证券记录
WTMF
名称等待档案录入
17被追踪持有人
0Δ持有人
2.30M持有股份
$93.86M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +6.6% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Mercer Global Advisors Inc… | $208,357 | 0.0% |
已清仓
| Jones Financial Companies Lllp | $4,149 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 81 持有人, 4.28M 股份, $168.20M 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
该证券的被追踪持有人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: Q2 2026 ·
方法论 ·
通过API获取此数据