WTPI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +30.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 4 | Cetera Investment Advisers | 187.98K | +12.6% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Us Bancorp \De\ | 116.11K | +988.5% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 74.30K | +12.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cwm, Llc | 52.39K | +85.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 51.41K | +42.1% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 50.09K | Nieuw | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 47.79K | -52.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Creative Planning | 34.38K | +42.4% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 34.41K | +46.4% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 23.73K | +71.1% | $757,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 12.06K | +23.7% | $384,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cerity Partners LLC | 6.57K | Nieuw | $209,742 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 5.71K | Nieuw | $182,238 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 2.22K | Nieuw | $70,713 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 348 | +866.7% | $11,105 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 1 | 0.0% | $18 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| Rockefeller Capital… | $811,236 | was 0.0% |
| Susquehanna International… | $288,496 | was 0.0% |
| Pnc Financial Services Group… | $7,066 | was 0.0% |
| Blair William & Co/Il | $600 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 88 houders, 7.33M aandelen, $232.33M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.