Signals

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☆WSM

66 in-universe funds with a nonzero position in WSM within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-16 Insider Howie Jeffrey (EVP CHIEF FINANCIAL OFFICER) disposed via sale ($127,173)
2026-09-16 Insider Howie Jeffrey (EVP CHIEF FINANCIAL OFFICER) disposed via sale ($87,902)
2026-09-16 Insider Howie Jeffrey (EVP CHIEF FINANCIAL OFFICER) disposed via sale ($44,276)
2026-09-16 Insider Howie Jeffrey (EVP CHIEF FINANCIAL OFFICER) disposed via sale ($79,843)
2026-09-16 Insider Howie Jeffrey (EVP CHIEF FINANCIAL OFFICER) disposed via sale ($93,085)
2026-09-16 Insider Howie Jeffrey (EVP CHIEF FINANCIAL OFFICER) disposed via sale ($141,307)
2026-09-16 Insider Howie Jeffrey (EVP CHIEF FINANCIAL OFFICER) disposed via sale ($41,632)
2026-09-16 Insider Howie Jeffrey (EVP CHIEF FINANCIAL OFFICER) disposed via sale ($56,554)
2026-09-16 Insider ALBER LAURA (PRESIDENT & CEO) disposed via sale ($1,032,291)
2026-09-16 Insider ALBER LAURA (PRESIDENT & CEO) disposed via sale ($1,889,073)

Flow ranking

Rank#1474
Score / z0.000 / 0.01
Consensus22.43 over 40 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-13% / 1.5d

Forensics

Clean as of 2026Q2
Accrual ratio-0.037
F-score—
M-score—
Net issuance-17.1%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Howie Jeffrey 10b5-1 S $127,173
2026-09-16 Howie Jeffrey 10b5-1 S $87,902
2026-09-16 Howie Jeffrey 10b5-1 S $44,276
2026-09-16 Howie Jeffrey 10b5-1 S $79,843
2026-09-16 Howie Jeffrey 10b5-1 S $93,085
2026-09-16 Howie Jeffrey 10b5-1 S $141,307
2026-09-16 Howie Jeffrey 10b5-1 S $41,632
2026-09-16 Howie Jeffrey 10b5-1 S $56,554
2026-09-16 ALBER LAURA 10b5-1 S $1,032,291
2026-09-16 ALBER LAURA 10b5-1 S $1,889,073
Showing the 10 most recent.

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 ▾
☆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 209.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 128.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 80.5 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 72.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 55.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 44.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 33.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 30.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 21.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlpenGlobal Capital LLC CIK 0002062492 0.405 35 6.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 4.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.9 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 0.7 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.3 0.0% 1 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 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 WSM). Qtrs Held counts distinct quarters this fund has actually held WSM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WSM position size. Δ columns are the percentage-point change in WSM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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