WDI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.8% ·
aandelenstroom +3.4% ·
netto nieuwe posities -4.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.41M | +1.4% | $59.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 964.08K | +5.4% | $12.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 686.93K | +29.3% | $9.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 427.37K | -0.7% | $5.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 249.56K | +15.8% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 245.74K | +41.6% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 243.12K | +9.0% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | First Trust Advisors Lp | 181.77K | +11.0% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 181.22K | +2.8% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 107.82K | -12.3% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 82.10K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 52.38K | +20.8% | $703,983 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 45.78K | +4.7% | $615,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 37.68K | -11.2% | $506,392 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 29.20K | +17.8% | $392,386 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 19.73K | Nieuw | $265,158 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 17.52K | -2.8% | $235,414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 14.55K | -1.6% | $195,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 14.54K | +0.9% | $195,451 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 14.34K | +6.5% | $188,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 10.29K | +0.2% | $138,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 10.00K | -1.2% | $134,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 8.24K | Nieuw | $110,757 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 1.83K | -25.9% | $24,669 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 185 | 0.0% | $2,486 | 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
| Citadel Advisors | $265,158 | 0.0% |
| Fifth Third Bancorp | $110,757 | 0.0% |
Verlaten
| Balyasny Asset Management L.P. | $1.23M | was 0.0% |
| Jane Street Group, Llc | $692,876 | was 0.0% |
| Susquehanna International… | $410,240 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 65 houders, 11.66M aandelen, $129.24M 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.
Open-market aankopen (P)
Other · 5.00K aand @ 11.88 · $59,415
Open-market verkopen (S)
Director · 9.00K aand · $118,080
Director · 3.22K aand · $42,418
Director · 3.75K aand · $49,283
Director · 6.91K aand · $90,786
Director · 3.75K aand · $50,512
Director · 3.00K aand · $40,560
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie