Northern Lts Fd Tr II (WCPB) Hedge Fund Ownership (Q2 2026)

Northern Lts Fd Tr II (WCPB)

23 + Investors. Track Smart Money conviction in WCPB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — WCPB

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added WCPB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

23 hedge funds hold WCPB right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟢

More buyers than sellers — 92% buying

22 buying2 selling

Last quarter: 22 funds were net buyers (9 opened a brand new position + 13 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 91% entered in last year

■ 0% conviction (2yr+) ■ 9% medium ■ 91% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~9 new funds/quarter

6 → 7 → 9 new funds/Q

New funds entering each quarter: 6 → 7 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 23 current holders: 23 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

2 of 23 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.3

out of 10

High Exit Risk

Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	23	15	53.33%
13F Shares	7M	6M	14.91%
Total Value	$165M	$144M	14.96%
New Positions	9	7	+2
Increased Positions	13	7	+6
Closed Positions	1	1	-
Reduced Positions	1	1	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

53.33%

13F Shares

14.91%

Total Value

$165M

$144M

14.96%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WCPB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 22 WCPB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	New Perspectives, Inc	24.05%	3,091,982	$78.4M
2	Stapp Wealth Management, Pllc	10.73%	324,040	$8.2M
3	SMI Advisory Services, LLC	3.47%	845,239	$21.4M
4	PFW Advisors LLC	2.53%	342,791	$8.7M
5	Clear Trail Advisors, LLC	2.49%	643,407	$16.3M
6	Rainier Family Wealth Inc	1.30%	90,298	$2.3M
7	LexAurum Advisors, LLC	0.74%	252,249	$6.4M
8	Morey & Quinn Wealth Partners, LLC	0.27%	16,619	$421K
9	Trademark Financial Management, LLC	0.19%	18,507	$469K
10	Aviso Wealth Management	0.11%	13,238	$336K
11	Sigma Planning Corp	0.08%	120,884	$3.1M
12	Toth Financial Advisory Corp	0.06%	22,795	$578K
13	Farther Finance Advisors, LLC	0.04%	185,776	$4.7M
14	Brookwood Investment Group LLC	0.03%	12,057	$306K
15	Integrated Wealth Concepts LLC	0.03%	205,416	$5.2M
16	Global Retirement Partners, LLC	0.02%	54,575	$1.4M
17	NewEdge Advisors, LLC	0.01%	106,048	$2.7M
18	HighTower Advisors, LLC	0.00%	124,381	$3.2M
19	Eastern Bank	0.00%	2,000	$51K
20	Commonwealth Equity Services, LLC	0.00%	14,792	$375K
21	Citadel Advisors LLC	0.00%	20,906	$530K
22	UBS Group AG	0.00%	814	$21K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Northern Lts Fd Tr II (WCPB)

What does the Smart Money Trend signal show for WCPB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WCPB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WCPB?

More buyers than sellers — 92% buying: Last quarter: 22 funds were net buyers (9 opened a brand new position + 13 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WCPB holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 23 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WCPB?

Mostly new holders — 91% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Northern Lts Fd Tr II (WCPB)

Smart Money Signals — WCPB

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 92% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 91% entered in last year

Steady discovery — ~9 new funds/quarter

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — WCPB

Hedge Fund Ownership: WCPB

Market Analysis: WCPB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WCPB

Hedge Fund Positioning: WCPB

Statistics: WCPB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Northern Lts Fd Tr II (WCPB)

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