WTAI
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.7% ·
Aktienfluss -0.1% ·
neue Nettopositionen +3.6%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +2 | 2.91M | $137.91M | +6 | −5 |
| Q1 2026 | 30 | +2 | 2.71M | $76.19M | +2 | n/a |
| Q4 2025 | 28 | +1 | 1.98M | $57.78M | +1 | n/a |
| Q3 2025 | 3 | 0 | 23.40K | $668,920 | n/a | n/a |
| Q2 2025 | 2 | -1 | 19.24K | $472,583 | n/a | −1 |
| Q1 2025 | 2 | +1 | 65.44K | $1.24M | +1 | n/a |
| Q4 2024 | 1 | -1 | 19.22K | $422,884 | n/a | −1 |
| Q3 2024 | 2 | 0 | 72.58K | $1.45M | +1 | −1 |
| Q2 2024 | 2 | n/a | 84.37K | $1.76M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 674.17K | n/a | $19.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 276.75K | n/a | $8.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 152.60K | n/a | $4.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 142.18K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 111.62K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 102.31K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 100.86K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 94.37K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 93.41K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 52.74K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 38.64K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 27.23K | n/a | $793,470 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 23.15K | n/a | $674,649 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Focus Partners Wealth | 18.58K | n/a | $541,532 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 14.15K | n/a | $412,489 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 13.74K | n/a | $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 | n/a | $266,432 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 7.93K | n/a | $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 | n/a | $113,585 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 3.50K | Neu | $101,961 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 2.00K | n/a | $58,280 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Simplex Trading, Llc | 1.78K | n/a | $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 | n/a | $13,579 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 164 | n/a | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 105 | n/a | $3,060 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| JPMorgan Chase | $101,961 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 119 Inhaber, 5.50M Anteile, $151.12M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.