| Quarter | Score |
|---|---|
| 2026-Q2 | 38.0 |
Stable institutional holding; maintain existing positions
Within 0.6% of funds' estimated purchase price
1 of 18 tracked funds hold WEEL. Avg conviction: 0.0%. Net adding. First tracked at $19.86 (current +0.6% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | New Buy |