Registro do valor mobiliário · trimestre arquivado
WHG
nome aguardando ingestão de perfil
36Detentores rastreados
0Δ titulares
3.07MAções mantidas
$50.20MValor reportado
+1Novas posições
−1Saídas
Dados de momentum (gestores comparáveis): amplitude de detentores 0.0% · fluxo de ações -0.8% · novas posições líquidas 0.0% — fórmula
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 613.11K | +1.0% | $9.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Allspring Global Investments… | 613.11K | +1.0% | $9.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 509.42K | -0.7% | $8.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 509.42K | -0.7% | $8.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 509.42K | -0.7% | $8.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 509.42K | -0.7% | $8.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 509.42K | -0.7% | $8.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 509.42K | -0.7% | $8.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | GAMCO Investors ✦ | 443.80K | 0.0% | $7.31M | 0.1% | Held | 2 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 350.77K | -6.1% | $5.78M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 11 | Vanguard Capital Management Llc | 320.52K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 279.69K | +1.9% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 279.69K | +1.9% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 279.69K | +1.9% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 279.69K | +1.9% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passivo) | 160.30K | -1.8% | $2.64M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passivo) | 160.30K | -1.8% | $2.64M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passivo) | 88.40K | +1.9% | $1.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Northern Trust Corp | 69.26K | +5.4% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northern Trust Corp | 69.26K | +5.4% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northern Trust Corp | 69.26K | +5.4% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northern Trust Corp | 69.26K | +5.4% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 55.86K | +1.9% | $919,948 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 55.86K | +1.9% | $919,948 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Sei Investments Co | 31.66K | +31.3% | $521,424 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 21.44K | +1.1% | $353,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 21.44K | +1.1% | $353,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 21.44K | +1.1% | $353,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 18.10K | +8.9% | $299,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 15.82K | -19.3% | $260,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 15.82K | -19.3% | $260,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 15.82K | -19.3% | $260,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 15.82K | -19.3% | $260,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 15.82K | -19.3% | $260,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 15.82K | -19.3% | $260,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Charles Schwab Investment… | 15.35K | -16.4% | $252,732 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Connor, Clark & Lunn Investment… | 13.79K | +0.2% | $227,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 12.27K | +6.3% | $202,087 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Cerity Partners LLC | 10.41K | +0.2% | $171,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 10.41K | +0.2% | $171,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 6.68K | Novo | $110,102 | 0.0% | New | 1 | SEC ↗ |
| 42 | Rhumbline Advisers | 5.67K | -1.7% | $93,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 5.26K | -47.6% | $86,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 5.26K | -47.6% | $86,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 5.26K | -47.6% | $86,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 5.26K | -47.6% | $86,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | New York State Common Retirement… | 3.60K | 0.0% | $59,292 | 0.0% | Held | 2 | SEC ↗ |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.58K | +2.6% | $58,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 3.03K | -64.7% | $50,092 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 3.03K | -64.7% | $50,092 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Barclays Plc | 2.76K | -77.8% | $45,424 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Barclays Plc | 2.76K | -77.8% | $45,424 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | UBS Group AG | 2.52K | -34.4% | $41,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | UBS Group AG | 2.52K | -34.4% | $41,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | UBS Group AG | 2.52K | -34.4% | $41,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 1.62K | -16.4% | $26,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Legal & General Group Plc | 675 | 0.0% | $11,117 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Royal Bank Of Canada | 637 | -1.9% | $11,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 637 | -1.9% | $11,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 617 | -39.1% | $10,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 617 | -39.1% | $10,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 518 | -22.8% | $8,531 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | California State Teachers… | 403 | -11.8% | $6,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Citigroup Inc | 346 | +103.5% | $5,699 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 113 | -35.4% | $1,858 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 113 | -35.4% | $1,858 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Cwm, Llc | 51 | +240.0% | $840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 6 | -93.8% | $99 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Deutsche Bank Ag\ | $110,102 | 0.0% |
Encerrado
| Rockefeller Capital… | $1,274 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 68 detentores, 5.28M ações, $86.36M reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
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