Signals

← Signals

☆WMS

512 in-universe funds with a nonzero position in WMS within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23829
Score / z-0.063 / -0.10
Consensus172.37 over 290 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
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Fund Positions
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Quarters Held
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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 1,037.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 976.8 0.0% 2 +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 390.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 353.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 345.8 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 335.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 332.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 287.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 277.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impactive Capital LP CIK 0001786767 0.909 8 230.8 11.1% 2 +2.5 pp +11.1 pp +11.1 pp +11.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 204.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 174.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 174.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 164.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 157.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 138.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Interval Partners, LP CIK 0001590228 0.034 216 134.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Capital International Investors CIK 0001562230 0.968 446 129.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 113.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Amundi CIK 0001330387 0.000 1 98.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 96.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirova US LLC CIK 0001802900 0.862 45 94.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 89.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 87.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 86.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 85.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 80.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 78.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 77.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 76.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 75.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Triodos Investment Management BV CIK 0001748729 0.649 50 75.7 5.5% 2 +0.7 pp +5.5 pp +5.5 pp +5.5 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 73.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 71.5 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 70.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 67.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 62.0 0.0% 2 +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 61.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 56.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robeco Schweiz AG CIK 0001418427 0.613 126 56.5 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆ACK Asset Management LLC CIK 0001510940 0.196 21 54.1 6.8% 2 +1.6 pp +6.8 pp +6.8 pp +6.8 pp
☆Swedbank AB CIK 0000946431 0.941 696 50.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 45.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 44.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 44.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owls Nest Partners IA, LLC CIK 0001845806 0.423 17 42.1 11.7% 2 +2.5 pp +11.7 pp +11.7 pp +11.7 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 40.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 39.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 39.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 39.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 36.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 34.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 34.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 33.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 32.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 32.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 29.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 28.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 28.1 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 25.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 25.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MIG Capital, LLC CIK 0001425649 0.000 0 24.9 3.7% 2 +0.9 pp +3.7 pp +3.7 pp +3.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mediolanum International Funds Ltd CIK 0002022028 0.592 452 24.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 23.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 22.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 22.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 21.8 0.1% 2 -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 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 21.1 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Hill City Capital, LP CIK 0001837343 0.897 28 20.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIL Ltd CIK 0000318989 0.878 1140 20.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thematics Asset Management CIK 0001956031 0.494 125 20.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 19.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 19.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 18.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 18.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Lombard Odier Asset Management (Europe) Ltd CIK 0001535784 0.000 1 18.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 17.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 17.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 17.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 16.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 16.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 15.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 14.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 13.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 13.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 13.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDENTREE ASSET MANAGEMENT Ltd CIK 0001980273 0.200 66 11.4 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 9.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OP Asset Management Ltd CIK 0002097005 0.000 765 9.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 8.4 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 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.4 0.0% 2 +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 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.0 0.0% 2 +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 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.8 0.0% 4 -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 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 6.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 6.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PRENTISS SMITH & CO INC CIK 0001134687 0.309 67 6.0 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 5.9 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆Vest Financial, LLC CIK 0001709632 0.555 420 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Peaks Capital, LP CIK 0001906602 0.373 20 4.5 3.9% 2 -1.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 4.4 0.0% 2 +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 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 4.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 3.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Montanaro Asset Management Ltd CIK 0001831133 0.168 42 3.7 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 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
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆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
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 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
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 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
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERNBRIDGE CAPITAL MANAGEMENT LP CIK 0001827734 0.771 16 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆LBP AM SA CIK 0001970075 0.619 423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodge Hill Capital, LLC CIK 0001598245 0.198 27 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 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
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☆VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 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 WMS). Qtrs Held counts distinct quarters this fund has actually held WMS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WMS position size. Δ columns are the percentage-point change in WMS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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