WHF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -29.2% ·
share flow -1.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and 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 | 19 | +2 | 1.33M | $8.93M | +4 | −2 |
| Q1 2026 | 17 | -7 | 1.34M | $9.95M | +2 | −9 |
| Q4 2025 | 24 | -1 | 1.36M | $9.48M | — | −1 |
| Q3 2025 | 5 | +1 | 465.23K | $3.22M | +1 | — |
| Q2 2025 | 3 | 0 | 328.93K | $2.87M | +1 | −1 |
| Q1 2025 | 2 | -3 | 207.96K | $2.01M | — | −3 |
| Q4 2024 | 5 | +2 | 473.98K | $4.59M | +2 | — |
| Q3 2024 | 3 | -2 | 301.47K | $3.49M | — | −2 |
| Q2 2024 | 5 | — | 459.47K | $5.64M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 435.57K | +69.1% | $3.22M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 185.00K | 0.0% | $1.37M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Legal & General Group Plc | 169.07K | +3.9% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 114.84K | 0.0% | $849,831 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Marshall Wace ✦ | 76.27K | New | $564,369 | 0.0% | New | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 76.27K | New | $564,369 | 0.0% | New | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 72.95K | -43.0% | $539,800 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | LPL Financial LLC | 69.77K | +0.2% | $516,262 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Victory Capital Management Inc | 63.29K | New | $468,353 | 0.0% | New | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 37.93K | -11.9% | $280,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 35.00K | +26.7% | $258,976 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 35.00K | +26.7% | $258,976 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 35.00K | +26.7% | $258,976 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 31.54K | -24.5% | $233,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 31.54K | -24.5% | $233,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 31.54K | -24.5% | $233,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 22.43K | +11.7% | $165,951 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 22.43K | +11.7% | $165,951 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 14.92K | -19.9% | $110,439 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 14.92K | -19.9% | $110,439 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 12.64K | -8.6% | $94,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Simplex Trading, Llc | 1.58K | +4.6% | $11,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 1.10K | 0.0% | $8,140 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 255 | 0.0% | $1,884 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $564,369 | 0.0% |
| Marshall Wace | $564,369 | 0.0% |
| Victory Capital Management Inc | $468,353 | 0.0% |
Exited
| Jane Street Group, Llc | $929,382 | was 0.0% |
| Citadel Advisors | $457,296 | was 0.0% |
| Qube Research & Technologies… | $166,466 | was 0.0% |
| Hrt Financial Lp | $138,000 | was 0.0% |
| Northern Trust Corp | $117,511 | was 0.0% |
| Mariner, LLC | $94,930 | was 0.0% |
| Bnp Paribas Financial Markets | $24,186 | was 0.0% |
| Group One Trading Llc | $7,645 | was 0.0% |
| Cwm, Llc | $1,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 3.41M shares, $24.18M 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.