Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wolters Kluwer N V Fsponsored Adr 1 Adr Reps 1 Ord Com (WTKWY)

9 + Investors. Track Smart Money conviction in WTKWY. 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
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — WTKWY

Based on 9 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 60% of 3.0Y high

60% of all-time peak
Only 9 funds hold WTKWY today versus a peak of 15 funds at 2023 Q4 — just 60% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold WTKWY compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

5 buying6 selling
Last quarter: 6 funds reduced or exited vs 5 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 1 → 0 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 22% medium 33% new
4 out of 9 hedge funds have held WTKWY 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.
💎

Buying through price weakness — shares +563%, value +382%

Value
+381%
Shares
+562%
Last quarter: funds added +563% more shares while total portfolio value only changed +382%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

2 → 3 → 1 → 0 → 3 new funds/Q
New funds entering each quarter: 3 → 1 → 0 → 3. WTKWY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 56% of holders entered in last year

44% veterans 0% 1-2yr 56% new
Of 9 current holders: 5 (56%) entered in the past year, only 4 (44%) 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 — 8% AUM from top-100

8% from top-100 AUM funds
2 of 9 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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.

Institutional Sentiment Summary — WTKWY

In 2026 Q1, 5 hedge funds were net buyers of WTKWY (3 opened a new position, 2 added to an existing one), while 6 reduced or exited (3 trimmed, 3 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 9.

Hedge Fund Ownership: WTKWY

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

Market Analysis: WTKWY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTKWY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wolters Kluwer N V Fsponsored Adr 1 Adr Reps 1 Ord Com (WTKWY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WTKWY has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
WTKWY
-13.6%
XLI
+12.4%

WTKWY outperformed XLI by -26.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
WTKWY
-6.2%
XLI
+6.1%

Since the filing became public, WTKWY outperformed XLI by -12.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: WTKWY
9 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 9 9 -
13F Shares 88K 13K 562.51%
Total Value $7M $1M 381.73%
New Positions 3 0 +3
Increased Positions 2 4 -2
Closed Positions 3 2 +1
Reduced Positions 3 2 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTKWY

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Institutional Holders (2026 Q1)

9 + investors

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

QUARTER:
Top 9 WTKWY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Banyan Capital Management, INC. 2.51% 77,925 $5.8M
2 GAMMA Investing LLC 0.01% 1,776 $133K
3 Strive Financial Group ,LLC 0.00% 49 $4K
4 Westside Investment Management, Inc. 0.00% 162 $12K
5 Salomon & Ludwin, LLC 0.00% 223 $17K
6 Ancora Advisors LLC 0.00% 399 $30K
7 Rhumbline Advisers 0.00% 7,202 $540K
8 First Command Advisory Services, Inc. 0.00% 265 $20K
9 PNC Financial Services Group, INC. 0.00% 106 $8K
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 — Wolters Kluwer N V Fsponsored Adr 1 Adr Reps 1 Ord Com (WTKWY)

What does the Smart Money Trend signal show for WTKWY?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for WTKWY?

More sellers than buyers — 45% buying: Last quarter: 6 funds reduced or exited vs 5 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WTKWY holders?

Smaller funds dominant — 8% AUM from top-100: 2 of 9 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WTKWY?

44% of holders stayed for 2+ years: 4 out of 9 hedge funds have held WTKWY 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.

Is it too late to buy Wolters Kluwer N V Fsponsored Adr 1 Adr Reps 1 Ord Com (WTKWY) following the 2026 Q1 hedge fund 13F filings?

As of today, WTKWY has moved -6.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.1% for the XLI sector ETF — an outperformance of -12.3%. Since the quarter end (March 31, 2026), WTKWY has gained -13.6% vs +12.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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