WHG
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -10.0% ·
Aktienfluss -19.3% ·
neue Nettopositionen -11.1%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | 0 | 3.14M | $60.12M | +1 | −1 |
| Q1 2026 | 36 | 0 | 3.07M | $50.20M | +1 | −1 |
| Q4 2025 | 36 | +2 | 3.17M | $54.81M | +2 | — |
| Q3 2025 | 9 | -1 | 1.57M | $25.96M | — | −1 |
| Q2 2025 | 8 | -1 | 1.91M | $29.84M | — | −1 |
| Q1 2025 | 6 | -1 | 1.05M | $16.97M | — | −1 |
| Q4 2024 | 7 | +2 | 999.21K | $14.50M | +2 | — |
| Q3 2024 | 4 | -1 | 957.79K | $13.60M | — | −1 |
| Q2 2024 | 5 | — | 988.43K | $12.04M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 489.14K | +15.6% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 489.14K | +15.6% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 489.14K | +15.6% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 489.14K | +15.6% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 489.14K | +15.6% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 489.14K | +15.6% | $8.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passiv) | 397.26K | +2.9% | $6.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passiv) | 397.26K | +2.9% | $6.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | The Vanguard Group ✦ (passiv) | 397.26K | +2.9% | $6.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 388.66K | -3.2% | $6.41M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passiv) | 162.27K | +0.7% | $2.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passiv) | 162.27K | +0.7% | $2.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passiv) | 81.28K | +2.8% | $1.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 20.38K | — | $336,098 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 20.38K | — | $336,098 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 20.38K | — | $336,098 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 20.38K | — | $336,098 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 17.66K | — | $291,200 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 17.66K | — | $291,200 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 17.66K | — | $291,200 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 17.66K | — | $291,200 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 17.66K | — | $291,200 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 17.66K | — | $291,200 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | T. Rowe Price ✦ | 16.62K | 0.0% | $275,000 | 0.0% | Held | 6 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 358 | +5.3% | $5,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 358 | +5.3% | $5,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| GAMCO Investors | $6.93M | war 0.1% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 68 Inhaber, 5.28M Anteile, $86.36M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.