WTAI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +3.7% ·
flujo de acciones -0.1% ·
nuevas posiciones netas +3.6%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nuevo | $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 ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| JPMorgan Chase | $101,961 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 119 tenedores, 5.50M acciones, $151.12M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.