Signals

WK

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

Flow ranking

Rank#1140
Score / z0.043 / 0.05
Consensus121.08 over 206 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 0 539.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 383.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 319.7 5.1% 3 +0.3 pp +2.4 pp +5.1 pp +5.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 190.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 119.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 110.8 0.1% 3 -0.0 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 109.2 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 106.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 102.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 100.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 99.5 1.9% 3 -0.0 pp +0.3 pp +1.9 pp +1.9 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 93.4 1.6% 3 +0.2 pp +0.4 pp +1.6 pp +1.6 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 81.2 1.2% 3 -0.5 pp -0.3 pp +1.2 pp +1.2 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 77.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 63.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 63.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 62.8 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
NORGES BANK CIK 0001374170 0.994 1617 53.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 50.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 50.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Irenic Capital Management LP CIK 0001929389 0.387 43 47.6 6.2% 2 -2.2 pp +6.2 pp +6.2 pp +6.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 45.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 43.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 43.3 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 43.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 40.9 4.2% 2 +0.6 pp +4.2 pp +4.2 pp +4.2 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 39.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 37.2 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 34.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 34.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 27.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ranger Investment Management, L.P. CIK 0001319691 0.273 83 26.5 1.8% 3 -0.1 pp +0.7 pp +1.8 pp +1.8 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 25.9 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 25.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topline Capital Management, LLC CIK 0001792549 0.392 36 24.9 2.2% 3 +2.1 pp +1.6 pp +2.2 pp +2.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 24.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 20.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 19.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 19.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aberdeen Group plc CIK 0001716774 0.934 934 18.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 18.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 18.0 1.5% 3 -0.2 pp +0.1 pp +1.5 pp +1.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.8 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 15.1 1.6% 3 +0.9 pp +1.6 pp +1.6 pp +1.6 pp
Lakehouse Capital Pty Ltd CIK 0001844830 0.552 12 13.1 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
COMERICA BANK CIK 0000901541 0.812 3711 13.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tetragon Partners GP Ltd CIK 0001515070 0.727 32 12.9 2.7% 3 +0.9 pp +0.9 pp +2.7 pp +2.7 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Praesidium Investment Management Company, LLC CIK 0001320769 0.674 12 12.1 2.2% 2 +0.8 pp +2.2 pp +2.2 pp +2.2 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 11.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 11.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 11.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 10.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.9 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 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 9.1 1.4% 3 +0.3 pp +0.5 pp +1.4 pp +1.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 8.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 7.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 7.2 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 7.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 6.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Siren, L.L.C. CIK 0002005245 0.594 115 6.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 6.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 6.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Avenue Partners, LP CIK 0001801265 0.565 25 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kopp Family Office, LLC CIK 0001683689 0.751 29 4.8 3.1% 3 -0.1 pp -1.4 pp +3.1 pp +3.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 4.6 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
13D Management LLC CIK 0001600133 0.386 11 4.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 4.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERALD INVESTMENT MANAGEMENT Ltd CIK 0001512022 0.228 92 4.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 4.1 2.3% 3 +0.1 pp -0.1 pp +2.3 pp +2.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aequim Alternative Investments LP CIK 0001728201 0.539 102 3.9 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 3.4 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Alamar Capital Management, LLC CIK 0001846995 0.259 88 3.2 1.8% 4 -0.7 pp -0.2 pp -0.4 pp +1.8 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 2.7 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 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 2.3 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1.4 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
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 1.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vancity Investment Management Ltd CIK 0001846311 0.497 92 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEXPOINT ASSET MANAGEMENT, L.P. CIK 0001469877 0.000 67 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.2 0.0% 3 -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 1.2 0.0% 3 +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 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Woodline Partners LP CIK 0001784547 0.424 1011 1.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 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 -0.1 pp +0.0 pp +0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 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
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DC Investments Management, LLC CIK 0001565951 0.652 55 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
Tensile Capital Management LP CIK 0001598843 0.624 22 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (North America) Corp. CIK 0001911412 0.000 0 0.0 0.0% 0 -0.6 pp -0.3 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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
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
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 -0.5 pp -1.4 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 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 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 WK). Qtrs Held counts distinct quarters this fund has actually held WK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WK position size. Δ columns are the percentage-point change in WK'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