WTPI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +30.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | 0 | 3.83M | $125.52M | +1 | −1 |
| Q1 2026 | 20 | 0 | 3.33M | $106.16M | +4 | −4 |
| Q4 2025 | 20 | 0 | 2.34M | $77.36M | — | — |
| Q3 2025 | 3 | 0 | 495.09K | $16.47M | — | — |
| Q2 2025 | 1 | — | 30 | $961 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.67M | +62.0% | $53.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 673.10K | +2.5% | $21.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 242.71K | +145.7% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 242.71K | +145.7% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 187.98K | +12.6% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 116.11K | +988.5% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 116.11K | +988.5% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 74.30K | +12.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 74.30K | +12.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cwm, Llc | 52.39K | +85.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 51.41K | +42.1% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 50.09K | Nuevo | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 47.79K | -52.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 34.38K | +42.4% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 34.41K | +46.4% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 23.73K | +71.1% | $757,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 12.06K | +23.7% | $384,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 6.57K | Nuevo | $209,742 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 5.71K | Nuevo | $182,238 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.22K | Nuevo | $70,713 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 348 | +866.7% | $11,105 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 348 | +866.7% | $11,105 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | 0.0% | $18 | 0.0% | Held | 2 | 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
| Jane Street Group, Llc | $1.60M | 0.0% |
| Cerity Partners LLC | $209,742 | 0.0% |
| Northwestern Mutual Wealth… | $182,238 | 0.0% |
| Fifth Third Bancorp | $70,713 | 0.0% |
Posición cerrada
| Rockefeller Capital… | $811,236 | era 0.0% |
| Susquehanna International… | $288,496 | era 0.0% |
| Pnc Financial Services Group… | $7,066 | era 0.0% |
| Blair William & Co/Il | $600 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 88 tenedores, 7.33M acciones, $232.33M 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.