Security record
WCLD
name pending profile ingest
27Tracked holders
-1Δ holders
2.67MShares held
$85.56MReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -3.6% ·
share flow +19.5% ·
net new positions -3.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.27M | -2.5% | $40.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Bank Of Nova Scotia | 713.47K | New | $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 | New | $24,042 | 0.0% | New | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 500 | New | $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 ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank Of Nova Scotia | $22.87M | 0.0% |
| Us Bancorp \De\ | $24,042 | 0.0% |
| Blair William & Co/Il | $16,028 | 0.0% |
Exited
| Two Sigma Investments | $5.84M | was 0.0% |
| Jane Street Group, Llc | $539,543 | was 0.0% |
| Renaissance Technologies | $519,080 | was 0.0% |
| D. E. Shaw & Co. | $214,435 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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