Who owns WCLD (WCLD)
Which tracked institutional funds hold WCLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WCLD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened WCLD while 20 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WCLD’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WCLD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 93 tracked filers holding WCLD, 41 increased or opened the position and 51 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WCLD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Concentric Capital Strategies, LP$7M
- GTS SECURITIES LLC$753K
- IHT Wealth Management, LLC$714K
- RENAISSANCE TECHNOLOGIES LLC$519K
Full exits 5
- LAVELLE CAPITAL LP$8M
- OLD NATIONAL BANCORP /IN/$5M
- BYRNE FINANCIAL FREEDOM, LLC$4M
- STIFEL FINANCIAL CORP$1M
- Quadrature Capital Ltd$915K
Largest adds
- GOLDMAN SACHS GROUP INC$29M
- Curi Capital, LLC$4M
- BANK OF AMERICA CORP /DE/$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Largest trims
- JPMORGAN CHASE & CO$4M
- MORGAN STANLEY$4M
- Selective Wealth Management, Inc.$3M
- Endurance Services Ltd$3M
- Wealthfront Advisers LLC$1M
- IEQ CAPITAL, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 1,298,658 | $35M | 23.3% | 2026-Q1 |
| Endurance Services Ltd | 354,500 | $10M | 6.4% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 261,011 | $7M | 4.7% | 2026-Q1 |
| Concentric Capital Strategies, LP new | 260,102 | $7M | 4.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 213,686 | $6M | 3.8% | 2026-Q1 |
| Selective Wealth Management, Inc. trimmed | 210,060 | $6M | 3.8% | 2026-Q1 |
| Curi Capital, LLC added | 190,934 | $5M | 3.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 174,838 | $5M | 3.1% | 2026-Q1 |
| IEQ CAPITAL, LLC | 132,016 | $4M | 2.4% | 2026-Q1 |
| UBS Group AG added | 115,868 | $3M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 101,349 | $3M | 1.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 56,211 | $2M | 1.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 45,939 | $1M | 0.8% | 2026-Q1 |
| Yarbrough Capital, LLC | 38,565 | $1M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 34,599 | $946K | 0.6% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 33,382 | $912K | 0.6% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 30,000 | $820K | 0.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 27,564 | $753K | 0.5% | 2026-Q1 |
| IHT Wealth Management, LLC added | 26,125 | $714K | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 22,619 | $618K | 0.4% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC trimmed | 20,325 | $555K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 19,749 | $540K | 0.4% | 2026-Q1 |
| Endowment Wealth Management, Inc. added | 19,102 | $522K | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 19,000 | $519K | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 18,955 | $518K | 0.3% | 2026-Q1 |
| Arax Advisory Partners added | 18,156 | $496K | 0.3% | 2026-Q1 |
| Cypress Point Wealth Management, LLC | 17,633 | $482K | 0.3% | 2026-Q1 |
| Bison Wealth, LLC | 17,231 | $474K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 17,179 | $469K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 14,420 | $394K | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 13,751 | $376K | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 13,719 | $375K | 0.2% | 2026-Q1 |
| FIRST COMMUNITY TRUST NA trimmed | 13,310 | $364K | 0.2% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 13,103 | $358K | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 11,765 | $321K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC | 11,163 | $305K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,985 | $300K | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 10,222 | $279K | 0.2% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 9,523 | $260K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 9,072 | $248K | 0.2% | 2026-Q1 |
| Oxler Private Wealth LLC trimmed | 8,685 | $237K | 0.2% | 2026-Q1 |
