WHG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom +17.0% ·
netto nieuwe posities +5.6%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 606.81K | — | $10.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (passief) | 512.74K | +4.8% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | GAMCO Investors ✦ | 443.80K | Nieuw | $7.64M | 0.1% | New | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passief) | 398.35K | +0.3% | $6.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Renaissance Technologies ✦ | 373.46K | -3.9% | $6.43M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 274.52K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Geode Capital Management ✦ (passief) | 163.17K | +0.6% | $2.81M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | State Street Global Advisors ✦ (passief) | 86.73K | +6.7% | $1.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Northern Trust Corp | 65.73K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Bank Of America Corp /De/ | 54.84K | — | $943,761 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Sei Investments Co | 24.12K | — | $415,036 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 21.21K | — | $365,068 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Morgan Stanley ✦ | 19.61K | +11.0% | $337,476 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Charles Schwab Investment… | 18.34K | — | $315,700 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 16.62K | 0.0% | $287,000 | 0.0% | Held | 7 | SEC ↗ |
| 16 | Connor, Clark & Lunn Investment… | 13.76K | — | $236,758 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Barclays Plc | 12.40K | — | $213,335 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 11.54K | Nieuw | $198,655 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 10.39K | — | $178,761 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 10.03K | — | $172,654 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | JPMorgan Chase ✦ | 8.60K | -57.8% | $148,040 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Rhumbline Advisers | 5.76K | — | $99,210 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 3.84K | — | $66,086 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | New York State Common Retirement… | 3.60K | — | $61,956 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.49K | — | $60,097 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bnp Paribas Financial Markets | 1.94K | — | $33,301 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 1.01K | — | $17,433 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Legal & General Group Plc | 675 | — | $11,617 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 671 | — | $11,561 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 649 | — | $11,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 31 | California State Teachers… | 457 | — | $7,865 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 175 | -51.1% | $3,009 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Citigroup Inc | 170 | — | $2,925 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Pnc Financial Services Group, Inc. | 96 | — | $1,652 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 74 | — | $1,274 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 15 | — | $0 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| GAMCO Investors | $7.64M | 0.1% |
| Goldman Sachs Group | $198,655 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 68 houders, 5.28M aandelen, $86.36M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.