Signals

WINN

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

Flow ranking

Rank#655
Score / z0.202 / 0.27
Consensus36.01 over 67 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-76% / 1.0d

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
LPL Financial LLC CIK 0001403438 0.957 5996 154.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 94.6 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 90.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 69.6 14.0% 3 -0.6 pp -0.5 pp +14.0 pp +14.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 59.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 38.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 35.2 7.4% 3 -0.2 pp -0.4 pp +7.4 pp +7.4 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 16.3 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Leisure Capital Management CIK 0001631507 0.304 157 14.8 4.9% 3 -0.2 pp -0.2 pp +4.9 pp +4.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 12.8 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 10.7 4.7% 3 -0.5 pp -0.5 pp +4.7 pp +4.7 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 8.8 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 7.4 1.6% 3 +0.8 pp +0.8 pp +1.6 pp +1.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.5 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 5.1 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 3.3 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 3.0 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 2.3 0.4% 3 -0.5 pp -0.6 pp +0.4 pp +0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 1.8 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 1.6 1.6% 2 +1.2 pp +1.6 pp +1.6 pp +1.6 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.6 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 1.3 0.3% 3 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 3 -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 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.2 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 3 -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 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -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% 3 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 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
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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
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
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 WINN). Qtrs Held counts distinct quarters this fund has actually held WINN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WINN position size. Δ columns are the percentage-point change in WINN'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