证券记录 · 已归档季度
WTAI
名称等待档案录入
28被追踪持有人
+1Δ持有人
1.98M持有股份
$57.78M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.7% ·
股份流向 -0.1% ·
净新建仓位 +3.6%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 239.59K | $10.47M | n/a | n/a |
| Q2 2026 | 31 | +2 | 2.92M | $138.33M | +6 | −4 |
| 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 |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 ↗ |
"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
| JPMorgan Chase | $101,961 | 0.0% |
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): 119 持有人, 5.50M 股份, $151.12M 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