Signals

WTS

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

Flow ranking

Rank#23124
Score / z0.000 / -0.00
Consensus169.70 over 287 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,001.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 866.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 649.2 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 279.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 253.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 225.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 207.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 145.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 143.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 133.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Mirova US LLC CIK 0001802900 0.862 45 131.8 1.3% 2 -0.6 pp +1.3 pp +1.3 pp +1.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 131.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 122.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 109.8 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 105.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 90.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Port Capital LLC CIK 0001729212 0.798 108 70.2 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 68.0 0.0% 2 +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 66.0 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 63.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 57.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 56.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 55.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Amundi CIK 0001330387 0.000 1 52.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 52.0 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 50.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 48.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 45.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 45.5 0.0% 2 -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 44.0 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 40.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 38.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 34.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 33.2 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 32.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 32.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 29.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 29.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 28.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
EULAV Asset Management CIK 0001540826 0.373 152 27.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 26.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 26.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triodos Investment Management BV CIK 0001748729 0.649 50 24.0 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 23.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIL Ltd CIK 0000318989 0.878 1140 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 22.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 21.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 21.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 19.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 18.9 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 18.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 18.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 17.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 16.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 16.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 15.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 15.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 15.1 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 14.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 14.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 14.0 0.0% 2 +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 13.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 13.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 12.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
North Growth Management Ltd. CIK 0001745796 0.569 48 11.1 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 9.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 8.9 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 7.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Quilter Plc CIK 0001770632 0.827 131 7.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 6.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.5 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 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 6.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vest Financial, LLC CIK 0001709632 0.555 420 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 5.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 5.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIROVA CIK 0001767843 0.367 185 4.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
COMERICA BANK CIK 0000901541 0.812 3711 4.1 0.0% 2 +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 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS & CO/CA CIK 0001055544 0.441 134 3.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
&PARTNERS CIK 0000107136 0.806 2509 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E. Ohman J:or Asset Management AB CIK 0002009396 0.686 465 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 3.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 3.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 2.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 2.6 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 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 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 WTS). Qtrs Held counts distinct quarters this fund has actually held WTS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WTS position size. Δ columns are the percentage-point change in WTS'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