64 + Investors. Track Smart Money conviction in WALD. See who's accumulating, reducing, or initiating positions.
Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly
Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.
In 2026 Q1, 31 hedge funds were net buyers of WALD (10 opened a new position, 21 added to an existing one), while 25 reduced or exited (15 trimmed, 10 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 65.
Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.
Signal Freshness measures how much WALD has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.
WALD outperformed XLP by +34.7% since March 31, 2026.
Since the filing became public, WALD outperformed XLP by -10.5% .
Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →
No strong consensus or elite conviction detected among institutional holders.
Track Smart Money conviction in WALD. See who's accumulating, reducing, or initiating positions.
| Metric | All 13F Filers (2026 Q1) | Prior (2025 Q4) | Change |
|---|---|---|---|
| Funds Holding | 64 | 65 | -1.54% |
| 13F Shares | 21M | 21M | 0.81% |
| Total Value | $20M | $40M | -48.71% |
| New Positions | 9 | 11 | -2 |
| Increased Positions | 21 | 19 | +2 |
| Closed Positions | 10 | 5 | +5 |
| Reduced Positions | 15 | 19 | -4 |
| Total Calls | 0 | 0 | - |
| Total Puts | 0 | 0 | - |
| PUT/CALL Ratio | 0.0 | 0.0 | Bullish |
| Market Cap | -- |
| Enterprise Value | -- |
| Trailing P/E | -- |
| Forward P/E | -- |
| PEG Ratio (5yr expected) | -- |
| Price/Sales (ttm) | -- |
| Price/Book (mrq) | -- |
| Enterprise Value/Revenue | -- |
| Enterprise Value/EBITDA | -- |
| Beta (5Y Monthly) | -- |
| Short Ratio (Days to Cover) | -- |
| Short % of Float | -- |
| Profit Margin | -- |
| Return on Assets (ttm) | -- |
| Return on Equity (ttm) | -- |
| Revenue (ttm) | -- |
| Net Income Avi to Common (ttm) | -- |
| Diluted EPS (ttm) | -- |
| Total Cash (mrq) | -- |
| Total Debt/Equity (mrq) | -- |
| Levered Free Cash Flow (ttm) | -- |
Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WALD. Verified SEC 13F-HR filings.
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
Slight buying edge — 55% buying: Last quarter: 31 funds bought or added vs 25 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
Smaller funds dominant — 10% AUM from top-100: 24 of 65 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
Mixed — 37% long-term, 32% new: Of the 65 current holders: 24 (37%) held >2 years, 20 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
As of today, WALD has moved -10.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the XLP sector ETF — an outperformance of -10.5%. Since the quarter end (March 31, 2026), WALD has gained +38.2% vs +3.5% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.
All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.
Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.