| Osbon Capital Management LLC added | 8,483 | $232K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 8,306 | $227K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 8,241 | $225K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 7,849 | $214K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 7,817 | $214K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,572 | $207K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC | 7,328 | $200K | 0.1% | 2026-Q1 |
| Opal Wealth Advisors, LLC added | 6,231 | $170K | 0.1% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC added | 5,710 | $156K | 0.1% | 2026-Q1 |
| Stelac Advisory Services LLC added | 5,561 | $152K | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 5,442 | $145K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 5,222 | $143K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 4,410 | $120K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 3,892 | $106K | 0.1% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 3,307 | $90K | 0.1% | 2026-Q1 |
| Y.D. More Investments Ltd trimmed | 2,801 | $76K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,709 | $74K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,177 | $58K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,070 | $57K | 0.0% | 2026-Q1 |
| MCF Advisors LLC new | 1,100 | $30K | 0.0% | 2026-Q1 |
| Destiny Wealth Partners, LLC trimmed | 843 | $23K | 0.0% | 2026-Q1 |
| LAVELLE CAPITAL LP new | 218,616 | $8M | 5.0% | 2025-Q4 stale |
| Summit Trail Advisors, LLC trimmed | 178,271 | $6M | 4.2% | 2025-Q2 stale |
| OLD NATIONAL BANCORP /IN/ | 129,055 | $5M | 3.0% | 2025-Q4 stale |
| Bremer Bank National Association | 129,055 | $4M | 2.8% | 2025-Q1 stale |
| BYRNE FINANCIAL FREEDOM, LLC added | 118,958 | $4M | 2.7% | 2025-Q4 stale |
| StoneCrest Wealth Management, Inc. added | 95,861 | $3M | 2.0% | 2025-Q1 stale |
| Thrive Capital Management, LLC added | 28,518 | $1M | 1.0% | 2025-Q1 stale |
| STIFEL FINANCIAL CORP trimmed | 30,937 | $1M | 0.7% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 26,605 | $962K | 0.6% | 2025-Q2 stale |
| Quadrature Capital Ltd new | 26,143 | $915K | 0.6% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 17,361 | $627K | 0.4% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC new | 14,412 | $521K | 0.3% | 2025-Q2 stale |
| CW Advisors, LLC new | 13,366 | $483K | 0.3% | 2025-Q2 stale |
| Integrated Wealth Concepts LLC trimmed | 13,075 | $424K | 0.3% | 2025-Q1 stale |
| SFI Advisors, LLC trimmed | 11,199 | $392K | 0.3% | 2025-Q4 stale |
| MILESTONE ASSET MANAGEMENT, LLC added | 10,865 | $380K | 0.3% | 2025-Q4 stale |
| PINEBRIDGE INVESTMENTS LLC new | 8,937 | $313K | 0.2% | 2025-Q4 stale |
| Graypoint LLC | 8,078 | $292K | 0.2% | 2025-Q2 stale |
| PINEBRIDGE INVESTMENTS, L.P. trimmed | 7,772 | $273K | 0.2% | 2025-Q3 stale |
| Private Advisor Group, LLC trimmed | 7,458 | $270K | 0.2% | 2025-Q2 stale |
| CEERA INVESTMENTS, LLC | 7,091 | $256K | 0.2% | 2025-Q2 stale |
| BLAIR WILLIAM & CO/IL | 7,195 | $252K | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 7,104 | $249K | 0.2% | 2025-Q4 stale |
| Comprehensive Financial Consultants Institutional, Inc. added | 6,993 | $245K | 0.2% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC trimmed | 6,942 | $244K | 0.2% | 2025-Q3 stale |
| Wolf Group Capital Advisors trimmed | 7,411 | $240K | 0.2% | 2025-Q1 stale |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 6,824 | $239K | 0.2% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,318 | $222K | 0.1% | 2025-Q4 stale |
| Atria Investments, Inc added | 6,277 | $220K | 0.1% | 2025-Q4 stale |
| O'ROURKE & COMPANY, Inc trimmed | 5,974 | $209K | 0.1% | 2025-Q4 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 5,795 | $203K | 0.1% | 2025-Q4 stale |
| Banque Cantonale Vaudoise | 3,354 | $117K | 0.1% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. trimmed | 2,640 | $93K | 0.1% | 2025-Q3 stale |
| Kestra Advisory Services, LLC trimmed | 1,871 | $66K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 1,800 | $63K | 0.0% | 2025-Q4 stale |
| North Star Investment Management Corp. | 1,725 | $60K | 0.0% | 2025-Q4 stale |
| Fairman Group, LLC | 1,560 | $56K | 0.0% | 2025-Q2 stale |
| SVB WEALTH LLC new | 755 | $24K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.