Signals

WSO

894 in-universe funds with a nonzero position in WSO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1094
Score / z0.052 / 0.06
Consensus216.35 over 398 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
Capital International Investors CIK 0001562230 0.968 446 1,564.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,241.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,187.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 662.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 525.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 474.0 1.3% 3 -0.3 pp -0.3 pp +1.3 pp +1.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 418.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 309.1 0.3% 3 -0.0 pp -0.1 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 277.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 227.6 0.6% 3 -0.3 pp -0.4 pp +0.6 pp +0.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 214.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 194.6 1.6% 3 -0.3 pp -0.6 pp +1.6 pp +1.6 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 159.3 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Capital World Investors CIK 0001422849 0.974 637 146.2 0.0% 3 -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 143.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 136.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 133.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 132.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 129.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Hamlin Capital Management, LLC CIK 0001277403 0.815 30 114.7 2.7% 3 -1.0 pp -0.9 pp +2.7 pp +2.7 pp
NORGES BANK CIK 0001374170 0.994 1617 110.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 107.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 102.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 102.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 87.9 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 85.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 79.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CALEDONIA INVESTMENTS PLC CIK 0001037766 0.905 15 78.5 8.7% 3 -0.0 pp +0.3 pp +8.7 pp +8.7 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 77.8 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 75.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 73.7 0.0% 3 -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 72.4 0.0% 3 -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 72.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 71.0 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 56.3 2.0% 3 +0.3 pp +0.2 pp +2.0 pp +2.0 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 56.0 3.7% 3 +1.0 pp +2.9 pp +3.7 pp +3.7 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 51.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 50.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 48.9 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 46.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 45.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 43.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 42.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 40.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 39.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 38.9 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 38.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp -0.4 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 37.0 1.2% 3 -0.4 pp -0.2 pp +1.2 pp +1.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 34.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 33.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 32.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 31.9 1.6% 3 -0.3 pp -0.2 pp +1.6 pp +1.6 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 28.8 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 28.3 1.1% 3 -0.3 pp -0.9 pp +1.1 pp +1.1 pp
Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 26.6 1.8% 3 -0.3 pp -0.4 pp +1.8 pp +1.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 26.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 26.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 23.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 23.8 1.8% 3 -0.3 pp -0.5 pp +1.8 pp +1.8 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 23.4 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 22.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Curi Capital, LLC CIK 0001332905 0.548 888 22.6 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 22.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 21.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 21.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 20.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 20.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 20.6 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 20.5 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 19.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 19.9 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 19.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 19.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 19.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 18.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 18.8 3.0% 3 +0.5 pp +0.3 pp +3.0 pp +3.0 pp
Amundi CIK 0001330387 0.000 1 18.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 18.4 1.1% 3 -0.0 pp -0.5 pp +1.1 pp +1.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 18.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 17.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 15.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 15.8 1.6% 3 -1.2 pp -1.2 pp +1.6 pp +1.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 15.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 15.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 15.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 15.2 0.8% 3 +0.0 pp +0.2 pp +0.8 pp +0.8 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 15.1 0.2% 3 -0.4 pp -0.6 pp +0.2 pp +0.2 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 14.2 2.5% 3 -0.2 pp -0.6 pp +2.5 pp +2.5 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 13.0 1.3% 3 -0.3 pp -0.5 pp +1.3 pp +1.3 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 12.8 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 12.5 1.5% 3 -0.4 pp -0.7 pp +1.5 pp +1.5 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 12.4 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 12.2 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 12.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.0 0.0% 3 -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 11.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 11.7 1.6% 4 -0.2 pp -0.5 pp -0.9 pp +1.6 pp
Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 11.5 6.0% 3 -0.4 pp -0.4 pp +6.0 pp +6.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 11.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WENDELL DAVID ASSOCIATES INC CIK 0000878228 0.635 155 10.6 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 10.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 10.1 2.6% 3 +0.9 pp +0.8 pp +2.6 pp +2.6 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 10.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 9.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 9.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 9.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
AVIVA PLC CIK 0001140022 0.925 854 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crown Oak Advisors, LLC CIK 0002009273 0.614 23 9.0 4.3% 3 -0.7 pp -0.7 pp +4.3 pp +4.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 8.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 7.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
DF DENT & CO INC CIK 0000934999 0.597 271 7.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 7.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ascent Group, LLC CIK 0001913231 0.508 808 6.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOUTHERNSUN ASSET MANAGEMENT, LLC CIK 0001089755 0.592 29 6.2 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 6.1 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 6.1 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 6.0 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 5.9 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 5.8 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 5.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 +0.0 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
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
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Formuepleje A/S CIK 1801212 0.374 96 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 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 -0.1 pp -0.1 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 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
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.020 253 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 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
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 -0.1 pp -0.2 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
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.0 0.0% 0 -0.1 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
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 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 +0.0 pp -1.0 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
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 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
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 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
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 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 +0.0 pp -0.1 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
FSA Wealth Management LLC CIK 0001804256 0.827 574 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
Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Enhancing Capital LLC CIK 0001909572 0.258 90 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 0.0 0.0% 0 -0.4 pp -0.5 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
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
Bares Capital Management, Inc. CIK 0001340807 0.923 24 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
CROWN ADVISORS MANAGEMENT, INC. CIK 0001733248 0.311 43 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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