Signals

WGS

381 in-universe funds with a nonzero position in WGS within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-17 Insider Fuchs Thomas acquired via option exercise
2026-09-16 Insider Feeley Kevin (CHIEF FINANCIAL OFFICER) acquired via option exercise
2026-09-16 Insider Feeley Kevin (CHIEF FINANCIAL OFFICER) disposed via sale ($55,235)
2026-09-16 Insider Feeley Kevin (CHIEF FINANCIAL OFFICER) disposed via sale ($4,961)
2026-09-16 Insider Feeley Kevin (CHIEF FINANCIAL OFFICER) disposed via sale ($52,423)
2026-09-16 Insider Feeley Kevin (CHIEF FINANCIAL OFFICER) disposed via sale ($144,457)
2026-09-16 Insider Feeley Kevin (CHIEF FINANCIAL OFFICER) disposed via sale ($106,816)
2026-09-16 Insider Stueland Katherine (CHIEF EXECUTIVE OFFICER) acquired via option exercise
2026-09-16 Insider Stueland Katherine (CHIEF EXECUTIVE OFFICER) disposed via sale ($155,337)
2026-09-16 Insider Stueland Katherine (CHIEF EXECUTIVE OFFICER) disposed via sale ($14,120)
2026-08-03 8-K Item(s) 2.02, 9.01
2026-06-23 8-K Item(s) 5.07
2026-06-16 8-K Item(s) 5.02, 7.01, 9.01
2026-05-04 8-K Item(s) 2.02, 9.01
2026-03-02 8-K Item(s) 1.01, 1.02, 2.03 -- negative
2026-02-23 8-K Item(s) 2.02, 9.01
2026-01-12 8-K Item(s) 2.02, 7.01, 9.01
2025-10-28 8-K Item(s) 2.02, 9.01
2025-09-18 8-K Item(s) 5.02, 9.01
2025-07-29 8-K Item(s) 2.02, 9.01
2024-04-30 Ownership Dilution filing by GeneDx Holdings Corp. (424B5)
2024-04-29 Ownership Dilution filing by GeneDx Holdings Corp. (424B5)
2023-01-30 Ownership Dilution filing by GeneDx Holdings Corp. (424B5)
2023-01-30 Ownership Dilution filing by GeneDx Holdings Corp. (424B5)
2023-01-26 Ownership Dilution filing by GeneDx Holdings Corp. (424B5)
2022-08-26 Ownership Dilution filing by GeneDx Holdings Corp. (S-3)
2022-08-26 Ownership Dilution filing by GeneDx Holdings Corp. (S-3)

Flow ranking

Rank#568
Score / z0.306 / 0.35
Consensus89.56 over 152 funds
Momentum-0.61 ≠
Price veto⚠ -59% off 52w high

Price & positioning

225 cached closes, trailing year
Drawdown-59%
Short interest-1% / 5.9d

Forensics

F-score as of 2026Q2
Accrual ratio0.023
F-score3
M-score
Net issuance-87.4%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Fuchs Thomas M
2026-09-16 Feeley Kevin M
2026-09-16 Feeley Kevin S $55,235
2026-09-16 Feeley Kevin S $4,961
2026-09-16 Feeley Kevin S $52,423
2026-09-16 Feeley Kevin S $144,457
2026-09-16 Feeley Kevin S $106,816
2026-09-16 Stueland Katherine M
2026-09-16 Stueland Katherine S $155,337
2026-09-16 Stueland Katherine S $14,120
Showing the 10 most recent.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-03 8-K 2.02, 9.01
2026-06-23 8-K 5.07
2026-06-16 8-K 5.02, 7.01, 9.01
2026-05-04 8-K 2.02, 9.01
2026-03-02 8-K 1.01, 1.02, 2.03
2026-02-23 8-K 2.02, 9.01
2026-01-12 8-K 2.02, 7.01, 9.01
2025-10-28 8-K 2.02, 9.01
2025-09-18 8-K 5.02, 9.01
2025-07-29 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-04-30 424B5 GeneDx Holdings Corp.
2024-04-29 424B5 GeneDx Holdings Corp.
2023-01-30 424B5 GeneDx Holdings Corp.
2023-01-30 424B5 GeneDx Holdings Corp.
2023-01-26 424B5 GeneDx Holdings Corp.
2022-08-26 S-3 GeneDx Holdings Corp.
2022-08-26 S-3 GeneDx Holdings Corp.

