WTAI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom -0.1% ·
netto nieuwe posities +3.6%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +2 | 2.91M | $137.91M | +6 | −5 |
| Q1 2026 | 30 | +2 | 2.71M | $76.19M | +2 | — |
| Q4 2025 | 28 | +1 | 1.98M | $57.78M | +1 | — |
| Q3 2025 | 3 | 0 | 23.40K | $668,920 | — | — |
| Q2 2025 | 2 | -1 | 19.24K | $472,583 | — | −1 |
| Q1 2025 | 2 | +1 | 65.44K | $1.24M | +1 | — |
| Q4 2024 | 1 | -1 | 19.22K | $422,884 | — | −1 |
| Q3 2024 | 2 | 0 | 72.58K | $1.45M | +1 | −1 |
| Q2 2024 | 2 | — | 84.37K | $1.76M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 674.17K | — | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 276.75K | — | $8.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 152.60K | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 142.18K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 111.62K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 102.31K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 100.86K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 94.37K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 93.41K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 52.74K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 38.64K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 27.23K | — | $793,470 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 23.15K | — | $674,649 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Focus Partners Wealth | 18.58K | — | $541,532 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 14.15K | — | $412,489 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 13.74K | — | $400,510 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 10.16K | -41.4% | $296,092 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 9.14K | — | $266,432 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 7.93K | — | $231,197 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 6.68K | +21.7% | $194,585 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Wells Fargo & Company/Mn | 3.90K | — | $113,585 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 3.50K | Nieuw | $101,961 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 2.00K | — | $58,280 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Simplex Trading, Llc | 1.78K | — | $51,752 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 570 | +0.3% | $16,606 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 466 | — | $13,579 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 164 | — | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 105 | — | $3,060 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| JPMorgan Chase | $101,961 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 119 houders, 5.50M aandelen, $151.12M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.