Signals

WCN

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

Flow ranking

Rank#23483
Score / z-0.126 / -0.18
Consensus269.76 over 480 funds
Momentumno 12m return

Price & positioning

227 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 5,764.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,090.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 1,553.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,392.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 1,208.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
FIL Ltd CIK 0000318989 0.878 1140 1,153.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Capital International Investors CIK 0001562230 0.968 446 1,120.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 1,028.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 975.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 763.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NORGES BANK CIK 0001374170 0.994 1617 755.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 746.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 735.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 642.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 595.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 592.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Alphinity Investment Management Pty Ltd CIK 0001731012 0.631 27 569.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 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 567.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 495.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 459.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 454.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 433.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 419.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
GATES FOUNDATION TRUST CIK 0001166559 0.991 24 401.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Stockbridge Partners LLC CIK 0001505183 0.882 17 399.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 379.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 364.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 363.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 337.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 323.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 284.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 265.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 254.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 250.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 240.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 239.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 235.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 230.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DF DENT & CO INC CIK 0000934999 0.596 271 228.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 214.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 210.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 209.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 209.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 204.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 194.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 190.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 179.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 166.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 165.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 163.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 160.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 150.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 146.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 142.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 137.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 132.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 127.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TCW GROUP INC CIK 0000850401 0.730 629 127.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 127.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 125.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 121.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Rathbones Group PLC CIK 0001351991 0.902 665 120.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 116.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EULAV Asset Management CIK 0001540826 0.373 152 115.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 114.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skye Global Management LP CIK 0001675884 0.960 30 110.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 107.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 103.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 100.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 96.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 94.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 94.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 93.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 93.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 92.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 87.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 87.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 86.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 81.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 80.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 79.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DAVIS R M INC CIK 0000891287 0.824 280 74.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 72.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 71.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
National Pension Service CIK 0001608046 0.956 552 70.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 70.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 65.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 65.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 64.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 63.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 62.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 62.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 61.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 61.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 58.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 57.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 57.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 57.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 56.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 55.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 54.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 54.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Harvey Partners, LLC CIK 0001406484 0.483 47 53.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 53.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 52.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 51.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 50.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 49.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 48.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 44.1 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 42.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 42.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 41.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 41.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 40.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 39.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Korea Investment CORP CIK 0001441689 0.896 677 38.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 36.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 36.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Visualize Group LP CIK 0001994625 0.616 11 35.8 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 35.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 35.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 35.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 35.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 34.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 31.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 29.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Candriam S.C.A. CIK 0001537014 0.787 677 29.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 28.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYCOMORE ASSET MANAGEMENT CIK 0001728681 0.264 72 28.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 28.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Telemark Asset Management, LLC CIK 0001420816 0.498 57 28.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 26.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 25.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 25.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 21.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Gradient Investments LLC CIK 0001542265 0.563 448 21.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 21.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 21.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Choate Investment Advisors CIK 0001399794 0.922 472 20.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Thematics Asset Management CIK 0001956031 0.494 125 20.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 20.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 20.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 20.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 19.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 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
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
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
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 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
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 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
WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 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
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
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 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
Garde Capital, Inc. CIK 0001616328 0.622 224 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
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -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
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
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 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
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
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
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 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 0.614 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 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
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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
Concord Wealth Partners CIK 0001814214 0.457 885 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
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
Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 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 -0.0 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 WCN). Qtrs Held counts distinct quarters this fund has actually held WCN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WCN position size. Δ columns are the percentage-point change in WCN'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