Signals

WFRD

512 in-universe funds with a nonzero position in WFRD within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22636
Score / z-0.096 / -0.11
Consensus174.21 over 298 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+15% / 3.1d

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 754.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 337.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachem Head Capital Management LP CIK 0001582090 0.459 19 238.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 233.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 219.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 213.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 205.1 0.7% 4 +0.2 pp +0.3 pp +0.4 pp +0.7 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 186.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 166.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 155.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 142.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 140.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 134.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 103.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 95.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 83.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 77.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 76.1 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 75.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 68.6 0.7% 4 +0.1 pp +0.3 pp +0.4 pp +0.7 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 59.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 55.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 54.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Webs Creek Capital Management LP CIK 0001825309 0.532 13 53.5 9.3% 4 +0.4 pp -0.7 pp -0.5 pp +9.3 pp
Canoe Financial LP CIK 0001908219 0.716 110 50.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 45.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 43.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 43.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 42.2 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 41.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 39.5 0.1% 2 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 37.2 0.1% 4 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 34.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Street Capital Management, LLC CIK 0001595533 0.343 31 33.6 4.8% 3 +0.4 pp +1.0 pp +4.8 pp +4.8 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 33.1 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 26.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 26.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 24.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 22.6 1.7% 4 -0.0 pp +0.0 pp +0.4 pp +1.7 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 20.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLANTIC INVESTMENT MANAGEMENT, INC. CIK 0001063296 0.229 12 20.1 11.7% 4 +1.6 pp -2.5 pp -4.9 pp +11.7 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 20.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 18.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 17.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sagefield Capital LP CIK 0001771179 0.140 107 17.8 1.3% 4 -0.3 pp -1.0 pp -0.7 pp +1.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 16.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 15.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 15.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DME Capital Management, LP CIK 0001489933 0.694 46 13.8 0.4% 4 -1.6 pp -2.2 pp -1.6 pp +0.4 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 13.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 13.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 13.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 13.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 13.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 13.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 12.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 11.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 11.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 9.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 8.9 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 8.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 8.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old West Investment Management, LLC CIK 0001549358 0.124 124 7.8 0.8% 3 -0.4 pp -0.2 pp +0.8 pp +0.8 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 7.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 7.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 7.3 0.9% 4 +0.1 pp +0.2 pp +0.4 pp +0.9 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 7.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 6.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sapience Investments, LLC CIK 0001682598 0.022 114 6.3 0.8% 1 +0.8 pp +0.8 pp -0.1 pp +0.8 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 5.7 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 5.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 5.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 4.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 4.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truxt Investmentos Ltda. CIK 0001721168 0.000 17 4.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 3.8 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
De Lisle Partners LLP CIK 0002011184 0.284 178 3.8 0.4% 2 +0.1 pp +0.4 pp +0.2 pp +0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oceanic Investment Management LTD CIK 0001438258 0.042 22 3.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 3.3 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 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.9 0.0% 4 +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 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.7 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenorchy Capital Ltd CIK 0002008506 0.248 59 2.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 2.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 2.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 2.2 0.1% 4 -0.0 pp -0.2 pp -0.0 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 2.1 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
Gradient Investments LLC CIK 0001542265 0.563 448 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 1.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.9 0.0% 4 +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 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Distillate Capital Partners LLC CIK 0001741001 0.168 118 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 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
Sourcerock Group LLC CIK 0001822531 0.784 36 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 -0.7 pp -0.5 pp -0.2 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 0.0 0.0% 0 -0.8 pp -0.4 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 -0.1 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CastleKnight Management LP CIK 0001835751 0.112 402 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Monaco Asset Management SAM CIK 0001803593 0.097 36 0.0 0.0% 0 +0.0 pp -0.4 pp -1.2 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 WFRD). Qtrs Held counts distinct quarters this fund has actually held WFRD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WFRD position size. Δ columns are the percentage-point change in WFRD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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