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 menor
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 | 31 | +2 | 2.92M | $138.33M | +6 | −4 |
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 4 | Bank Of America Corp /De/ | 152.60K | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 152.60K | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 142.18K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 142.18K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 111.62K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 102.31K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 100.86K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 94.37K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 94.37K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 93.41K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 93.41K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 93.41K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 52.74K | — | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 38.64K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 27.23K | — | $793,470 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 23.15K | — | $674,649 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 18.58K | — | $541,532 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 14.15K | — | $412,489 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 13.74K | — | $400,510 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 10.16K | -41.4% | $296,092 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 9.14K | — | $266,432 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 7.93K | — | $231,197 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 6.68K | +21.7% | $194,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 6.68K | +21.7% | $194,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 3.90K | — | $113,585 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 3.90K | — | $113,585 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 3.50K | Nuevo | $101,961 | 0.0% | New | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 2.00K | — | $58,280 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 1.78K | — | $51,752 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 570 | +0.3% | $16,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 570 | +0.3% | $16,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 466 | — | $13,579 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 164 | — | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 105 | — | $3,060 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.