证券记录 · 已归档季度
WCLD
名称等待档案录入
27被追踪持有人
-1Δ持有人
2.67M持有股份
$85.56M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -3.6% ·
股份流向 +19.5% ·
净新建仓位 -3.7%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.27M | -2.5% | $40.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Bank Of Nova Scotia | 713.47K | 新增 | $22.87M | 0.0% | New | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 157.53K | +55.4% | $5.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 157.53K | +55.4% | $5.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 157.53K | +55.4% | $5.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 157.53K | +55.4% | $5.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | UBS Group AG | 127.00K | +9.6% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 127.00K | +9.6% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 127.00K | +9.6% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 97.91K | -44.0% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 97.91K | -44.0% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 77.42K | +3456.3% | $2.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 77.42K | +3456.3% | $2.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 43.61K | +297.0% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 39.06K | -15.0% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 22.87K | -33.9% | $733,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 22.87K | -33.9% | $733,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 22.87K | -33.9% | $733,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wealthfront Advisers LLC | 19.16K | -36.1% | $614,127 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 18.80K | -16.9% | $602,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 15.30K | -19.3% | $490,551 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 14.71K | +94.2% | $471,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 14.71K | +94.2% | $471,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 14.11K | -17.9% | $452,309 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 14.11K | -17.9% | $452,309 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 8.00K | -3.7% | $256,522 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 8.00K | -3.7% | $256,522 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 7.94K | -28.9% | $254,460 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 7.89K | -86.0% | $252,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 7.51K | -8.9% | $240,770 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Franklin Resources Inc | 5.22K | 0.0% | $167,396 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.71K | 0.0% | $86,839 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.84K | -11.0% | $59,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 875 | +92.7% | $28,049 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Us Bancorp \De\ | 750 | 新增 | $24,042 | 0.0% | New | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 500 | 新增 | $16,028 | 0.0% | New | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 86 | 0.0% | $2,756 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 86 | 0.0% | $2,756 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 30 | 0.0% | $962 | 0.0% | Held | 2 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 10 | 0.0% | $332 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Bank Of Nova Scotia | $22.87M | 0.0% |
| Us Bancorp \De\ | $24,042 | 0.0% |
| Blair William & Co/Il | $16,028 | 0.0% |
已清仓
| Two Sigma Investments | $5.84M | 曾为 0.0% |
| Jane Street Group, Llc | $539,543 | 曾为 0.0% |
| Renaissance Technologies | $519,080 | 曾为 0.0% |
| D. E. Shaw & Co. | $214,435 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 92 持有人, 4.05M 股份, $110.14M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据