Signals

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☆WAMA

6 in-universe funds with a nonzero position in WAMA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1536
Score / z0.007 / -0.01
Consensus3.45 over 5 funds
Momentumnot computed

Price & positioning

108 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 184.3 8.0% 2 -0.1 pp +8.0 pp +8.0 pp +8.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just WAMA). Qtrs Held counts distinct quarters this fund has actually held WAMA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WAMA position size. Δ columns are the percentage-point change in WAMA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status