WLDR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +24.8% ·
net new positions -14.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 84.32K | +144.4% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 12.26K | +13.7% | $569,938 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 6.61K | New | $306,997 | 0.0% | New | 1 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 5.14K | 0.0% | $235,894 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 4.20K | -3.2% | $195,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 278 | 0.0% | $12,919 | 0.0% | Held | 4 | SEC ↗ |
| 7 | Assetmark, Inc | 202 | -57.4% | $9,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $306,997 | 0.0% |
Exited
| Citadel Advisors | $1.29M | was 0.0% |
| UBS Group AG | $14,913 | was 0.0% |
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.