Effectdossier
WHG
naam in afwachting van profielverwerking
34Gevolgde houders
0Δ houders
3.14MGehouden aandelen
$60.12MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.2% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 592.57K | -3.4% | $11.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Allspring Global Investments… | 592.57K | -3.4% | $11.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 582.22K | +14.3% | $11.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 582.22K | +14.3% | $11.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 582.22K | +14.3% | $11.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 582.22K | +14.3% | $11.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 582.22K | +14.3% | $11.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 582.22K | +14.3% | $11.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | GAMCO Investors ✦ | 443.80K | 0.0% | $8.50M | 0.1% | Held | 3 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 328.56K | -6.3% | $6.30M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 11 | Vanguard Capital Management Llc | 327.03K | +2.0% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 284.45K | +1.7% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 284.45K | +1.7% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 284.45K | +1.7% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 284.45K | +1.7% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passief) | 172.48K | +7.6% | $3.31M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passief) | 172.48K | +7.6% | $3.31M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passief) | 87.00K | -1.6% | $1.68M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Northern Trust Corp | 55.53K | -19.8% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northern Trust Corp | 55.53K | -19.8% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northern Trust Corp | 55.53K | -19.8% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 46.31K | -17.1% | $887,299 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 46.31K | -17.1% | $887,299 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Sei Investments Co | 40.42K | +27.7% | $774,428 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | T. Rowe Price ✦ | 22.41K | +23.8% | $430,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 21.57K | +36.4% | $413,382 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 21.57K | +36.4% | $413,382 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 21.57K | +36.4% | $413,382 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 21.57K | +36.4% | $413,382 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 21.57K | +36.4% | $413,382 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 21.57K | +36.4% | $413,382 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 20.66K | -3.6% | $395,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 20.66K | -3.6% | $395,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 20.66K | -3.6% | $395,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 20.66K | -3.6% | $395,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Charles Schwab Investment… | 18.19K | +18.6% | $348,597 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Nuveen, LLC | 14.76K | Nieuw | $282,744 | 0.0% | New | 1 | SEC ↗ |
| 38 | Nuveen, LLC | 14.76K | Nieuw | $282,744 | 0.0% | New | 1 | SEC ↗ |
| 39 | Connor, Clark & Lunn Investment… | 13.79K | 0.0% | $264,140 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Cerity Partners LLC | 10.83K | +4.0% | $207,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Cerity Partners LLC | 10.83K | +4.0% | $207,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 8.63K | +64.3% | $165,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 8.63K | +64.3% | $165,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 8.63K | +64.3% | $165,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 8.63K | +64.3% | $165,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 7.73K | +15.6% | $148,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | UBS Group AG | 6.27K | +149.1% | $120,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | UBS Group AG | 6.27K | +149.1% | $120,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Rhumbline Advisers | 6.07K | +7.1% | $116,257 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 3.92K | +535.8% | $75,164 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | New York State Common Retirement… | 3.60K | 0.0% | $68,976 | 0.0% | Held | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 3.41K | +12.5% | $68,752 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 3.41K | +12.5% | $68,752 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 3.41K | +12.5% | $68,752 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Citigroup Inc | 3.45K | +896.8% | $66,083 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Citigroup Inc | 3.45K | +896.8% | $66,083 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.42K | -4.4% | $65,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Barclays Plc | 1.92K | -30.5% | $36,730 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Barclays Plc | 1.92K | -30.5% | $36,730 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 1.70K | +4.8% | $32,495 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Legal & General Group Plc | 675 | 0.0% | $12,933 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 674 | +30.1% | $12,923 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Royal Bank Of Canada | 583 | -8.5% | $12,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Royal Bank Of Canada | 583 | -8.5% | $12,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 192 | +69.9% | $3,675 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 192 | +69.9% | $3,675 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 180 | +2900.0% | $3,449 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Nuveen, LLC | $282,744 | 0.0% |
| Nuveen, LLC | $282,744 | 0.0% |
Verlaten
| Goldman Sachs Group | $202,087 | was 0.0% |
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.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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