WTMF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +6.6% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | 0 | 2.30M | $93.86M | +1 | −1 |
| Q1 2026 | 17 | +4 | 2.16M | $85.53M | +5 | −1 |
| Q4 2025 | 13 | 0 | 2.10M | $79.81M | — | — |
| Q3 2025 | 2 | — | 1.17M | $44.27M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.15M | +3.5% | $46.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.15M | +3.5% | $46.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 502.05K | +5.4% | $20.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 276.62K | +2.8% | $11.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 76.05K | +13.6% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 71.81K | +6.1% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 71.81K | +6.1% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 71.81K | +6.1% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 45.56K | +124.3% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 37.27K | -1.7% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 37.27K | -1.7% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Assetmark, Inc | 30.91K | +29912.6% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 26.96K | -33.2% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 26.96K | -33.2% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 25.54K | +54.5% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS AM, a distinct business unit of… | 18.16K | 0.0% | $741,632 | 0.0% | Held | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 17.65K | -2.9% | $715,115 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 17.65K | -2.9% | $715,115 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 7.75K | +25.9% | $316,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 5.44K | -1.9% | $222,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 5.10K | Nieuw | $208,357 | 0.0% | New | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 3.17K | -0.8% | $130,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 666 | +57.5% | $27,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Mercer Global Advisors Inc… | $208,357 | 0.0% |
Verlaten
| Jones Financial Companies Lllp | $4,149 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 81 houders, 4.28M aandelen, $168.20M 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.