Smart Money Radar / Tickers / WRD

WRD Automobiles & Components

CROWD: RED Active holders jumped 47 to 39 recently (-17% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
39
of 107 total, index funds excluded
This quarter
+13
21 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2024Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Dec 24 Mar 26

Top holders

by reported value · $656M held
FundValueNote
Uber Technologies, Inc $91M
China-UAE Investment Cooper… $63M
VANGUARD CAPITAL MANAGEMENT… $63M
BlackRock, Inc. $38M
UBS Group AG $36M
MORGAN STANLEY $35M
Robert Bosch GmbH $33M
Cathie Wood $30M famous whale
BANK OF AMERICA CORP /DE/ $29M
Ken Griffin $21M famous whale

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.