Question 1

Which hedge funds and institutional investors hold IWD?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for IWD shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for IWD whale holdings?

Accepted Answer

Conviction level reflects how significant IWD is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to IWD, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for IWD?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about IWD?

Accepted Answer

QoQ changes for IWD show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Fidelity (FMR)	7.7M	$1.6B	0.1%	$1898.4B
Elliott Management	1.0M	$213.7M	1.1%	$20.1B
Franklin Templeton	508.8K	$108.7M	0.0%	$408.3B
Two Sigma	331.2K	$70.8M	0.1%	$123.9B
Northern Trust	306.1K	$65.4M	0.0%	$756.6B
Kayne Anderson	285.4K	$61.0M	0.2%	$34.0B
American Century	224.3K	$47.9M	0.0%	$194.3B
AQR Capital	191.5K	$40.9M	0.0%	$218.4B
Gotham Asset	115.3K	$24.6M	0.1%	$32.7B
Renaissance Tech	93.7K	$20.0M	0.0%	$63.9B
Citadel	51.2K	$10.9M	0.0%	$618.5B
Neuberger Berman (Eisman)	19.5K	$4.2M	0.0%	$131.4B
Citadel	15.3K	$3.3M	0.0%	$618.5B
Fisher Investments	13.8K	$2.9M	0.0%	$294.9B
Millennium	12.1K	$2.6M	0.0%	$240.3B
Capital World	11.2K	$2.4M	0.0%	$732.9B
BlackRock	11.0K	$2.3M	—	$5723.5B
Epoch	10.4K	$2.2M	0.0%	$16.5B
Smead	6.3K	$1.3M	0.0%	$4.6B
Tudor	2.8K	$603K	0.0%	$53.9B

IWD

Who Holds IWD

Changes This Quarter