Question 1

Which hedge funds and institutional investors hold WMS?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for WMS 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 WMS whale holdings?

Accepted Answer

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

Question 3

How current is the whale data for WMS?

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 WMS?

Accepted Answer

QoQ changes for WMS 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
State Street	2.5M	$341.4M	0.0%	$2896.4B
American Century	1.7M	$227.3M	0.1%	$194.3B
Baillie Gifford	995.9K	$136.6M	0.1%	$97.9B
William Blair	655.7K	$89.9M	0.3%	$30.3B
Kayne Anderson	635.2K	$87.1M	0.3%	$34.0B
Adage Capital	550.0K	$75.4M	0.1%	$64.8B
Schonfeld	489.3K	$67.1M	0.5%	$14.2B
Robeco	308.4K	$42.3M	0.9%	$4.7B
Gotham Asset	294.7K	$40.4M	0.1%	$32.7B
Geode Capital	273.0K	$37.4M	0.0%	$1607.5B
Capital World	262.9K	$36.0M	0.0%	$732.9B
Millennium	223.9K	$30.7M	0.0%	$240.3B
GMO	197.8K	$27.1M	0.1%	$39.1B
Epoch	158.8K	$21.8M	0.1%	$16.5B
BlackRock	141.7K	$19.4M	0.0%	$5723.5B
Arrowstreet	123.6K	$17.0M	0.0%	$184.8B
Franklin Templeton	120.1K	$16.5M	0.0%	$408.3B
WCM	113.9K	$15.0M	0.0%	$43.8B
Bridgewater	73.3K	$10.0M	0.0%	$22.4B
Citadel	67.4K	$9.2M	0.0%	$618.5B
DFA	61.2K	$8.4M	0.0%	$481.4B
ExodusPoint	55.7K	$7.6M	0.1%	$12.4B
Segall Bryant	54.4K	$7.5M	0.1%	$7.0B
Mawer	53.9K	$7.4M	0.0%	$15.4B
PDT Partners	45.7K	$6.3M	0.4%	$1.7B
Winton	40.3K	$5.5M	0.2%	$2.9B
Wellington	24.4K	$3.4M	0.0%	$535.5B
Man Group	17.0K	$2.3M	0.0%	$55.1B
Citadel	16.5K	$2.3M	0.0%	$618.5B
Brevan Howard	15.8K	$2.2M	0.0%	$11.3B
ClearBridge	11.6K	$1.6M	0.0%	$114.9B
DE Shaw	10.0K	$1.4M	0.0%	$166.3B
Northern Trust	10.0K	$1.4M	0.0%	$756.6B
DE Shaw	7.7K	$1.1M	0.0%	$166.3B
Aristeia	6.0K	$830K	0.0%	$4.8B
First Eagle	5.3K	$727K	0.0%	$59.0B
Neuberger Berman (Eisman)	4.5K	$617K	0.0%	$131.4B
Marshall Wace	3.9K	$533K	0.0%	$100.4B
Two Sigma	3.8K	$523K	0.0%	$123.9B
Citadel	2.8K	$384K	0.0%	$618.5B
Fidelity (FMR)	1.1K	$147K	—	$1898.4B
Balyasny	50	$7K	—	$77.1B
AQR Capital	19	$3K	—	$218.4B
Acadian	1.5K	$202	0.0%	$70.5M

WMS

Who Holds WMS

Changes This Quarter