Signals

WTS

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

Flow ranking

Rank#21576
Score / z0.000 / -0.01
Consensus158.08 over 277 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 995.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 848.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 592.3 1.6% 3 +0.0 pp +0.2 pp +1.6 pp +1.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 269.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 245.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 229.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 178.8 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 144.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 141.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mirova US LLC CIK 0001802900 0.862 45 127.1 1.3% 3 -0.1 pp -0.6 pp +1.3 pp +1.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 126.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 120.8 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 117.5 1.1% 3 -0.1 pp +0.0 pp +1.1 pp +1.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 106.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 100.6 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 97.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 86.8 0.0% 3 -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 78.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Port Capital LLC CIK 0001729212 0.798 108 71.0 3.1% 3 +0.1 pp +0.5 pp +3.1 pp +3.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 66.8 0.0% 3 -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 64.5 0.0% 3 -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 60.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 59.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 56.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 52.4 2.2% 3 -0.0 pp +0.2 pp +2.2 pp +2.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 47.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 47.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 45.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 43.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 41.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 36.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 33.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
EULAV Asset Management CIK 0001540826 0.373 152 31.6 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 30.6 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 30.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 30.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 28.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 27.9 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 27.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 25.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triodos Investment Management BV CIK 0001748729 0.649 50 24.1 1.7% 3 +0.0 pp +0.2 pp +1.7 pp +1.7 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 24.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 23.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 23.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 22.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 21.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 21.7 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 21.6 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 21.2 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 19.8 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 19.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 18.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 17.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 17.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 16.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 15.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 14.9 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 14.9 0.0% 3 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 14.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 14.7 0.5% 3 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 14.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 13.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 12.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 12.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 12.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Growth Management Ltd. CIK 0001745796 0.569 48 11.1 1.7% 3 -0.2 pp -0.1 pp +1.7 pp +1.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.2 0.0% 3 +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 9.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 9.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 9.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 9.3 0.3% 1 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 9.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 9.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.6 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 8.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 7.5 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 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 7.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quilter Plc CIK 0001770632 0.827 131 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 6.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Vest Financial, LLC CIK 0001709632 0.555 420 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.3 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 6.1 0.0% 3 -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 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 6.0 0.0% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 4.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 4.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 4.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 4.2 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 4.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIROVA CIK 0001767843 0.367 185 4.0 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 3.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 3.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JACOBS & CO/CA CIK 0001055544 0.441 134 3.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Cumberland Partners Ltd CIK 0001578985 0.443 153 3.6 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 3.5 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
E. Ohman J:or Asset Management AB CIK 0002009396 0.686 465 3.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.2 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 3.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 3.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 3.0 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 2.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 2.7 0.0% 3 +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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 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
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 0.0 0.0% 0 -3.5 pp -3.2 pp +0.0 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
Trexquant Investment LP CIK 0001633445 0.116 1625 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 -0.2 pp -0.2 pp -0.2 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 -0.8 pp -1.0 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
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
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 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 -0.0 pp -0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 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
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 0.0 0.0% 0 +0.0 pp -0.1 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
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.1 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
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp -0.1 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
Balboa Wealth Partners CIK 0001929008 0.294 476 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 (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