证券记录 · 已归档季度
WDI
名称等待档案录入
26被追踪持有人
0Δ持有人
7.79M持有股份
$107.60M报告持仓市值
+0新建仓位
−0清仓
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 -6.0% · 净新建仓位 0.0% — 公式
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025
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 | 24 | 0 | 8.07M | $109.44M | +2 | −2 |
| Q1 2026 | 25 | -1 | 8.06M | $108.22M | +2 | −3 |
| Q4 2025 | 26 | 0 | 7.79M | $107.60M | — | — |
| Q3 2025 | 3 | 0 | 5.04M | $74.15M | — | — |
| Q2 2025 | 1 | — | 26.72K | $396,480 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.35M | -7.1% | $60.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.35M | -7.1% | $60.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.35M | -7.1% | $60.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.35M | -7.1% | $60.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.35M | -7.1% | $60.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 914.48K | — | $12.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 914.48K | — | $12.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 531.29K | — | $7.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 531.29K | — | $7.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 430.24K | — | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 430.24K | — | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 222.98K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 215.58K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 176.36K | -49.8% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 173.59K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | First Trust Advisors Lp | 163.75K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 122.92K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 122.92K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Balyasny Asset Management L.P. | 88.81K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 82.10K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 50.17K | — | $692,876 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 50.17K | — | $692,876 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 43.73K | — | $603,967 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 43.37K | — | $598,991 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 42.42K | — | $585,765 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 29.71K | — | $410,240 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 24.79K | — | $342,297 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 18.02K | — | $248,799 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 18.02K | — | $248,799 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 14.78K | — | $204,090 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 14.42K | +106.5% | $199,078 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 13.46K | — | $185,924 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Lido Advisors, LLC | 10.12K | — | $150,442 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 10.27K | — | $141,802 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 2.48K | — | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 185 | — | $2,555 | 0.0% | n/c | 1 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 65 持有人, 11.66M 股份, $129.24M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 10
Kumar Nisha
Director · 9.00K 股 · $118,080
Aug 10
Kumar Nisha
Director · 3.22K 股 · $42,418
Aug 10
Kumar Nisha
Director · 3.75K 股 · $49,283
Aug 10
Kumar Nisha
Director · 6.91K 股 · $90,786
Mar 11
Kumar Nisha
Director · 3.75K 股 · $50,512
Mar 10
Kumar Nisha
Director · 3.00K 股 · $40,560
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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: Q4 2025 ·
方法论 ·
通过API获取此数据