13F 机构持仓事实摘要

追踪机构数

47

披露持仓价值

$41,424,657.00

披露股数

508,278

最新披露周期

Q2 2026

主要机构持有者

  1. Joel Greenblatt - Gotham Asset Management · $64,354,356 · 0.15%
  2. Israel Englander - Millennium Management · $133,930,906 · 0.05%
  3. Steve Cohen - Point72 Asset Management · $43,973,407 · 0.05%
  4. Jan van Eck - VanEck · $125,255,965 · 0.08%
  5. Artisan Partners · $30,913,521 · 0.05%
  6. T. Rowe Price · $364,531,000 · 0.04%

数据来源与限制

本页使用公开 SEC Form 13F 披露和相关机构申报数据。13F 属于周期性披露,不代表当前实时持仓。

13F Hub 仅提供研究和教育数据,不提供个性化投资建议。

$WFRD

机构持仓

47

主要持仓机构

主要持仓机构

1

Joel Greenblatt - Gotham Asset Management

789,624

0.15%

占比

2

Israel Englander - Millennium Management

1,643,324

0.05%

占比

3

Steve Cohen - Point72 Asset Management

539,551

0.05%

占比

4

Jan van Eck - VanEck

1,536,883

0.08%

占比

5

Artisan Partners

379,307

0.05%

占比

6

T. Rowe Price

4,472,757

0.04%

占比

7

Dmitry Balyasny - Balyasny Asset Management

150,999

0.02%

占比

8

David E. Shaw - D.E. Shaw & Co.

198,554

0.01%

占比

9

BNP Paribas

202,058

0.01%

占比

10

Charles Schwab

771,049

0.01%

占比

11

David Solomon - Goldman Sachs

1,551,770

0.01%

占比

12

Ken Griffin - Citadel Advisors

1,442,765

0.01%

占比

13

Larry Fink - BlackRock

7,923,482

0.01%

占比

14

Voya Investment Mgmt

74,663

0.01%

占比

15

CalPERS

184,988

0.01%

占比

16

Capital World Investors

1,391,568

0.01%

占比

17

Cliff Asness - AQR Capital Management

218,717

0.01%

占比

18

Geode Capital Management

1,662,100

0.01%

占比

19

Invesco

1,831,620

0.01%

占比

20

Jeremy Grantham - GMO

69,047

0.01%

占比

21

Mike Hankin - Brown Advisory INC

79,327

0.01%

占比

22

New York State Teachers Retirement System - New York State Teachers Retirement System

61,728

0.01%

占比

23

Northern Trust Corp

577,293

0.01%

占比

24

State Street Corp

2,418,376

0.01%

占比

25

Two Sigma Investments

78,012

NaN%

占比

26

Wellington Management

345,676

NaN%

占比

27

Nuveen

235,092

NaN%

占比

28

Morgan Stanley

582,275

NaN%

占比

29

UBS Group

187,826

NaN%

占比

30

Lazard Asset Management

16,710

NaN%

占比

31

Ensign Peak Advisors

14,639

NaN%

占比

32

Legal & General

106,385

NaN%

占比

33

Jamie Dimon - JPMorgan Chase

314,464

NaN%

占比

34

Franklin Resources

64,233

NaN%

占比

35

Neuberger Berman

12,011

NaN%

占比

36

SG Americas Securities

8,828

NaN%

占比

37

Amundi

17,658

NaN%

占比

38

Robeco Institutional Asset Management

2,852

NaN%

占比

39

PNC Financial Services

4,114

NaN%

占比

40

Mitsubishi Ufj Asset Management Co., Ltd.

377

NaN%

占比

41

Renaissance Technologies

0

0.00%

占比

42

Ray Dalio - Bridgewater Associates

172,689

0.06%

占比

43

Hotchkis & Wiley

217,216

0.05%

占比

44

Jefferies Group

0

0.00%

占比

45

Nomura Holdings INC

0

0.00%

占比

46

David Einhorn - Greenlight Capital

0

0.00%

占比

47

Alexander Roepers - Atlantic Investment Mgmt

59,023

2.51%

占比

机构洞察PRO

规模分布

MEGA

42%

LARGE

39%

MEDIUM

26%

SMALL

-7%

地理分布

North America
72%
Europe
29%
Asia Pacific
11%
Other
9%

机构活动

Buyers

37

Sellers

34

Holders

71

New

21

Exited

10

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内幕交易PRO

交易统计

Insider Buyers

15

Insider Sellers

34

Purchase Value

$36.3M

角色分布

CEO
27%
CFO
17%
Director
33%
VP
16%
Other
5%
解锁 Pro 版本查看完整数据

综合评级PRO

87

A

综合得分

Moderate institutional interest with stable holdings

评级维度

Institutional Ownership
92
Recent Activity
74
Concentration
66
Momentum
93
Stability
65

近期动作

New

12

Increased

29

Decreased

14

Exited

6

Total

35

解锁 Pro 版本查看完整数据