WLDR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 34.62K | +303.2% | $1.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 34.50K | New | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 10.79K | +27.1% | $401,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 5.14K | New | $188,409 | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 4.34K | 0.0% | $161,402 | 0.0% | Held | 2 | SEC ↗ |
| 6 | Cwm, Llc | 1.27K | -19.1% | $47,380 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 474 | +126.8% | $17,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 401 | New | $14,913 | 0.0% | New | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 278 | 0.0% | $10,339 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $1.28M | 0.0% |
| Jones Financial Companies Lllp | $188,409 | 0.0% |
| UBS Group AG | $14,913 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 1.34M shares, $48.75M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.