Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WABASH NATL CORP (WNC)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — WNC

Based on 177 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WNC 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.
📊

High ownership — 74% of 3.0Y peak

74% of all-time peak
177 funds currently hold this stock — 74% of the 3.0-year high of 238 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold WNC compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

104 buying92 selling
Last quarter: 104 funds bought or added vs 92 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new WNC position: 63 → 18 → 26 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 19% medium 10% new
126 out of 177 hedge funds have held WNC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

23 → 63 → 18 → 26 → 40 new funds/Q
New funds entering each quarter: 63 → 18 → 26 → 40. WNC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 78% of holders stayed 2+ years

78% veterans 8% 1-2yr 15% new
Of 178 current holders: 138 (78%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
33 of 177 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in WNC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.9
out of 10
Low Exit Risk
Exit risk score 1.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: WNC

How many hedge funds hold WNC — quarterly history vs. share price
Quarterly hedge fund ownership of WNC vs. share price

Market Analysis: WNC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WNC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 0 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: WNC
2026 Q1 Stats Unlock in 19 days 178 + Investors

Track Smart Money conviction in WNC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 178 172 3.49%
13F Shares 38M 37M 2.17%
Total Value $328M $367M -10.56%
New Positions 40 26 +14
Increased Positions 65 57 +8
Closed Positions 32 33 -1
Reduced Positions 63 70 -7
Total Calls 1 3 -66.67%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WNC

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

178 + investors

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

Top 25 institutional holders of WNC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pullen Investment Management, LLC 0.93% 214,128 $1.8M
2 SummerHaven Investment Management, LLC 0.33% 62,679 $540K
3 Polaris Capital Management, LLC 0.11% 158,070 $1.4M
4 Invariant Investment Management 0.07% 12,735 $117K
5 PEREGRINE CAPITAL MANAGEMENT LLC 0.07% 215,571 $1.9M
6 Inspire Investing, LLC 0.04% 59,404 $512K
7 Curat Global, LLC 0.03% 3,350 $29K
8 NJ State Employees Deferred Compensation Plan 0.02% 20,000 $197K
9 AlphaQuest LLC 0.02% 32,614 $282K
10 Well Done, LLC 0.02% 12,176 $105K
11 Inscription Capital, LLC 0.01% 13,514 $116K
12 NorthCrest Asset Manangement, LLC 0.01% 39,974 $339K
13 Versant Capital Management, Inc 0.00% 4,058 $35K
14 STRS OHIO 0.00% 58,700 $506K
15 EXCHANGE TRADED CONCEPTS, LLC 0.00% 29,170 $251K
16 Police & Firemen's Retirement System of New Jersey 0.00% 11,935 $103K
17 HARBOR CAPITAL ADVISORS, INC. 0.00% 1,059
18 Capital Advisors, Ltd. LLC 0.00% 704
19 GAMMA Investing LLC 0.00% 1,036 $9K
20 WPG Advisers, LLC 0.00% 49
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 54,318 $122K
22 Sterling Capital Management LLC 0.00% 1,307 $11K
23 True Wealth Design, LLC 0.00% 86
24 State of Alaska, Department of Revenue 0.00% 2,197
25 SG Americas Securities, LLC 0.00% 19,419
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 — WABASH NATL CORP (WNC)

What does the Smart Money Trend signal show for WNC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WNC 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 WNC?

Slight buying edge — 53% buying: Last quarter: 104 funds bought or added vs 92 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WNC holders?

Elite ownership — 44% AUM from top-100 funds: 33 of 177 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in WNC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WNC?

71% of holders stayed for 2+ years: 126 out of 177 hedge funds have held WNC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.