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WCN

LongInsider Cluster

Smart-money signal on WCN this 14d.

verified·bec083694320
Lifecycle
Active · step 3 of 6
  1. Detected
  2. Verified
  3. Active
  4. Cooling
  5. Resolved
  6. Scored
Walk-forward performance
+0.0%alpha vs SPY
Day 2 of 30
Tracking to 30D
WCN signal
SPY benchmark
target band
projection
Evidence score
14
Public Recommendation
internal bandWeak

Raw conviction from the active evidence stack. Category bars below show the full 100-point model and which sources contributed.

Target range
+5% to +15%
by 30D from issuance
Issued
Date
May 28, 2026
Price
$151.54
Horizon
30D
Progress
Day 2of 30
Next checkpoint: 7D in 5D
Walk-forward schedule
7 checkpoints · public log entry per checkpoint
  1. 7D+5D
  2. 15D+13D
  3. 30D+28D
  4. 60DOut
  5. 120DOut
  6. 180DOut
  7. 1YOut

At each checkpoint, the signal's signed return, alpha vs benchmark, and excursion bands append to the public log. No retroactive editing.

Score breakdown

24 contributors. Every one sourced.

Each category contributes a fixed share of the total. Each weight inside a category traces back to the filing, transcript, or feed that fired it.

Smart money
6 / 40
Fund. & Earn.
3.2 / 35
Technicals
2 / 15
Macro
3 / 10
Smart money6 / 40

  • TWO SIGMA INVESTMENTS, LP increased position ($559.5M) (+219%)

    SEC EDGAR Form 13F· source

    +4

  • Renaissance Technologies LLC holds $17.5M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +5

  • Marshall Wace North America LP holds $331.2M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

    +4

  • Fidelity Magellan Fund holds $275.9M (NPORT-P 2026-03-31)

    SEC EDGAR NPORT-P· source

    +4

  • Citadel Advisors LLC holds $181.5M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +4

  • Janus Investment Fund (legacy active) holds $28.3M (NPORT-P 2025-09-30)

    SEC EDGAR NPORT-P· source

    +4

  • short-volume tape softening: latest 21.5% fell 5.4pp vs 20d avg 26.9%

    FINRA short interest· source

    +1
Fund. & Earn.3.2 / 35

  • Revenue growth 6.4% YoY (period end 2026-03-31)

    Earnings releases (8-K)· source

    +0.8

  • Share count declined 1.2% YoY

    10-Q + 10-K· source

    +0.5

  • Profitable (11.0% net margin)

    10-Q + 10-K· source

    +1

  • Forward P/E 20.2 (reasonable)

    Sector comps + FMP· source

    +1

  • Consensus EPS estimate revised up 0.1% over 30d (fiscal quarter, 2026-06-30)

    Earnings calendar· source

    +0
Technicals2 / 15

  • Bullish options put/call skew (0.38 ratio)

    OPRA options flow· source

    +2
Macro3 / 10

  • VIX 16.3 (mild) as of 2026-05-27

    Macro composite· source

    +16.3

  • 10y-2y spread 48bps (flattish) as of 2026-05-27

    Macro composite· source

    +0.48

  • Industrial Production 102.5 (mild expansion) as of 2026-04-01

    Macro composite· source

    +102.5

  • Initial claims 215,000 vs 26w mean (ratio 1.01, neutral)

    Macro composite· source

    +1.01

  • CPI YoY 3.95% (hot vs Fed target)

    Macro composite· source

    +3.95

  • HY OAS 2.71pp at 3th-pct trailing-90d (tight credit spread)

    Macro composite· source

    +2.71

  • Non-farm payrolls 0.16% YoY (PAYEMS)

    Macro composite· source

    +0.16

  • Retail sales 4.87% YoY (RSAFS)

    Macro composite· source

    +4.87

  • U-Mich Consumer Sentiment 49.8 (weak) as of 2026-04-01

    Macro composite· source

    +49.8

  • 10y-3m spread 80bps (positive) as of 2026-05-27

    Macro composite· source

    +0.8

  • Net liquidity (Fed assets - reverse repo - TGA) +$230B over 4 weeks (rising)

    Macro composite· source

    +1
Recommendation receipt

Source chain complete.

Recommendation cmppp04ef0... collapses 1 same-day signal into one public track-record row. The raw upstream receipts are checked here before the OpenTimestamps hash below.

100.0%
linked
1
event
1
sources
1
signals
Source coverage1 / 1
SEC EDGAR 13F1/1 linked
Latest source events

  • SEC EDGAR 13F

    FILING 13F FUND FLOW · 2026-05-15· source

    raw linked
Prior source recordD7 / D15 / D30 before issuance
SEC EDGAR 13F+1.17%
D7
+1.17%
n=92 · 61% hit
D15
n/a
D30
n/a
Prior actor recordD7 / D15 / D30 before issuance
TWO SIGMA INVESTMENTS, LP

13F filer

+1.55%
D7
+1.55%
n=77 · 65% hit
D15
n/a
D30
n/a
Cryptographic proof

Anchored on Bitcoin.

At publication, the full signal payload - ticker, direction, conviction, breakdown with contributors, why-now, target range, issued price, and issued time - is hashed with SHA-256 (hash scheme v2). The hash is to the right; the .ots proof below is what an OpenTimestamps calendar produced when we submitted it. Anyone can verify it by re-deriving the canonical hash from our public payload and feeding the .ots file to the upstream `ots verify` CLI.

Download .ots proofHow OpenTimestamps works

Bitcoin attested. Hash settled to block 951431.

Signal payload hash
bec0836943209698554f5390db467b0dc0997346141826b9402f97515fd169c2
Timestamp
2026-05-28 15:42 UTC
Ticker
WCN
Direction
Long
Issued price
$151.54
Bitcoin block
951431