证券记录
WTPI
名称等待档案录入
19被追踪持有人
0Δ持有人
3.83M持有股份
$125.52M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 +16.9% · 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 | 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.88M | +13.1% | $61.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 853.36K | +26.8% | $27.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 298.24K | +22.9% | $9.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 298.24K | +22.9% | $9.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 298.24K | +22.9% | $9.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 221.58K | +17.9% | $7.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Us Bancorp \De\ | 116.11K | 0.0% | $3.81M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Us Bancorp \De\ | 116.11K | 0.0% | $3.81M | 0.0% | Held | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 96.74K | +181.2% | $3.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | UBS Group AG | 74.64K | +0.5% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 57.53K | +11.9% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 53.91K | +14.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 53.91K | +14.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 53.91K | +14.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 53.91K | +14.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Creative Planning | 38.43K | +11.8% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 34.75K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 34.75K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 33.98K | -28.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 26.91K | -46.3% | $882,248 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 19.50K | -17.8% | $639,357 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 11.75K | -2.6% | $385,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 6.21K | -5.6% | $203,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 1.19K | -46.2% | $39,086 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 320 | +31900.0% | $10,484 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 224 | -35.6% | $7,342 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 224 | -35.6% | $7,342 | 0.0% | ▼ Trim | 5 | 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
| Susquehanna International… | $1.14M | 0.0% |
| Susquehanna International… | $1.14M | 0.0% |
已清仓
| Northwestern Mutual Wealth… | $182,238 | 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): 88 持有人, 7.33M 股份, $232.33M 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