For informational purposes only. Data on this page is aggregated from public sources (SEC EDGAR, FINRA, and similar databases) and does not constitute financial advice, a recommendation to buy or sell any security, or professional investment guidance. Guerilla Finance LLC is not a registered investment advisor. Always conduct your own research and consult a licensed financial professional before making investment decisions. Full disclaimer →
FundFlowWES

WESInstitutional Flow

Period: 2025-12-31 · 10 managers with activity

+0.20
NEUTRAL
Confidence: 67%
New Positions
4
Increased
2
Decreased
4
Exited
0

Quarterly Flow History

2024-03
-0.11
9m
2024-06
-0.25
8m
2024-09
+0.33
9m
2024-12
-0.80
10m
2025-03
+0.14
7m
2025-06
-0.43
7m
2025-09
-0.20
5m
2025-12
+0.20
10m

Accumulating (6)

ManagerActionSharesValue
Horizon KineticsNEW POSITION134K$5.3B
DFANEW POSITION28K$1.1B
GabelliNEW POSITION9K$357.5M
American CenturyNEW POSITION5K$212.4M
ClearBridgeINCREASED2.6M+18%$103.6B
CitadelINCREASED310K+42%$12.2B

Distributing (4)

ManagerActionSharesPrev Value
Northern TrustDECREASED3K-91%$115.1M
JennisonDECREASED375K-5%$14.8B
InvescoDECREASED28K-7%$1.1B
BlackRockDECREASED62-83%$2.4M
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →