Signals

WLTG

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

Flow ranking

Rank#959
Score / z0.096 / 0.10
Consensus2.85 over 7 funds
Momentum-0.13 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-1%
Short interest-74% / 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
WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 50.0 27.1% 5 +0.1 pp -3.0 pp -2.5 pp -0.7 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 7.9 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 5.1 1.4% 3 +0.3 pp +0.2 pp +1.4 pp +1.4 pp
Expressive Wealth LLC CIK 0002026980 0.120 133 1.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 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% 1 +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
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 0.0 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 WLTG). Qtrs Held counts distinct quarters this fund has actually held WLTG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WLTG position size. Δ columns are the percentage-point change in WLTG'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