The cluster is dominated by passive rebalancing, offering no strong directional signal. Watch for active manager filings (13D/13G) for conviction. The large passive inflows may be price-driven rather than thesis-driven.
Executive Summary
Institutional cluster for WLDN shows net buying of $91.3M from 6 funds (mostly mega-passive) versus $3.5M selling from 3 funds. The buying is dominated by index rebalancing, not active conviction. Citadel's quant fund added $11.2M but is small relative to passive flows.
Key Financial Metrics
Institutional Positions
Net institutional flow: $87.8M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +27.1% | $104.0M | $51.1M |
| Fidelity | ADD | +74.7% | $2.2M | $1.4M |
| Wells Fargo | ADD | +31.8% | $19.0M | $9.7M |
| Schwab | DOUBLED | +186.7% | $11.3M | $8.8M |
| Citadel | ADD | +71.5% | $18.0M | $11.2M |
| UBS | DOUBLED | +537.1% | $10.2M | $9.2M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Invesco | TRIM | -66% | $4.9M | -$2.3M |
| RenTech | TRIM | -49.4% | $6.7M | -$1.5M |
| Morgan Stanley | TRIM | -33.8% | $12.1M | $293.0K |
Key Facts
- 6 buyers added $91.3M; 3 sellers reduced $3.5M (net +$87.8M)
- Vanguard added $51.1M (+27% shares) to $104M position
- Wells Fargo added $9.7M (+32% shares) to $19M
- Schwab doubled shares (+187%) to $11.3M
- UBS added $9.2M (+537%) to $10.2M
- Citadel added $11.2M (+71%) to $18M
- RenTech trimmed $1.5M (-49%) to $5.3M
- Invesco trimmed $2.3M (-66%) to $2.6M
- Morgan Stanley trimmed $0.3M (-34%) but value slightly increased due to price
Financial Impact
Net institutional buying of $87.8M, primarily from passive index funds; largest active move is Citadel's $11.2M addition.
Risk Factors
- Passive buying may reverse if index weights change or stock price declines
- 13F data is 45 days old; current positions may differ
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-WLDN-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 11, 2026 16w ago | Institutional Cluster | $97.48 $85.78 | ▼ −12.00% | ▼ −16.40% | — |
May 14, 2026 20w ago | 144 | $92.12 $83.96 | ▲ +8.86% | ▲ +13.37% | — |
May 13, 2026 20w ago | 144 | $91.66 $82.31 | ▼ −10.20% | ▼ −13.79% | — |
Apr 24, 2026 22w ago | DEFA14A | $66.91 $74.52 | ▲ +11.37% | ▲ +6.60% | — |
US Market Status
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