WFCF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +4.8% ·
net new positions -11.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | -2 | 265.85K | $3.35M | — | −2 |
| Q1 2026 | 9 | -1 | 278.53K | $3.67M | — | −1 |
| Q4 2025 | 10 | +1 | 276.46K | $3.18M | +1 | — |
| Q3 2025 | 3 | 0 | 195.00K | $2.62M | — | — |
| Q2 2025 | 3 | 0 | 189.34K | $2.13M | — | — |
| Q1 2025 | 1 | 0 | 27.45K | $304,000 | — | — |
| Q4 2024 | 1 | 0 | 25.95K | $344,031 | — | — |
| Q3 2024 | 1 | 0 | 25.95K | $279,878 | — | — |
| Q2 2024 | 1 | — | 20.97K | $254,056 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 148.29K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 53.15K | 0.0% | $707,425 | 0.0% | Held | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 26.85K | +0.8% | $351,794 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 26.85K | +0.8% | $351,794 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Cetera Investment Advisers | 25.47K | +93.1% | $339,006 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Northern Trust Corp | 17.07K | -0.6% | $227,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Northern Trust Corp | 17.07K | -0.6% | $227,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 7.00K | +8.4% | $93,236 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 7.00K | +8.4% | $93,236 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 500 | 0.0% | $6,655 | 0.0% | Held | 2 | SEC ↗ |
| 11 | UBS Group AG | 191 | -28.5% | $2,542 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citigroup Inc | 1 | -98.3% | $13 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Bank Of America Corp /De/ | $23 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 21 holders, 615.40K shares, $8.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.