Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NORTHERN LTS FD TR IV (WWJD)

100 + Investors. Track Smart Money conviction in WWJD. 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
↑ +12
Streak
5Q ▲
Buyers last Q
73%

Smart Money Signals — WWJD

Based on 100 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
100 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 — +25% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+25% 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.
🟢

More buyers than sellers — 73% buying

72 buying26 selling
Last quarter: 72 funds were net buyers (19 opened a brand new position + 53 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new WWJD position: 18 → 11 → 10 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 25% medium 27% new
48 out of 100 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.
➡️

Steady discovery — ~19 new funds/quarter

18 → 18 → 11 → 10 → 19 new funds/Q
New funds entering each quarter: 18 → 11 → 10 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 48% of holders stayed 2+ years

48% veterans 14% 1-2yr 38% new
Of 100 current holders: 48 (48%) 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.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
9 of 100 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: WWJD
2026 Q1 Stats Unlock in 19 days 100 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 88 13.64%
13F Shares 9M 8M 6.35%
Total Value $328M $297M 10.56%
New Positions 19 10 +9
Increased Positions 53 40 +13
Closed Positions 7 8 -1
Reduced Positions 19 28 -9
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)

100 + investors

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

Top 25 institutional holders of WWJD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PAX Financial Group, LLC 2.88% 451,484 $16.9M
2 Legacy Wealth Asset Management, LLC 2.56% 281,469 $10.5M
3 Faithward Advisors, LLC 2.37% 444,041 $16.6M
4 OneAscent Financial Services LLC 1.18% 582,994 $21.8M
5 Inspire Investing, LLC 1.14% 371,527 $13.9M
6 Fiduciary Alliance LLC 0.83% 346,536 $13.7M
7 Strategic Equity Management 0.75% 53,498 $2.0M
8 Range Financial Group LLC 0.75% 59,634 $2.2M
9 CREATIVE FINANCIAL DESIGNS INC /ADV 0.75% 328,127 $12.3M
10 MONEYWISE, INC. 0.72% 43,843 $1.6M
11 LifeGuide Financial Advisors, LLC 0.63% 52,370 $2.0M
12 Optivise Advisory Services LLC 0.47% 20,562 $769K
13 SILVER OAK SECURITIES, INCORPORATED 0.42% 153,823 $5.8M
14 Larry Mathis Financial Planning, LLC 0.27% 8,188 $306K
15 OneAscent Wealth Management LLC 0.22% 18,028 $674K
16 Whitaker-Myers Wealth Managers, LTD. 0.18% 24,612 $920K
17 Trust Point Inc. 0.18% 53,920 $2.0M
18 HFG Wealth Management, LLC 0.17% 8,082 $302K
19 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.12% 31,603 $1.2M
20 Belpointe Asset Management LLC 0.10% 75,358 $2.8M
21 GEM Asset Management, LLC 0.10% 6,091 $228K
22 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.10% 50,991 $1.9M
23 World Investment Advisors 0.06% 91,361 $3.4M
24 Simplicity Wealth,LLC 0.03% 13,605 $509K
25 Strategic Blueprint, LLC 0.02% 10,903 $408K
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 — 5 quarters in a row: For 5 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?

More buyers than sellers — 73% buying: Last quarter: 72 funds were net buyers (19 opened a brand new position + 53 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WWJD holders?

Smaller funds dominant — 6% AUM from top-100: 9 of 100 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WWJD?

48% of holders stayed for 2+ years: 48 out of 100 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.

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.