Signals

WSO

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

Flow ranking

Rank#1007
Score / z0.060 / 0.09
Consensus253.78 over 452 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Accruals as of 2026Q2
Accrual ratio0.033
F-score
M-score
Net issuance

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-17 8-K 3.02
2026-07-29 8-K 2.02, 7.01, 9.01
2026-06-04 8-K/A 3.02
2026-06-04 8-K 9.01
2026-06-03 8-K 5.07
2026-04-29 8-K 3.02
2026-04-28 8-K 2.02, 7.01, 9.01
2026-02-17 8-K 2.02, 7.01, 9.01
2025-10-29 8-K 2.02, 7.01, 9.01
2025-07-30 8-K 2.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-11-04 424B5 WATSCO INC
2024-11-04 424B5 WATSCO INC
2024-05-03 424B5 WATSCO INC
2024-03-29 424B5 WATSCO INC
2023-11-03 424B5 WATSCO INC
2022-02-25 424B5 WATSCO INC
2021-11-04 424B5 WATSCO INC
2021-08-06 424B5 WATSCO INC
2017-08-23 424B5 WATSCO INC

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 1,513.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,435.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,213.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 924.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 625.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 611.5 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 4261 500.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 381.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 323.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Capital World Investors CIK 0001422849 0.974 637 256.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 255.1 0.0% 2 -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 247.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 228.5 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 194.9 0.1% 2 -0.0 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 183.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 165.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hamlin Capital Management, LLC CIK 0001277403 0.815 30 163.9 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 157.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 143.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 136.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 132.9 0.0% 2 -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 127.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 123.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 111.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 104.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 92.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 91.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALEDONIA INVESTMENTS PLC CIK 0001037766 0.905 15 88.7 8.7% 2 +0.3 pp +8.7 pp +8.7 pp +8.7 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 86.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 80.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 75.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 70.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 63.1 0.1% 2 -0.0 pp +0.1 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 60.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 59.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 55.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 53.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 53.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 52.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 50.5 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 48.9 0.6% 1 +0.6 pp +0.6 pp -0.3 pp +0.6 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 48.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 47.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 46.0 0.0% 2 +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 45.6 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 44.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 43.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 43.3 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 42.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 42.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 42.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 41.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 40.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 40.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 39.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 39.5 2.7% 2 +1.8 pp +2.7 pp +2.7 pp +2.7 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 38.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 36.8 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 34.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Swedbank AB CIK 0000946431 0.941 696 34.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 33.0 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 32.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 31.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 29.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 29.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 28.8 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 28.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 28.4 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 28.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 27.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 26.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 26.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 26.5 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 26.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 26.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 25.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 25.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 25.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 24.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 23.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 22.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 22.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 22.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 22.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 21.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broad Bay Capital Management, LP CIK 0001759115 0.190 23 20.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 19.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 19.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 18.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 17.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 15.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 15.9 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 15.8 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 15.8 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 15.6 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 15.5 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 15.5 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 15.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Amundi CIK 0001330387 0.000 1 14.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 14.9 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 14.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 13.7 1.8% 3 -0.3 pp -0.7 pp +1.8 pp +1.8 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 13.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
COMERICA BANK CIK 0000901541 0.812 3711 13.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WENDELL DAVID ASSOCIATES INC CIK 0000878228 0.635 155 13.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 12.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 12.3 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 12.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AVIVA PLC CIK 0001140022 0.925 854 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crown Oak Advisors, LLC CIK 0002009273 0.614 23 10.6 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 9.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 9.2 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
DF DENT & CO INC CIK 0000934999 0.597 271 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 8.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 8.3 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
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 7.8 3.2% 2 -0.5 pp +3.2 pp +3.2 pp +3.2 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 7.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 7.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 7.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 7.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 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
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
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
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 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
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 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
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Abacus FCF Advisors LLC CIK 0001604903 0.160 58 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 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
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.3 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
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 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
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CROWN ADVISORS MANAGEMENT, INC. CIK 0001733248 0.311 43 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 WSO). Qtrs Held counts distinct quarters this fund has actually held WSO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WSO position size. Δ columns are the percentage-point change in WSO'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