财富前沿 WLTH
$10.63 +$0.03 (+0.28%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $10.63 0.00%
开盘$10.40
昨收$10.60
当日区间$10.40 – $10.79
成交量1.10M
市值$1.66B
市盈率（TTM）–
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例62.0%-3.05 个百分点，较上季度
持仓机构数166-1 ，较上季度
内部人近期交易23次买入 / 27次卖出净卖出
空头持仓比例7.86% 占流通股回补天数 4.5 · 截至 15 Oct 2026
卖空成交量占比32.9%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$12.33M（6个净流入日，14个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有41.0%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从5.00%升至7.86%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Congress Asset Management Company, LLP | Mutual Fund | 2026/Q3 | +204,498 | 0.7% |
| David Fortunato | Individual/Insider | 2026/Q3 | +262,783 | 1.4% |
| IEQ Capital, LLC | Mutual Fund | 2026/Q3 | +2,763,569 | 1.8% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +842,262 | 2.4% |
| Meyer Malka Rais | Individual/Insider | 2026/Q3 | +772,844 | 0.5% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +765,333 | 0.9% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +656,233 | 0.5% |
| FMR | Mutual Fund | 2026/Q3 | +648,467 | 2.4% |
| Creative Planning, Inc. | Mutual Fund | 2026/Q3 | +544,422 | 0.3% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +414,629 | 1.5% |
| Pillsbury Lake Capital, LLC | Hedge Fund | 2026/Q3 | +366,217 | 0.7% |
| AWH Capital, L.P. | Hedge Fund | 2026/Q3 | +360,000 | 0.2% |
| Weiss Asset Management, LLC | Hedge Fund | 2026/Q3 | +348,116 | 0.2% |
| Cerity Partners LLC | Mutual Fund | 2026/Q3 | +317,227 | 0.2% |
| PB Investment Partners, L.P. | Hedge Fund | 2026/Q3 | +283,752 | 0.5% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 16 Sep 2026 | Kal Iyer | Officer | Automatic Disposition | -26,738 | $10.11 | 232,494 |
| 16 Sep 2026 | David Fortunato | Chief Executive Officer | Automatic Disposition | -100,000 | $10.14 | 2,220,332 |
| 16 Sep 2026 | Alan Imberman | Chief Financial Officer | Automatic Disposition | -76,540 | $10.10 | 396,970 |
| 16 Sep 2026 | Lauren Lin | Chief Legal Officer, Chief Compliance Officer & Secretary | Automatic Disposition | -4,574 | $10.10 | 171,816 |
| 16 Sep 2026 | Julien Wetterwald | Chief Technology Officer | Automatic Disposition | -26,138 | $10.10 | 696,525 |
| 15 Sep 2026 | Kal Iyer | Officer | Derivative Exercise and Sale | -43,991 | $10.73 | 259,232 |
| 15 Sep 2026 | David Fortunato | Chief Executive Officer | Derivative Exercise and Sale | -122,203 | $10.73 | 2,320,332 |
| 15 Sep 2026 | Alan Imberman | Chief Financial Officer | Derivative Exercise and Sale | -26,596 | $10.73 | 473,510 |
| 15 Sep 2026 | Lauren Lin | Chief Legal Officer, Chief Compliance Officer & Secretary | Derivative Exercise and Sale | -21,112 | $10.73 | 176,390 |
| 15 Sep 2026 | Julien Wetterwald | Chief Technology Officer | Derivative Exercise and Sale | -34,361 | $10.73 | 722,663 |
| 14 Sep 2026 | L. Wilson | Independent Director | Derivative Exercise and Sale | -638 | $10.55 | 9,353 |
| 14 Sep 2026 | L. Wilson | Independent Director | Derivative Exercise and Retained | +1,488 | – | 9,353 |
| 14 Sep 2026 | Jason Kilar | Independent Director | Derivative Exercise and Retained | +23,544 | – | 670,163 |
| 14 Sep 2026 | Kal Iyer | Officer | Derivative Exercise and Retained | +33,461 | – | 259,232 |
| 14 Sep 2026 | David Fortunato | Chief Executive Officer | Derivative Exercise and Retained | +92,972 | – | 2,320,332 |
| 14 Sep 2026 | Alan Imberman | Chief Financial Officer | Derivative Exercise and Retained | +37,603 | – | 473,510 |
| 14 Sep 2026 | Lauren Lin | Chief Legal Officer, Chief Compliance Officer & Secretary | Derivative Exercise and Retained | +18,298 | – | 176,390 |
| 14 Sep 2026 | Julien Wetterwald | Chief Technology Officer | Derivative Exercise and Retained | +26,138 | – | 722,663 |
| 14 Sep 2026 | Michael Schmidt | Independent Director | Derivative Exercise and Retained | +2,126 | – | 6,377 |
| 10 Sep 2026 | David Fortunato | Chief Executive Officer | Derivative Exercise and Sale | -435,437 | $10.38 | 2,227,360 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 12,276,119 | 7.9% | 4.5 |
| 30 Sep 2026 | 12,999,876 | 8.3% | 3.3 |
| 15 Sep 2026 | 9,454,113 | 6.1% | 2.8 |
| 31 Aug 2026 | 6,777,517 | 4.5% | 5.9 |
| 14 Aug 2026 | 6,271,444 | 4.2% | 7.1 |
| 31 Jul 2026 | 7,461,163 | 5.0% | 9.8 |
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