Signals

WSO

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

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
2026-09-17 8-K Item(s) 3.02
2026-07-29 8-K Item(s) 2.02, 7.01, 9.01
2026-06-04 8-K Item(s) 3.02
2026-06-04 8-K Item(s) 9.01
2026-06-03 8-K Item(s) 5.07
2026-04-29 8-K Item(s) 3.02
2026-04-28 8-K Item(s) 2.02, 7.01, 9.01
2026-02-17 8-K Item(s) 2.02, 7.01, 9.01
2025-10-29 8-K Item(s) 2.02, 7.01, 9.01
2025-07-30 8-K Item(s) 2.02, 7.01, 9.01
2024-11-04 Ownership Dilution filing by WATSCO INC (424B5)
2024-11-04 Ownership Dilution filing by WATSCO INC (424B5)
2024-05-03 Ownership Dilution filing by WATSCO INC (424B5)
2024-03-29 Ownership Dilution filing by WATSCO INC (424B5)
2023-11-03 Ownership Dilution filing by WATSCO INC (424B5)
2022-02-25 Ownership Dilution filing by WATSCO INC (424B5)
2021-11-04 Ownership Dilution filing by WATSCO INC (424B5)
2021-08-06 Ownership Dilution filing by WATSCO INC (424B5)
2017-08-23 Ownership Dilution filing by WATSCO INC (424B5)

Flow ranking

Rank#1339
Score / z0.030 / 0.01
Consensus288.71 over 496 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-1% / 4.7d

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 Evalpending
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 1,487.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 1,264.4 0.3% 4 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Capital Research Global Investors CIK 0001422848 0.983 426 690.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 687.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 487.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 483.6 1.4% 4 +0.1 pp -0.1 pp -0.2 pp +1.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 463.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 413.7 0.4% 4 +0.2 pp +0.1 pp +0.1 pp +0.4 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 324.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 237.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 212.0 0.6% 4 -0.0 pp -0.3 pp -0.4 pp +0.6 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 211.8 1.8% 4 +0.2 pp -0.1 pp -0.3 pp +1.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 204.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 198.4 1.1% 4 +0.2 pp +0.3 pp +0.3 pp +1.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 155.3 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 153.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 132.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 123.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hamlin Capital Management, LLC CIK 0001277403 0.815 30 122.7 3.0% 4 +0.2 pp -0.8 pp -0.7 pp +3.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 120.4 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 118.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 109.2 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 106.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 95.3 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 91.6 0.0% 4 +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 87.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CALEDONIA INVESTMENTS PLC CIK 0001037766 0.905 15 84.7 9.9% 4 +1.2 pp +1.2 pp +1.5 pp +9.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 82.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 82.2 0.4% 4 +0.0 pp -0.1 pp +0.0 pp +0.4 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 78.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 78.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 76.3 1.0% 4 +0.1 pp -0.1 pp -0.2 pp +1.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 63.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Investment Partners, LLC CIK 0001534561 0.547 64 62.5 4.3% 4 +0.6 pp +1.6 pp +3.4 pp +4.3 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 59.2 1.9% 4 +0.7 pp +0.3 pp +0.5 pp +1.9 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 54.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 53.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 52.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 52.0 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 51.6 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 51.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 48.6 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 47.9 1.2% 4 +0.7 pp +0.6 pp +0.5 pp +1.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 47.6 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 45.0 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 44.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 44.3 0.9% 4 +0.2 pp +0.3 pp +0.2 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 39.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 38.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 37.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 37.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 37.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 33.2 0.9% 4 +0.1 pp +0.0 pp -0.1 pp +0.9 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 32.6 1.8% 4 +0.2 pp -0.1 pp -0.0 pp +1.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 31.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 30.3 1.2% 4 +0.1 pp -0.2 pp -0.8 pp +1.2 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 29.5 0.7% 4 +0.2 pp +0.1 pp +0.0 pp +0.7 pp
Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 28.4 2.2% 4 +0.3 pp +0.1 pp -0.1 pp +2.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 27.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 26.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 25.9 0.4% 4 +0.1 pp -0.0 pp -0.1 pp +0.4 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 25.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 23.9 0.4% 4 +0.0 pp -0.1 pp -0.2 pp +0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 23.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 23.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 23.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 21.8 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
Swedbank AB CIK 0000946431 0.941 696 21.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 20.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 20.3 3.3% 4 +0.3 pp +0.8 pp +0.6 pp +3.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 20.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 20.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 19.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 18.9 2.7% 4 +1.1 pp -0.1 pp -0.1 pp +2.7 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 18.8 1.0% 4 +0.1 pp +0.2 pp +0.4 pp +1.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 18.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 17.6 1.2% 4 +0.2 pp +0.2 pp -0.4 pp +1.2 pp
Amundi CIK 0001330387 0.000 1 17.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 17.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 17.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 16.7 0.2% 4 +0.0 pp -0.4 pp -0.6 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 16.2 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 16.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 15.4 2.7% 4 +0.2 pp -0.1 pp -0.4 pp +2.7 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 14.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Bath Savings Trust Co CIK 0001384943 0.576 177 13.7 1.5% 4 +0.2 pp -0.1 pp -0.3 pp +1.5 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 13.5 1.7% 4 +0.2 pp -0.2 pp -0.5 pp +1.7 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 13.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 13.2 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 12.9 0.6% 4 +0.1 pp -0.1 pp -0.3 pp +0.6 pp
Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 12.8 6.4% 4 +0.4 pp -0.0 pp -0.0 pp +6.4 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 12.6 1.7% 4 +0.1 pp -0.0 pp -0.1 pp +1.7 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 12.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 12.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 12.4 1.8% 5 +0.2 pp +0.0 pp -0.3 pp -0.7 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 12.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 12.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 11.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WENDELL DAVID ASSOCIATES INC CIK 0000878228 0.635 155 11.2 1.2% 4 +0.1 pp -0.1 pp -0.2 pp +1.2 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 11.1 3.0% 4 +0.5 pp +1.4 pp +1.2 pp +3.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 10.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 10.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 10.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 10.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 10.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crown Oak Advisors, LLC CIK 0002009273 0.614 23 9.9 4.9% 4 +0.7 pp -0.1 pp -0.1 pp +4.9 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 9.6 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 9.2 0.3% 4 -1.6 pp -1.3 pp -1.4 pp +0.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 9.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Taylor Securities Services, Inc. CIK 0002115182 0.765 63 8.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 8.5 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 8.3 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 8.1 0.3% 4 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 7.8 0.7% 4 +0.1 pp +0.0 pp -0.1 pp +0.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 7.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ironvine Capital Partners, LLC CIK 0001730478 0.545 56 6.9 0.8% 4 +0.4 pp +0.4 pp +0.4 pp +0.8 pp
SOUTHERNSUN ASSET MANAGEMENT, LLC CIK 0001089755 0.592 29 6.8 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
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Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 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
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Enhancing Capital LLC CIK 0001909572 0.258 90 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 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
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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 (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