LLM reads

Ticker EvalMixed
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
Corvex Management LP CIK 0001535472 0.803 24 328.5 10.2% 5 +2.0 pp -3.0 pp -1.6 pp -1.7 pp
Casdin Capital, LLC CIK 0001534261 0.818 43 254.5 12.7% 5 -1.9 pp -11.6 pp -14.3 pp -16.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 117.1 0.0% 5 -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 114.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARK Investment Management LLC CIK 0001697748 0.764 190 110.5 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 96.2 0.3% 5 +0.1 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 67.8 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 60.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 59.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Light Asset Management, LLC CIK 0001600004 0.507 31 53.8 3.3% 2 +1.9 pp +3.3 pp +3.3 pp +3.3 pp
Deep Track Capital, LP CIK 0001856083 0.444 66 48.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 45.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 45.7 0.6% 4 +0.0 pp +0.0 pp +0.3 pp +0.6 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.164 70 39.3 3.6% 5 -2.6 pp -2.0 pp -1.5 pp -2.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 37.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 36.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAGNON SECURITIES LLC CIK 0001125725 0.312 83 36.0 6.9% 5 +2.5 pp +0.2 pp +1.1 pp +1.9 pp
Aberdeen Group plc CIK 0001716774 0.934 934 31.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 23.9 0.0% 5 +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 23.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 20.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 19.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 19.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 18.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 13.9 1.5% 5 +0.1 pp -0.4 pp -0.1 pp -0.4 pp
Portolan Capital Management, LLC CIK 0001350290 0.078 148 13.8 0.5% 5 +0.2 pp +0.1 pp +0.3 pp -0.4 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 12.8 10.2% 5 +1.3 pp -4.1 pp -4.2 pp -5.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 12.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 12.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gagnon Advisors, LLC CIK 0001599466 0.247 23 12.2 7.8% 5 +0.8 pp -2.7 pp -0.7 pp -0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 9.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVERARC CAPITAL MANAGEMENT, LLC CIK 0001816307 0.087 65 8.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 7.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 7.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosight Management, LP CIK 0001617201 0.300 36 5.9 1.0% 3 -4.5 pp -0.5 pp +1.0 pp +1.0 pp
Pentwater Capital Management LP CIK 0001425851 0.745 59 5.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -1.4 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 5.1 0.6% 5 -0.4 pp -0.4 pp -0.4 pp -0.6 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal Advantage Investments, Inc. CIK 0001841769 0.130 77 4.6 1.6% 5 -0.4 pp -2.0 pp -1.3 pp -1.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 4.5 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.3 0.0% 5 -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 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 3.2 1.3% 5 +0.4 pp -0.0 pp +0.2 pp +0.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EFG International AG CIK 0002109868 0.615 1088 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Slow Capital, Inc. CIK 0001716984 0.459 111 2.9 0.3% 5 +0.0 pp -0.3 pp -0.2 pp -0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 2.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FORA Capital, LLC CIK 0001742435 0.008 345 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.0 0.0% 5 +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 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.5 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.9 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grange Capital, LLC CIK 0002048387 0.138 54 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.7 0.4% 5 -0.3 pp -0.7 pp -0.6 pp -0.4 pp
Soleus Capital Management, L.P. CIK 0001802630 0.426 97 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 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 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.4 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 0.4 0.0% 5 +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 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIM, LLC CIK 0001364725 0.348 169 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Telemark Asset Management, LLC CIK 0001420816 0.498 57 0.0 0.0% 0 +0.0 pp -1.3 pp -1.2 pp +0.0 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 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
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 0.0 0.0% 0 -1.4 pp -3.4 pp -2.9 pp -2.8 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 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 +0.0 pp +0.0 pp +0.0 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Granahan Investment Management, LLC CIK 0001026710 0.275 150 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp -0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 0 -0.0 pp -0.7 pp -0.6 pp -0.6 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Alphabet Inc. (GOOG, GOOGL, GOOGM, GOOGN) CIK 0001652044 0.000 28 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 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
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkman Healthcare Partners LLC CIK 0001777015 0.071 76 0.0 0.0% 0 -0.3 pp -0.5 pp -0.5 pp -1.9 pp
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Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MRA Advisory Group CIK 0001841816 0.219 157 0.0 0.0% 0 -0.2 pp -0.4 pp -0.3 pp -0.1 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
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Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.4 pp
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Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 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
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Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
RA CAPITAL MANAGEMENT, L.P. CIK 0001346824 0.376 84 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 WGS). Qtrs Held counts distinct quarters this fund has actually held WGS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WGS position size. Δ columns are the percentage-point change in WGS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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