Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
15 tracked funds added or opened WCLD while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 86 tracked filers holding WCLD, 26 increased or opened the position and 49 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 2026-Q1 and 2026-Q2 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 2
- BANK OF NOVA SCOTIA$23M
- Bramshill Investments, LLC$641K
Full exits 5
- Concentric Capital Strategies, LP$7M
- TWO SIGMA INVESTMENTS, LP$6M
- JANE STREET GROUP, LLC$540K
- Endowment Wealth Management, Inc.$522K
- RENAISSANCE TECHNOLOGIES LLC$519K
Largest adds
- GOLDMAN SACHS GROUP INC$5M
- JPMORGAN CHASE & CO$2M
- Clearwater Capital Advisors, LLC$2M
- MORGAN STANLEY$2M
- Endurance Services Ltd$2M
- Selective Wealth Management, Inc.$1M
Largest trims
- Curi Capital, LLC$5M
- BANK OF AMERICA CORP /DE/$2M
- IEQ CAPITAL, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$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 trimmed | 1,266,086 | $41M | 23.5% | 2026-Q2 |
| BANK OF NOVA SCOTIA new | 713,468 | $23M | 13.2% | 2026-Q2 |
| Endurance Services Ltd | 354,500 | $11M | 6.6% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 294,035 | $9M | 5.5% | 2026-Q2 |
| Selective Wealth Management, Inc. trimmed | 206,798 | $7M | 4.2% | 2026-Q2 |
| MORGAN STANLEY added | 157,535 | $5M | 2.9% | 2026-Q2 |
| UBS Group AG added | 126,998 | $4M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 97,908 | $3M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 77,421 | $2M | 1.4% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 68,605 | $2M | 1.3% | 2026-Q2 |
| Arax Advisory Partners added | 58,532 | $2M | 1.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 46,341 | $1M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 43,607 | $1M | 0.8% | 2026-Q2 |
| GTS SECURITIES LLC added | 42,008 | $1M | 0.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 39,063 | $1M | 0.7% | 2026-Q2 |
| Yarbrough Capital, LLC | 38,565 | $1M | 0.7% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 27,378 | $878K | 0.5% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 25,125 | $805K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 22,866 | $733K | 0.4% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 20,329 | $652K | 0.4% | 2026-Q2 |
| Bramshill Investments, LLC new | 20,000 | $641K | 0.4% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 19,158 | $614K | 0.4% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 18,828 | $604K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 18,805 | $603K | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 18,366 | $589K | 0.3% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 17,045 | $582K | 0.3% | 2026-Q2 |
| Cypress Point Wealth Management, LLC | 17,633 | $565K | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 15,303 | $491K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 14,705 | $471K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 14,110 | $452K | 0.3% | 2026-Q2 |
| PINEBRIDGE INVESTMENTS LLC added | 13,725 | $440K | 0.3% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 13,103 | $420K | 0.2% | 2026-Q2 |
| Capital Square, LLC new | 9,586 | $325K | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 9,998 | $320K | 0.2% | 2026-Q2 |
| Curi Capital, LLC trimmed | 9,000 | $289K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 8,898 | $285K | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 8,642 | $277K | 0.2% | 2026-Q2 |
| Oxler Private Wealth LLC trimmed | 8,460 | $271K | 0.2% | 2026-Q2 |
| Comprehensive Financial Consultants Institutional, Inc. added | 8,107 | $260K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 8,002 | $257K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,889 | $253K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 7,752 | $248K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,511 | $241K | 0.1% | 2026-Q2 |
| Osbon Capital Management LLC trimmed | 6,827 | $219K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 6,729 | $216K | 0.1% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,710 | $183K | 0.1% | 2026-Q2 |
| Stelac Advisory Services LLC | 5,561 | $178K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 5,442 | $172K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 5,222 | $167K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 4,335 | $139K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 3,597 | $115K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,709 | $87K | 0.1% | 2026-Q2 |
| Y.D. More Investments Ltd trimmed | 2,651 | $85K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,842 | $59K | 0.0% | 2026-Q2 |
| MCF Advisors LLC | 1,100 | $35K | 0.0% | 2026-Q2 |
| FMR LLC added | 875 | $28K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 750 | $24K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 634 | $20K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 600 | $19K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 500 | $16K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 475 | $15K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 442 | $14K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 430 | $14K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc | 400 | $13K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC | 399 | $13K | 0.0% | 2026-Q2 |
| Carolina Wealth Advisors, LLC trimmed | 354 | $11K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 350 | $11K | 0.0% | 2026-Q2 |
| Lavaca Capital LLC | 339 | $11K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 284 | $9K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC added | 250 | $8K | 0.0% | 2026-Q2 |
| Costello Asset Management, INC | 200 | $6K | 0.0% | 2026-Q2 |
| Frazier Financial Advisors, LLC | 168 | $5K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 160 | $5K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 162 | $5K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 150 | $5K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 100 | $3K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 86 | $3K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 64 | $2K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 58 | $2K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC | 33 | $1K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 30 | $962 | 0.0% | 2026-Q2 |
| SHP Wealth Management | 27 | $866 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 25 | $802 | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 10 | $332 | 0.0% | 2026-Q2 |
| Financial Management Professionals, Inc. | 1 | $32 | 0.0% | 2026-Q2 |
| Downshift Financial, LLC new | 1 | $32 | 0.0% | 2026-Q2 |
| Concentric Capital Strategies, LP new | 260,102 | $7M | 4.1% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP added | 213,686 | $6M | 3.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 19,749 | $540K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Endowment Wealth Management, Inc. added | 19,102 | $522K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| RENAISSANCE TECHNOLOGIES LLC new | 19,000 | $519K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| LAVELLE CAPITAL LP new | 218,616 | $8M | 4.4% | 2025-Q4 stale (2 quarters behind) |
| OLD NATIONAL BANCORP /IN/ | 129,055 | $5M | 2.6% | 2025-Q4 stale (2 quarters behind) |
| BYRNE FINANCIAL FREEDOM, LLC added | 118,958 | $4M | 2.4% | 2025-Q4 stale (2 quarters behind) |
| STIFEL FINANCIAL CORP trimmed | 30,937 | $1M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Quadrature Capital Ltd new | 26,143 | $915K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Summit Trail Advisors, LLC trimmed | 178,271 | $6M | 3.7% | 2025-Q2 stale (4 quarters behind) |
| MARSHALL WACE, LLP added | 26,605 | $962K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Qube Research & Technologies Ltd trimmed | 17,361 | $627K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Cubist Systematic Strategies, LLC new | 14,412 | $521K | 0.3% | 2025-Q2 stale (4 quarters behind) |
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.