WDIV
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -3.3% ·
flujo de acciones +7.0% ·
nuevas posiciones netas -3.4%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | 0 | 778.71K | $62.24M | +1 | −1 |
| Q1 2026 | 34 | +4 | 754.82K | $58.23M | +6 | −2 |
| Q4 2025 | 29 | -1 | 745.83K | $56.29M | — | −1 |
| Q3 2025 | 6 | +1 | 125.97K | $9.16M | +1 | — |
| Q2 2025 | 3 | 0 | 30.45K | $2.15M | +1 | −1 |
| Q1 2025 | 1 | +1 | 10.24K | $666,723 | +1 | — |
| Q2 2024 | 1 | — | 38.36K | $2.27M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 128.83K | — | $9.72M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 109.70K | +19.6% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Corient Private Wealth LP | 101.85K | — | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 101.85K | — | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 92.83K | — | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 92.83K | — | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 92.83K | — | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 92.83K | — | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (pasivo) | 63.60K | +119.3% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 39.05K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 34.15K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 34.15K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 32.29K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 30.69K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 30.69K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 30.69K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 21.03K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 19.70K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 17.28K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 14.62K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 12.03K | — | $907,342 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 5.65K | — | $426,143 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 4.62K | — | $348,485 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 3.78K | — | $285,423 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 3.47K | — | $261,798 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 3.33K | — | $251,646 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 3.04K | — | $229,583 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 1.53K | — | $115,478 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 965 | — | $73,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 905 | +4.6% | $68,301 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | BlackRock ✦ (pasivo) | 590 | 0.0% | $44,513 | 0.0% | Held | 3 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 144 | — | $10,849 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 84 | -50.6% | $6,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 56 | — | $4,225 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 1 | — | $75 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 1 | — | $49 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Citadel Advisors | $263,157 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 84 tenedores, 1.36M acciones, $104.17M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.