证券记录 · 已归档季度
WDI
名称等待档案录入
25被追踪持有人
-1Δ持有人
8.06M持有股份
$108.22M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -3.8% ·
股份流向 +3.4% ·
净新建仓位 -4.0%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 ✦ (被动) | 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 | 新增 | $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 ↗ |
"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
| Citadel Advisors | $265,158 | 0.0% |
| Fifth Third Bancorp | $110,757 | 0.0% |
已清仓
| Balyasny Asset Management L.P. | $1.23M | 曾为 0.0% |
| Jane Street Group, Llc | $692,876 | 曾为 0.0% |
| Susquehanna International… | $410,240 | 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): 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: Q1 2026 ·
方法论 ·
通过API获取此数据