Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Two Rds Shared Tr (WLDR)

14 + Investors. Track Smart Money conviction in WLDR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — WLDR

Based on 14 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WLDR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
14 funds currently hold this stock — 82% of the 3.0-year high of 17 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

7 buying8 selling
Last quarter: 8 funds reduced or exited vs 7 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 0 → 7 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 29% new

36% conviction (2yr+) 36% medium 29% new
Of the 14 current holders: 5 (36%) held >2 years, 5 held 1–2 years, and 4 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.
💰

Value +37% but shares only +7% — price-driven

Value
+36%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~2 new funds/quarter

3 → 2 → 0 → 7 → 2 new funds/Q
New funds entering each quarter: 2 → 0 → 7 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 36% newcomers

43% veterans 21% 1-2yr 36% new
Entry-cohort mix of 14 holders: 6 (43%) are 2+ year veterans, 3 entered 1–2 years ago, and 5 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
3 of 14 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — WLDR

In 2026 Q2, 7 hedge funds were net buyers of WLDR (2 opened a new position, 5 added to an existing one), while 8 reduced or exited (3 trimmed, 5 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 14.

Hedge Fund Ownership: WLDR

How many hedge funds hold WLDR — quarterly history vs. share price
Quarterly hedge fund ownership of WLDR vs. share price

Market Analysis: WLDR

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: WLDR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: WLDR
14 + Investors

Track Smart Money conviction in WLDR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 14 17 -17.65%
13F Shares 1M 1M 6.53%
Total Value $67M $49M 36.57%
New Positions 2 7 -5
Increased Positions 5 5 -
Closed Positions 5 2 +3
Reduced Positions 3 1 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WLDR

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Institutional Holders (2026 Q2)

14 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WLDR. Verified SEC 13F-HR filings.

QUARTER:
Top 14 WLDR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sowell Financial Services LLC 1.81% 1,190,369 $55.3M
2 GeoWealth Management, LLC 0.12% 80,077 $3.7M
3 Rational Advisors, INC. 0.11% 26,563 $1.2M
4 Norden Group LLC 0.02% 6,230 $290K
5 Equitable Holdings, Inc. 0.00% 15,986 $743K
6 Lanark Financial, INC. 0.00% 397 $18K
7 LPL Financial LLC 0.00% 84,323 $3.9M
8 Cetera Investment Advisers 0.00% 12,264 $570K
9 Osaic Holdings, INC. 0.00% 4,200 $195K
10 Global Retirement Partners, LLC 0.00% 162 $8K
11 Jones Financial Companies Lllp 0.00% 5,144 $236K
12 Jane Street Group, LLC 0.00% 6,606 $307K
13 Assetmark, Inc 0.00% 202 $9K
14 Morgan Stanley 0.00% 278 $13K
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

Frequently Asked Questions — Two Rds Shared Tr (WLDR)

What does the Smart Money Trend signal show for WLDR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WLDR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WLDR?

More sellers than buyers — 47% buying: Last quarter: 8 funds reduced or exited vs 7 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WLDR holders?

Smaller funds dominant — 6% AUM from top-100: 3 of 14 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WLDR?

Mixed — 36% long-term, 29% new: Of the 14 current holders: 5 (36%) held >2 years, 5 held 1–2 years, and 4 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.

Where does this institutional ownership data come from?

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.

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