Signals

WMS

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

Flow ranking

Rank#24449
Score / z-0.135 / -0.18
Consensus185.55 over 324 funds
Momentumno 12m return

Price & positioning

227 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)
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,172.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 581.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 533.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 422.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 417.6 0.2% 5 +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 368.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 289.7 1.9% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 288.1 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 256.5 0.1% 5 -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 218.8 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 214.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 212.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 204.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 200.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 177.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 162.5 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 131.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 131.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 131.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Impactive Capital LP CIK 0001786767 0.909 8 122.9 8.8% 5 +0.3 pp -4.7 pp -2.3 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 109.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 106.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 103.2 0.0% 5 +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 100.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 99.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirova US LLC CIK 0001802900 0.862 45 97.2 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 93.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 87.7 1.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 85.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 83.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Triodos Investment Management BV CIK 0001748729 0.649 50 82.9 5.0% 5 -0.5 pp -0.7 pp -0.4 pp +0.3 pp
Hill City Capital, LP CIK 0001837343 0.897 28 75.3 1.9% 4 +0.1 pp +1.0 pp +1.0 pp +1.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 74.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 72.2 0.4% 5 -0.2 pp +0.0 pp -0.2 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 71.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.034 216 71.0 2.3% 4 +0.4 pp +1.5 pp -0.6 pp +2.3 pp
Swedbank AB CIK 0000946431 0.941 696 64.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 63.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ACK Asset Management LLC CIK 0001510940 0.196 21 61.2 7.1% 5 +0.5 pp +0.1 pp +0.4 pp +1.9 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 57.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 54.9 0.1% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 53.8 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 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 53.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 52.3 0.1% 5 -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 49.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 49.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 47.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 43.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 42.7 0.7% 5 -0.2 pp -0.5 pp -0.6 pp -0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital World Investors CIK 0001422849 0.974 637 42.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 41.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 40.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 38.6 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 38.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 35.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 34.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 34.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Owls Nest Partners IA, LLC CIK 0001845806 0.423 17 33.3 10.8% 5 -1.9 pp +3.6 pp -0.9 pp +1.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 31.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 31.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 31.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 30.9 0.2% 4 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
PGGM Investments CIK 0001472190 0.327 59 29.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 29.7 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 28.7 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 28.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 28.4 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 27.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIROVA CIK 0001767843 0.367 185 27.2 1.0% 5 +0.0 pp +0.8 pp +0.8 pp +1.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 26.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 26.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 26.1 0.6% 5 +0.4 pp +0.1 pp +0.1 pp +0.4 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 25.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 25.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 24.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 23.5 0.0% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 23.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 23.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 23.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 22.9 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 22.5 1.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 22.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 22.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 21.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 21.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 20.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 20.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 19.7 0.0% 5 -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 19.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.9 0.0% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 18.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 18.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 18.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 18.0 0.2% 7 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 17.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 16.7 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Achmea Investment Management B.V. CIK 0001697765 0.760 115 16.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 15.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 14.8 0.2% 5 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 14.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 14.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 14.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 13.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (Europe) Ltd CIK 0001535784 0.000 1 12.9 0.6% 2 -0.3 pp +0.6 pp -0.4 pp -0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 12.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 11.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 10.8 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 10.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Pier Capital, LLC CIK 0001310051 0.081 129 10.1 1.3% 5 -0.1 pp +0.2 pp +1.3 pp +1.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 9.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 9.4 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EDENTREE ASSET MANAGEMENT Ltd CIK 0001980273 0.200 66 7.9 2.4% 5 +0.1 pp -0.0 pp -0.4 pp -0.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 7.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 7.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRENTISS SMITH & CO INC CIK 0001134687 0.309 67 6.8 3.7% 5 +0.2 pp -0.0 pp +0.3 pp +0.7 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 6.3 0.8% 5 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 5.2 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 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 4.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Bell Asset Management Ltd CIK 0001681004 0.268 63 4.6 1.2% 5 +0.6 pp +0.3 pp +0.3 pp -0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 4.6 1.3% 5 -0.0 pp +0.3 pp +0.6 pp +0.8 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 4.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PDT Partners, LLC CIK 0001564702 0.042 489 4.5 0.2% 5 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 4.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 4.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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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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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
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp -0.4 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 0.0 0.0% 0 -0.0 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
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 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
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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
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
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 -0.0 pp -0.1 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
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 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
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 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
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
MASTERINVEST Kapitalanlage GmbH CIK 0002075029 0.420 300 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 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 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 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
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -1.1 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
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp -0.2 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
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
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Archon Partners LLC CIK 0001454424 0.629 37 0.0 0.0% 0 -1.0 pp -0.6 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
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
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 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 -0.1 pp
Addison Advisors LLC CIK 0001843745 0.131 707 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
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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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
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
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
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 (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