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Held by 295 of 5,944 reporting institutions (94th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $22.24 today, the market must believe free cash flow compounds 11.7%/yr for a decade (off $116M normalized FCF).
The market's 11.7% is in line with its 9-yr track record.
2-stage DCF · 0.14B shares · net debt -$39M
mean 17.2% · volatility σ 37% · implied rate exceeded in 5/9 yrs
Central path = implied 11.7%/yr growth; shaded band = ±1σ (37%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 838 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $941.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $694.5B | — | — | 17.4× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $512.0B | 34.3× | — | 15.6× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $419.6B | 15.3× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $282.1B | 18.5× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $268.7B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $213.5B | 20.2× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $188.8B | 22.5× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $173.4B | 21.8× | — | 6.8× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $169.2B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $163.4B | 29.9× | — | 6.8× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| GLD | $134.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| CB | $133.7B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| PGR | $126.8B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $120.7B | 27.6× | 17.3× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| HOOD | $97.6B | 53.6× | — | 21.8× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| CME | $97.5B | 24.3× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $96.4B | 13.0× | — | 3.4× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| BX | $93.9B | 32.4× | — | 6.5× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.9B | 14.0× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $89.8B | — | — | — | — | — | — | — | — | — | 7 |
| KKR | $87.5B | — | — | 4.5× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| ICE | $86.9B | 26.6× | 20.6× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| MRSH | $84.7B | 20.7× | 15.4× | 3.1× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| WT | $3.1B | 29.6× | — | 6.3× | 15.4% | — | 22.1% | 26.4% | 26.4% | — | 295 |
Peers = companies sharing WT's sector (Financial Services) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
5/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 12% of free cash flow, leaving room to grow it and fund buybacks. Last year: $17M dividends + $103M buybacks = $120M returned on $148M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 26%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable.
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-09-17
No material risks flagged.
Where each multiple sits in its own 14-yr range · 65th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 1.7× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 20.7 | — | — | — | — | — | — | — |
| SG&A | — | — | — | — | 21.5 | 20.4 | 19.6 | 18.1 |
| Operating Income | 22.4 | — | — | 29.3 | 19.9 | 25.1 | 32.1 | 35.3 |
| Income Tax | 5.3 | — | — | 2.3 | -3.6 | 4.7 | 6.7 | 6.7 |
| Net Income | 13.4 | — | — | 16.4 | 16.8 | 29.4 | 15.6 | 22.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WT: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $493.8M 100.0% | $427.7M 100.0% | $349.0M 100.0% | $301.3M 100.0% | $304.3M 100.0% | — | — | $274.1M 100.0% | $228.3M 100.0% | $218.9M 100.0% |
| Cost of Revenue | — | — | — | — | — | — | — | $56.7M 20.7% | $42.1M 18.5% | $41.1M 18.8% |
| Selling, General & Admin | $89.1M 18.1% | $84.0M 19.6% | $71.3M 20.4% | $64.8M 21.5% | — | — | — | — | — | — |
| Total Operating Expenses | $319.6M 64.7% | $290.4M 67.9% | $261.5M 74.9% | $241.3M 80.1% | $215.3M 70.7% | $194.8M | $213.0M | $212.8M 77.6% | $179.2M 78.5% | $155.5M 71.0% |
| Operating Income | $174.2M 35.3% | $137.3M 32.1% | $87.5M 25.1% | $60.1M 19.9% | $89.1M 29.3% | $55.1M | $53.5M | $61.3M 22.4% | $49.1M 21.5% | $63.5M 29.0% |
| Interest Expense | $30.4M 6.2% | $18.9M 4.4% | $15.2M 4.4% | $14.9M 5.0% | $12.3M 4.1% | $9.7M | $11.2M | $8.0M 2.9% | — | — |
| Interest & Investment Income | $11.0M 2.2% | $6.8M 1.6% | $4.1M 1.2% | $3.3M 1.1% | $2.0M 0.7% | $744K | $3.3M | $3.1M 1.1% | $2.9M 1.3% | $1.1M 0.5% |
| Other Income (Expense), net | $2.0M 0.4% | $874K 0.2% | -$1.6M -0.5% | -$36.3M -12.0% | — | — | — | — | — | — |
| Pretax Income | $142.2M 28.8% | $95.4M 22.3% | $119.0M 34.1% | $40.0M 13.3% | $56.7M 18.6% | -$35.2M | $121K | $51.0M 18.6% | $58.2M 25.5% | $55.6M 25.4% |
| Income Tax Expense | $33.1M 6.7% | $28.7M 6.7% | $16.5M 4.7% | -$10.7M -3.6% | $6.9M 2.3% | $433K | $10.5M | $14.4M 5.3% | $31.0M 13.6% | $29.4M 13.4% |
| Net Income | $113.0M 22.9% | $66.7M 15.6% | $102.5M 29.4% | $50.7M 16.8% | $49.8M 16.4% | -$35.7M | -$10.4M | $36.6M 13.4% | $27.2M 11.9% | $26.2M 11.9% |
| Per Share | ||||||||||
| EPS (Basic) | $0.77 | $0.34 | $0.66 | $0.31 | $0.31 | $-0.25 | $-0.08 | $0.23 | $0.20 | $0.19 |
| EPS (Diluted) | $0.75 | $0.33 | $0.64 | $0.31 | $0.31 | $-0.25 | $-0.08 | $0.23 | $0.20 | $0.19 |
| Weighted Avg Shares (Basic) | 140.4M | 144.6M | 144.7M | 143K | 144K | 148.7M | 151.8M | 146.6M | 134.6M | 134.4M |
| Weighted Avg Shares (Diluted) | 144.9M | 158.8M | 170.4M | 159K | 161K | 148.7M | 151.8M | 158.4M | 136.0M | 135.5M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.