0.0% | New | 1 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 86 | 0.0% | $2,756 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 25 | Fifth Third Bancorp | 30 | 0.0% | $962 | 0.0% | Held | 2 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 10 | 0.0% | $332 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Bank Of Nova Scotia | $22.87M | 0.0% |
| Us Bancorp \De\ | $24,042 | 0.0% |
| Blair William & Co/Il | $16,028 | 0.0% |
Verlaten
| Two Sigma Investments | $5.84M | was 0.0% |
| Jane Street Group, Llc | $539,543 | was 0.0% |
| Renaissance Technologies | $519,080 | was 0.0% |
| HighTower Advisors, LLC | $304,973 | was 0.0% |
| D. E. Shaw & Co. | $214,435 | was 0.0% |
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.