证券记录 · 已归档季度
WDI
名称等待档案录入
24被追踪持有人
0Δ持有人
8.07M持有股份
$109.44M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.2% · 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 Q2 2026
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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.35M | -1.4% | $58.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.35M | -1.4% | $58.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.35M | -1.4% | $58.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.35M | -1.4% | $58.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 945.39K | -1.9% | $12.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 945.39K | -1.9% | $12.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 742.92K | +8.2% | $10.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 742.92K | +8.2% | $10.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 440.53K | +3.1% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 440.53K | +3.1% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 261.63K | +4.8% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 244.68K | +0.6% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 231.83K | -5.7% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | First Trust Advisors Lp | 193.46K | +6.4% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 188.34K | +3.9% | $2.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 82.10K | 0.0% | $1.11M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 70.96K | -34.2% | $962,177 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Invesco Ltd. | 70.96K | -34.2% | $962,177 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 60.76K | +16.0% | $823,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 47.32K | +3.4% | $641,619 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 37.65K | -0.1% | $510,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 30.53K | +4.6% | $414,031 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 29.00K | 新增 | $393,240 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 28.39K | 新增 | $384,941 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 28.39K | 新增 | $384,941 | 0.0% | New | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 20.05K | +14.4% | $271,822 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 19.23K | +32.2% | $260,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 14.42K | -0.9% | $195,474 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Mariner, LLC | 13.40K | -6.5% | $181,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 10.31K | +0.2% | $139,852 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 8.36K | +1.5% | $113,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 185 | 0.0% | $2,509 | 0.0% | Held | 3 | 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
| HighTower Advisors, LLC | $393,240 | 0.0% |
| Jane Street Group, Llc | $384,941 | 0.0% |
| Jane Street Group, Llc | $384,941 | 0.0% |
已清仓
| Citadel Advisors | $265,158 | 曾为 0.0% |
| Lido Advisors, LLC | $134,400 | 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
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: Q2 2026 ·
方法论 ·
通过API获取此数据