Signals

WBS

575 in-universe funds with a nonzero position in WBS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#21437
Score / z0.000 / -0.01
Consensus173.98 over 301 funds
Momentumnot computed

Price & positioning

10 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)
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 1,038.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 936.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 498.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 486.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 400.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 347.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 263.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 197.5 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 194.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 142.0 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 140.0 0.0% 4 -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 139.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Davis Asset Management, L.P. CIK 0001945894 0.885 85 125.9 4.5% 3 +0.3 pp +0.3 pp +4.5 pp +4.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 125.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 118.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 112.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 104.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 95.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 93.2 4.1% 3 +0.7 pp +0.8 pp +4.1 pp +4.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 87.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 87.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
140 Summer Partners LP CIK 0001820788 0.432 20 85.6 6.7% 2 -0.0 pp +6.7 pp +6.7 pp +6.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 82.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 73.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 68.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 68.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 64.1 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 62.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 56.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 55.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 53.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 52.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 50.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Azora Capital LP CIK 0001700272 0.093 47 48.1 3.0% 3 -0.9 pp -1.6 pp +3.0 pp +3.0 pp
PAR CAPITAL MANAGEMENT INC CIK 0001051359 0.934 45 47.6 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 47.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 46.2 3.6% 3 +0.0 pp +0.3 pp +3.6 pp +3.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 45.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 45.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 43.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 42.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 42.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 40.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 39.5 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 36.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 36.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stieven Capital Advisors, L.P. CIK 0001388279 0.536 36 35.8 6.6% 3 +0.0 pp +0.4 pp +6.6 pp +6.6 pp
Nuveen, LLC CIK 0001871926 0.966 3735 34.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polaris Capital Management, LLC CIK 0001316926 0.455 84 32.5 2.7% 3 +0.3 pp +0.4 pp +2.7 pp +2.7 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 31.4 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 30.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 30.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 30.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 29.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 28.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 26.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 25.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 25.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 24.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 24.2 2.7% 3 -1.3 pp -1.3 pp +2.7 pp +2.7 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 24.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 21.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 21.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 20.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 20.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 19.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 19.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 19.4 0.0% 3 +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 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 18.0 0.1% 3 -0.3 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 17.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 15.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.034 216 14.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MALTESE CAPITAL MANAGEMENT LLC CIK 0001040762 0.192 100 14.5 2.6% 3 +0.1 pp +0.6 pp +2.6 pp +2.6 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 14.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 12.4 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 12.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 11.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 10.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 10.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 9.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 9.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.4 0.0% 3 -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 9.3 0.0% 3 +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 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nitorum Capital, L.P. CIK 0001630243 0.425 23 9.3 2.0% 3 -0.5 pp -0.7 pp +2.0 pp +2.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 8.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRATEGIC VALUE BANK PARTNERS LLC CIK 0001904067 0.080 10 8.8 6.0% 3 +0.1 pp +1.7 pp +6.0 pp +6.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 7.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 6.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petiole USA ltd CIK 0001600202 0.292 31 6.4 4.2% 3 -0.0 pp +0.2 pp +4.2 pp +4.2 pp
Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 6.3 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 6.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 5.8 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
Amundi CIK 0001330387 0.000 1 5.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 4.1 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
TOWLE & CO CIK 0001224014 0.032 59 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 3.8 0.8% 3 -0.4 pp -0.5 pp +0.8 pp +0.8 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 3.5 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
Cardinal Capital Management CIK 0001434845 0.362 138 3.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Curi Capital, LLC CIK 0001332905 0.548 888 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sapience Investments, LLC CIK 0001682598 0.022 114 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PMC FIG Opportunities LLC CIK 0001899896 0.000 31 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +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% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.4 pp -0.1 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Fourthstone LLC CIK 0001767803 0.000 25 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 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 WBS). Qtrs Held counts distinct quarters this fund has actually held WBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WBS position size. Δ columns are the percentage-point change in WBS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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