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
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 ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 914.48K | n/a | $12.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 531.29K | n/a | $7.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 430.24K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 222.98K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 215.58K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 176.36K | -49.8% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 173.59K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | First Trust Advisors Lp | 163.75K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Invesco Ltd. | 122.92K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Balyasny Asset Management L.P. | 88.81K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 82.10K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 50.17K | n/a | $692,876 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Baird Financial Group, Inc. | 43.73K | n/a | $603,967 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 43.37K | n/a | $598,991 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 42.42K | n/a | $585,765 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 29.71K | n/a | $410,240 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 24.79K | n/a | $342,297 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 18.02K | n/a | $248,799 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 14.78K | n/a | $204,090 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 14.42K | +106.5% | $199,078 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mariner, LLC | 13.46K | n/a | $185,924 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 10.12K | n/a | $150,442 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 10.27K | n/a | $141,802 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 2.48K | n/a | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 185 | n/a | $2,555 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 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
持有该证券的受追踪机构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)
Sep 24
Buchanan Michael Carlton
Other · 5.00K 股 @ 11.88 · $59,415
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