证券记录 · 已归档季度
WLKP
名称等待档案录入
24被追踪持有人
0Δ持有人
7.98M持有股份
$151.53M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -0.5% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 7.88M | $175.50M | n/a | −1 |
| Q1 2026 | 25 | +1 | 7.96M | $175.79M | +2 | −1 |
| Q4 2025 | 24 | 0 | 7.98M | $151.53M | n/a | n/a |
| Q3 2025 | 4 | 0 | 610.29K | $12.81M | n/a | n/a |
| Q2 2025 | 1 | 0 | 32.56K | $719,184 | n/a | n/a |
| Q1 2025 | 1 | 0 | 49.92K | $1.15M | n/a | n/a |
| Q4 2024 | 1 | 0 | 20.61K | $477,008 | n/a | n/a |
| Q3 2024 | 1 | 0 | 35.91K | $804,766 | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.04K | $475,038 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 4.97M | n/a | $94.48M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Clearbridge Investments, LLC | 633.57K | n/a | $12.04M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 586.88K | n/a | $11.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 520.39K | n/a | $9.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 256.95K | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Citigroup Inc | 215.96K | n/a | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 206.31K | -9.6% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 193.24K | +18.9% | $3.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | JPMorgan Chase ✦ | 94.45K | -49.9% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 74.48K | +140.3% | $1.42M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 66.58K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 33.71K | n/a | $640,453 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 22.85K | n/a | $434,192 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 18.39K | n/a | $349,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 16.14K | n/a | $306,558 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 15.14K | n/a | $287,693 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 14.40K | n/a | $273,614 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mariner, LLC | 12.09K | n/a | $229,679 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fayez Sarofim & Co | 11.50K | n/a | $218,500 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 7.75K | n/a | $147,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Simplex Trading, Llc | 995 | n/a | $18,905 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 440 | n/a | $8,363 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Jones Financial Companies Lllp | 126 | n/a | $2,401 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 65 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 56 持有人, 10.16M 股份, $222.49M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据