Signals

WMG

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

Flow ranking

Rank#1179
Score / z0.053 / 0.03
Consensus125.60 over 214 funds
Momentumnot computed

Price & positioning

226 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
Independent Franchise Partners LLP CIK 0001483866 0.955 26 332.9 2.3% 4 -0.2 pp -0.6 pp -0.1 pp +2.3 pp
Darsana Capital Partners LP CIK 0001609098 0.000 16 302.6 6.4% 4 +1.6 pp +1.4 pp +0.2 pp +6.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 246.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 236.5 0.8% 4 -0.0 pp -0.2 pp -0.0 pp +0.8 pp
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP CIK 0001854440 0.970 10 192.9 8.7% 4 +0.5 pp -5.1 pp -1.7 pp +8.7 pp
FIL Ltd CIK 0000318989 0.878 1140 150.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 121.8 1.4% 4 -0.3 pp -0.5 pp -0.2 pp +1.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 86.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 78.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 68.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 64.9 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 63.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 63.2 0.0% 4 +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 57.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 56.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.3 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 42.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 41.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 40.8 2.2% 4 -0.4 pp -0.4 pp +0.1 pp +2.2 pp
DigitalBridge Group, Inc. (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ) CIK 0001679688 0.391 57 39.7 2.5% 4 -0.5 pp -0.6 pp +0.3 pp +2.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 38.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 37.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 32.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 29.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 24.6 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 24.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 24.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 22.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ardmore Road Asset Management LP CIK 0001835730 0.046 70 21.6 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
Perpetual Ltd CIK 0001647273 0.486 419 19.8 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Covalis Capital LLP CIK 0001698819 0.034 100 19.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 18.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 16.6 4.0% 2 +1.9 pp +4.0 pp +4.0 pp +4.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 16.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 14.9 0.0% 4 -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 14.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 14.0 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
Candriam S.C.A. CIK 0001537014 0.787 677 13.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 12.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 10.8 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
RBO & CO LLC CIK 0001162827 0.582 56 10.7 1.7% 4 -0.4 pp -0.6 pp -0.3 pp +1.7 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 10.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 10.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 9.9 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ilex Capital Partners (UK) LLP CIK 0001985486 0.000 147 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 8.7 0.1% 4 +0.0 pp +0.0 pp -1.0 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 8.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 7.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 6.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Boston Partners CIK 0001386060 0.833 802 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 5.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAHN CAPITAL MANAGEMENT LLC CIK 0001171592 0.359 31 4.8 3.0% 4 -0.7 pp -1.0 pp -0.3 pp +3.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 3.6 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 2.9 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 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 2.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 2.6 0.1% 1 +0.1 pp +0.1 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 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Partners Group Holding AG CIK 0001534259 0.621 52 2.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 1.9 0.8% 3 -0.2 pp +0.4 pp +0.8 pp +0.8 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Daytona Street Capital LLC CIK 0002101936 0.079 277 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Atom Investors LP CIK 0001738902 0.004 818 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.6 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 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 1.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.3 0.0% 4 -0.0 pp -0.5 pp -0.1 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 1.2 0.6% 4 +0.1 pp -0.3 pp -0.2 pp +0.6 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 1.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.6 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Maytus Capital Management, LLC CIK 0001708759 0.000 62 0.5 0.1% 1 +0.1 pp +0.1 pp -0.8 pp +0.1 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.5 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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 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
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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 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
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 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
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 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
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
CI INVESTMENTS INC. CIK 0001163648 0.648 746 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
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
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 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
Veracity Capital LLC CIK 0001811005 0.270 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 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
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jackson Square Partners, LLC CIK 0001605911 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 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 -0.1 pp -0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 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
denkapparat Operations GmbH CIK 0001999514 0.033 383 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
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
COMERICA BANK CIK 0000901541 0.812 3711 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
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 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
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
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 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 -0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 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 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.3 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 WMG). Qtrs Held counts distinct quarters this fund has actually held WMG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WMG position size. Δ columns are the percentage-point change in WMG'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