Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Western Un Co (WU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — WU

Based on 501 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WU 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
501 hedge funds hold WU right now — the highest count in 3.0 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

281 buying228 selling
Last quarter: 281 funds bought or added vs 228 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.
➡️

Steady new buyers — ~99 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 75 → 68 → 100 → 99. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 16% medium ■ 22% new
312 out of 501 hedge funds have held WU 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.
📈

Growing discovery — still being found

73 → 75 → 68 → 100 → 99 new funds/Q
New funds entering each quarter: 75 → 68 → 100 → 99. A growing number of institutions are discovering WU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 515 holders: 347 (67%) are 2+ year veterans, 44 entered 1–2 years ago, and 124 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
52 of 500 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in WU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — WU

In 2026 Q1, 281 hedge funds were net buyers of WU (99 opened a new position, 182 added to an existing one), while 228 reduced or exited (156 trimmed, 72 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in WU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 501.

Hedge Fund Ownership: WU

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

Market Analysis: WU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WU

-- --

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

Is It Too Late to Buy Western Un Co (WU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WU has moved relative to its sector benchmark (XLF) 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 · 80d ago
WU
-15.6%
XLF
+9.5%

WU outperformed XLF by -25.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
WU
-8.8%
XLF
+5.8%

Since the filing became public, WU outperformed XLF by -14.6% .

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.

32 top-rated funds 3 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: WU
498 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 498 474 5.06%
13F Shares 317M 341M -7.05%
Total Value $2.65B $3.17B -16.35%
New Positions 97 100 -3
Increased Positions 175 163 +12
Closed Positions 73 72 +1
Reduced Positions 154 150 +4
Total Calls 8 8 -
Total Puts 6 9 -33.33%
PUT/CALL Ratio 0.75 1.12 Neutral

Statistics: WU

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

498 + investors

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

QUARTER:
Top 25 WU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brickwood Asset Management LLP 23.17% 3,537,577 $30.9M
2 Continental Advisors LLC 5.94% 1,333,083 $11.6M
3 Ranmore Fund Management Ltd 5.77% 5,000,000 $43.6M
4 Ritter Alpha, LP 5.19% 28,398 $248K
5 Discerene Group LP 3.39% 3,672,417 $32.1M
6 TSP Capital Management Group, LLC 2.33% 1,091,864 $9.5M
7 Optimist Retirement Group LLC 1.08% 281,793 $2.5M
8 Gilman Hill Asset Management, LLC 1.05% 799,012 $7.0M
9 Waycross Investment Management Co 0.89% 107,277 $937K
10 J. Goldman & Co LP 0.87% 3,430,000 $29.9M
11 PARK CIRCLE Co 0.83% 103,010 $899K
12 Mork Capital Management, LLC 0.62% 100,000 $873K
13 Range Financial Group LLC 0.59% 202,520 $1.8M
14 J. Goldman & Co LP 0.57% 2,254,146 $19.7M
15 Friedenthal Financial 0.54% 122,541 $1.1M
16 Clark Estates Inc/Ny 0.52% 246,000 $2.1M
17 1834 Investment Advisors Co 0.51% 471,116 $4.1M
18 Cambria Investment Management, L.P. 0.50% 1,017,957 $8.9M
19 Continental Advisors LLC 0.41% 92,500 $808K
20 Wbi Investments, LLC 0.40% 167,676 $1.5M
21 Schwartz Investment Counsel Inc 0.40% 1,300,000 $11.3M
22 Michels Family Financial, LLC 0.26% 41,488 $362K
23 JMN Financial LLC 0.25% 29,467 $257K
24 Tred Avon Family Wealth, LLC 0.22% 76,615 $669K
25 Oak Thistle LLC 0.22% 258,339 $2.3M
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 — Western Un Co (WU)

What does the Smart Money Trend signal show for WU?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WU 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 WU?

Slight buying edge — 55% buying: Last quarter: 281 funds bought or added vs 228 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 WU holders?

Elite ownership — 48% AUM from top-100 funds: 52 of 500 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in WU. 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 WU?

62% of holders stayed for 2+ years: 312 out of 501 hedge funds have held WU 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 Western Un Co (WU) following the 2026 Q1 hedge fund 13F filings?

As of today, WU has moved -8.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -14.6%. Since the quarter end (March 31, 2026), WU has gained -15.6% vs +9.5% for XLF. 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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