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Security record · archived quarter

WKHS

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
21Tracked holders
-2Δ holders
186.54KShares held
$563,324Reported value
+2New positions
−4Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -8.7% · share flow +28.2% · net new positions -9.5% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 6 $18 n/a n/a
Q2 2026 19 -1 419.21K $1.29M +2 −3
Q1 2026 21 -2 186.54K $563,324 +2 −4
Q4 2025 23 -1 81.02K $412,343 +1 −2
Q3 2025 7 0 587.70K $646,474 +2 −2
Q2 2025 5 +1 86.05K $94,661 +1 n/a
Q1 2025 1 -2 33.61K $61,848 n/a −2
Q4 2024 3 0 407.52K $284,352 n/a n/a
Q3 2024 2 0 312.09K $272,297 n/a n/a
Q2 2024 2 n/a 188.94K $297,431 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 84.41K n/a $254,918 0.0% n/c 1 SEC ↗
2 Geode Capital Management ✦ (passive) 50.73K +199.3% $153,216 0.0% ▲ Add 8 SEC ↗ ×2
3 BlackRock ✦ (passive) 32.23K 0.0% $97,347 0.0% ▼ Trim 4 SEC ↗ ×2
4 Millennium Management ✦ 18.81K New $56,818 0.0% New 1 SEC ↗
5 Group One Trading Llc 142 -82.0% $429 0.0% ▼ Trim 2 SEC ↗
6 Morgan Stanley ✦ 43 -14.0% $131 0.0% ▼ Trim 3 SEC ↗ ×4
7 Osaic Holdings, Inc. 43 -10.4% $129 0.0% ▼ Trim 2 SEC ↗ ×2
8 Wells Fargo & Company/Mn 28 -6.7% $84 0.0% ▼ Trim 2 SEC ↗ ×2
9 Jones Financial Companies Lllp 22 +10.0% $61 0.0% ▲ Add 2 SEC ↗
10 JPMorgan Chase ✦ 18 0.0% $53 0.0% Held 3 SEC ↗ ×2
11 UBS Group AG 16 -99.8% $48 0.0% ▼ Trim 2 SEC ↗ ×3
12 TD Waterhouse Canada Inc. 7 +600.0% $19 0.0% ▲ Add 2 SEC ↗
13 Cwm, Llc 6 +20.0% $18 0.0% ▲ Add 2 SEC ↗
14 Northwestern Mutual Wealth… 5 +25.0% $15 0.0% ▲ Add 2 SEC ↗
15 Fidelity (FMR) ✦ 4 +300.0% $11 0.0% ▲ Add 2 SEC ↗
16 National Bank Of Canada /Fi/ 3 0.0% $9 0.0% Held 2 SEC ↗
17 Rockefeller Capital Management L.P. 2 -33.3% $6 0.0% ▼ Trim 2 SEC ↗
18 Us Bancorp \De\ 2 0.0% $6 0.0% Held 2 SEC ↗
19 Barclays Plc 1 0.0% $3 0.0% Held 2 SEC ↗
20 Citigroup Inc 1 0.0% $3 0.0% Held 2 SEC ↗
21 Royal Bank Of Canada 1 New $0 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Bnp Paribas Financial Markets $15,860 was 0.0%
Belvedere Trading LLC $596 was 0.0%
Bank Of America Corp /De/ $159 was 0.0%
Danske Bank A/S $61 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 213.79K shares, $767,062 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API