Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr IV (WWJD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — WWJD

Based on 108 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 WWJD 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
108 hedge funds hold WWJD 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

58 buying40 selling
Last quarter: 58 funds bought or added vs 40 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 10 → 20 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 30% medium ■ 25% new
49 out of 108 hedge funds have held WWJD 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

18 → 14 → 10 → 20 → 14 new funds/Q
New funds entering each quarter: 14 → 10 → 20 → 14. A growing number of institutions are discovering WWJD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 38% newcomers

■ 50% veterans ■ 12% 1-2yr ■ 38% new
Entry-cohort mix of 108 holders: 54 (50%) are 2+ year veterans, 13 entered 1–2 years ago, and 41 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
8 of 108 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — WWJD

In 2026 Q1, 58 hedge funds were net buyers of WWJD (14 opened a new position, 44 added to an existing one), while 40 reduced or exited (32 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 108.

Hedge Fund Ownership: WWJD

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

Market Analysis: WWJD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WWJD

-- --

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

Is It Too Late to Buy Northern Lts Fd Tr IV (WWJD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WWJD has moved relative to its sector benchmark (SPY) 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 · 76d ago
WWJD
+6.0%
SPY
+15.9%

WWJD outperformed SPY by -9.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
WWJD
+2.0%
SPY
+2.0%

Since the filing became public, WWJD outperformed SPY by +0.0% .

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.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: WWJD
105 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 105 102 2.94%
13F Shares 10M 9M 7.09%
Total Value $353M $329M 7.26%
New Positions 13 20 -7
Increased Positions 43 54 -11
Closed Positions 10 8 +2
Reduced Positions 31 19 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WWJD

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Institutional Holders (2026 Q1)

105 + investors

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

QUARTER:
Top 25 WWJD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Inspire Advisors, LLC 8.87% 2,912,545 $108.9M
2 Turning Point Benefit Group, Inc. 7.43% 396,067 $11.7M
3 Bare Financial Services, Inc 5.17% 522,686 $19.5M
4 Sound Financial Strategies Group, LLC 4.31% 169,074 $6.3M
5 PAX Financial Group, LLC 2.88% 451,484 $16.9M
6 Legacy Wealth Asset Management, LLC 2.56% 281,469 $10.5M
7 Faithward Advisors, LLC 2.37% 444,041 $16.6M
8 Plan A Wealth LLC 1.44% 80,466 $3.0M
9 SageOak Financial, LLC 1.23% 46,690 $1.7M
10 OneAscent Financial Services LLC 1.18% 582,994 $21.8M
11 Inspire Investing, LLC 1.14% 371,527 $13.9M
12 Fiduciary Alliance LLC 0.83% 346,536 $13.7M
13 Strategic Equity Management 0.75% 53,498 $2.0M
14 Range Financial Group LLC 0.75% 59,634 $2.2M
15 Creative Financial Designs Inc /Adv 0.75% 328,127 $12.3M
16 WorthPointe, LLC 0.73% 71,656 $2.7M
17 Moneywise, INC. 0.72% 43,843 $1.6M
18 Frontier Asset Management, LLC 0.71% 90,450 $3.4M
19 LifeGuide Financial Advisors, LLC 0.63% 52,370 $2.0M
20 Schwallier Wealth Management LLC 0.54% 19,820 $741K
21 Optivise Advisory Services LLC 0.47% 20,562 $769K
22 Mission Financial Group, LLC 0.45% 13,129 $491K
23 Silver Oak Securities, Incorporated 0.42% 153,823 $5.8M
24 Security Financial Services, INC. 0.38% 64,145 $2.4M
25 Cornerstone Financial Management LLC 0.36% 10,596 $396K
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 IV (WWJD)

What does the Smart Money Trend signal show for WWJD?

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

Slight buying edge — 59% buying: Last quarter: 58 funds bought or added vs 40 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 WWJD holders?

Smaller funds dominant — 5% AUM from top-100: 8 of 108 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WWJD?

45% of holders stayed for 2+ years: 49 out of 108 hedge funds have held WWJD 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 Northern Lts Fd Tr IV (WWJD) following the 2026 Q1 hedge fund 13F filings?

As of today, WWJD has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), WWJD has gained +6.0% vs +15.9% for SPY. 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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