Signals

← Signals

☆WFC

148 in-universe funds with a nonzero position in WFC within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#50
Score / z0.328 / 2.19
Consensus49.58 over 104 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)
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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 ▾
☆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 3,503.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 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 2,961.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,521.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 844.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 685.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 470.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 451.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 436.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 368.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 317.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 201.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 143.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 116.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERICAN ASSETS INC CIK 0000885118 0.855 12 114.9 39.8% 1 +39.8 pp +39.8 pp +39.8 pp +39.8 pp
☆STRS OHIO CIK 0000820478 0.777 2154 109.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 80.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 78.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 77.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 63.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 39.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 27.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 25.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 25.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 21.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 21.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 19.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 0.898 10 19.4 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 15.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 12.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 9.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 8.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 6.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 6.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 5.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 3.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.1 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 1.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 1.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 1.0 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GHE, LLC CIK 0001910179 0.736 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 2 +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% 2 -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% 2 -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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 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
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altrafin AG CIK 0002110313 0.476 44 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.2 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 WFC). Qtrs Held counts distinct quarters this fund has actually held WFC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WFC position size. Δ columns are the percentage-point change in WFC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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