Signals

WPM

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

Flow ranking

Rank#23008
Score / z-0.434 / -0.42
Consensus284.07 over 521 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+10% / 1.1d

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
Capital World Investors CIK 0001422849 0.974 637 5,513.6 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
FMR LLC CIK 0000315066 0.989 5571 2,118.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 1,854.6 2.5% 4 -0.7 pp -1.0 pp -0.8 pp +2.5 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1,391.9 1.9% 4 -0.0 pp +0.6 pp +1.0 pp +1.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,135.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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 1,128.6 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 965.3 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 863.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 698.2 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 660.8 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 639.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 528.9 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Capital International Investors CIK 0001562230 0.968 446 526.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 524.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 489.8 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 426.0 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 425.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 415.7 0.3% 4 +0.1 pp -0.6 pp -0.6 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 415.6 0.4% 4 +0.0 pp -0.1 pp +0.0 pp +0.4 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 412.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 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 408.9 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 376.4 0.3% 4 +0.1 pp -0.0 pp +0.1 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 370.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 364.9 0.9% 4 +0.1 pp -0.0 pp -0.0 pp +0.9 pp
Amundi CIK 0001330387 0.000 1 331.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 311.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 276.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 245.0 0.8% 1 +0.8 pp +0.2 pp +0.2 pp +0.8 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 239.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 231.4 0.3% 4 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 230.8 2.5% 4 -1.5 pp -1.3 pp -0.7 pp +2.5 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 228.2 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
Swiss National Bank CIK 0001582202 0.961 2301 200.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 194.4 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
Capital Research Global Investors CIK 0001422848 0.983 426 187.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 182.4 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 181.3 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 170.4 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 156.4 0.4% 4 -0.0 pp -0.2 pp -0.5 pp +0.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 149.0 0.3% 5 +0.1 pp -0.0 pp +0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 137.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 131.1 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 124.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 121.9 4.2% 4 +0.6 pp +0.9 pp +1.3 pp +4.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 118.1 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 114.6 3.5% 4 -0.3 pp -1.4 pp -1.6 pp +3.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 113.6 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 112.9 3.2% 4 +0.5 pp +1.0 pp +1.9 pp +3.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 112.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 105.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 104.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 104.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 98.9 0.6% 4 +0.4 pp +0.0 pp +0.0 pp +0.6 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 90.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 88.2 2.5% 4 +0.3 pp +0.2 pp +0.4 pp +2.5 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 84.3 0.1% 4 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 83.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 82.1 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Delaney Capital Management Ltd. CIK 2140766 0.741 53 79.8 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 77.4 1.9% 4 +0.1 pp +0.2 pp +0.5 pp +1.9 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 72.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 72.0 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 68.5 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 68.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 68.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 67.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 67.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 65.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 64.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 63.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 62.7 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 62.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 60.2 9.8% 4 -2.8 pp -2.7 pp -0.9 pp +9.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 60.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.716 110 59.8 0.8% 4 -0.6 pp -0.7 pp -0.4 pp +0.8 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 58.7 0.9% 4 -0.0 pp +0.0 pp +0.2 pp +0.9 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 58.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 54.9 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 53.6 0.3% 4 -0.5 pp -0.5 pp -0.2 pp +0.3 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 53.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 51.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 45.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 45.5 1.4% 1 +1.4 pp +0.1 pp +0.2 pp +1.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 44.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 44.4 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 42.1 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 40.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 40.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 39.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 38.6 0.3% 4 +0.0 pp -0.2 pp -0.2 pp +0.3 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 38.1 1.0% 4 -0.2 pp -0.2 pp -0.3 pp +1.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 37.9 3.8% 4 +0.1 pp -0.1 pp -1.7 pp +3.8 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 37.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Groupe la Francaise CIK 0002056088 0.682 451 36.4 0.5% 1 +0.5 pp +0.3 pp +0.5 pp +0.5 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 36.2 1.3% 1 +1.3 pp +0.9 pp +0.9 pp +1.3 pp
BARINGS LLC CIK 0000009015 0.845 191 35.6 0.6% 4 -0.2 pp -0.4 pp -0.3 pp +0.6 pp
Stack Financial Management, Inc CIK 0001308685 0.637 54 34.9 2.6% 4 -0.5 pp -0.7 pp -0.2 pp +2.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 34.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.505 138 34.7 1.2% 4 +0.1 pp +0.2 pp +0.4 pp +1.2 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 34.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 33.6 0.1% 4 +0.0 pp +0.0 pp +0.0 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 33.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 32.6 0.9% 4 +0.5 pp +0.9 pp +0.7 pp +0.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 32.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 31.7 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 31.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Moerus Capital Management LLC CIK 0001742647 0.309 14 30.7 11.4% 4 -4.2 pp -6.8 pp -7.4 pp +11.4 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 30.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 29.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 29.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 29.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 28.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 27.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LBP AM SA CIK 0001970075 0.619 423 27.6 0.4% 4 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 27.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 26.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 26.3 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 26.3 0.9% 1 +0.9 pp +0.2 pp +0.2 pp +0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 26.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 26.1 0.5% 1 +0.5 pp -0.3 pp -0.5 pp -0.8 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 25.6 0.4% 4 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 25.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 24.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 24.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Perpetual Ltd CIK 0001647273 0.486 419 22.9 0.4% 4 -0.0 pp -0.1 pp -0.3 pp +0.4 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 21.9 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 21.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 20.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.6 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 19.5 2.7% 4 +0.1 pp +0.3 pp +0.6 pp +2.7 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 18.8 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (Europe) Ltd CIK 0001535784 0.000 1 18.6 1.0% 1 +1.0 pp +1.0 pp -0.2 pp +1.0 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 17.5 1.5% 1 +1.5 pp -0.3 pp -0.3 pp -0.2 pp
Korea Investment CORP CIK 0001441689 0.896 677 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 16.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 16.6 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
HATCH COVE CAPITAL, LLC CIK 0002049307 0.000 24 15.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 15.3 1.8% 4 +0.1 pp +1.4 pp +1.4 pp +1.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 14.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 14.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 14.1 1.2% 4 +0.6 pp +0.6 pp +0.6 pp +1.2 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 14.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 13.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 13.5 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 13.4 1.6% 1 +1.6 pp +0.2 pp +1.6 pp +1.6 pp
Andra AP-fonden CIK 0001535452 0.270 396 12.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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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
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 WPM). Qtrs Held counts distinct quarters this fund has actually held WPM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WPM position size. Δ columns are the percentage-point change in WPM'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