Signals

WAT

718 in-universe funds with a nonzero position in WAT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#689
Score / z0.200 / 0.24
Consensus265.51 over 447 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,586.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,290.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,403.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fundsmith LLP CIK 0001569205 0.605 41 1,259.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 934.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 650.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 614.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 539.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FUNDSMITH INVESTMENT SERVICES LTD. CIK 0001868537 0.429 27 426.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 388.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 316.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 291.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 287.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 266.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 249.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDCAP ASSET MANAGEMENT Ltd CIK 0001732008 0.883 18 240.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 210.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 202.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 195.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 182.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 181.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 179.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 166.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 163.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 160.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 151.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 145.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 136.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 120.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 109.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 109.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 102.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 102.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 100.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 100.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 95.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 93.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 91.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 87.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 87.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 85.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 83.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 82.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 77.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 75.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 73.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 73.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 72.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 64.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 63.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 62.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 62.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 60.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 56.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C Partners Holding GmbH CIK 0001634083 0.774 9 53.9 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 53.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 48.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 45.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 44.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 43.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 42.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 39.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 38.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 38.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 37.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 37.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.517 160 36.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 36.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 32.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 32.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 30.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 27.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 26.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 24.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 23.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Smith Group Asset Management, LLC CIK 0001893134 0.543 166 22.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Woodline Partners LP CIK 0001784547 0.424 1011 21.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 20.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 16.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Hikari Power Ltd CIK 0001606152 0.716 43 16.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 15.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFM Health Sciences, LP CIK 0001442756 0.073 96 15.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quilter Plc CIK 0001770632 0.827 131 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 13.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 11.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Willis Investment Counsel CIK 0001310929 0.439 125 11.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 11.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PARTHENON LLC CIK 0001088859 0.632 133 11.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 10.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Korea Investment CORP CIK 0001441689 0.896 677 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT INVESTORS INC CIK 0001121908 0.830 73 9.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIL Ltd CIK 0000318989 0.878 1140 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 8.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 8.2 3.7% 2 -2.7 pp +3.7 pp +3.7 pp +3.7 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.497 244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 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 WAT). Qtrs Held counts distinct quarters this fund has actually held WAT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WAT position size. Δ columns are the percentage-point change in WAT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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