Smart-money signal on WCN this 14d.
Every call here cleared our publish bar - a real smart-money buyer plus at least two confirmations - before the result. We track every win and miss in public.
The score comes from smart money, fundamentals, technicals, and macro. Open each section to see the source behind the reason.
TWO SIGMA INVESTMENTS, LP increased position ($559.5M) (+219%)
SEC EDGAR Form 13F· source
Renaissance Technologies LLC holds $17.5M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Marshall Wace North America LP holds $331.2M (13F 2026-03-31)
SEC EDGAR Form 13F· source
Fidelity Magellan Fund holds $275.9M (NPORT-P 2026-03-31)
SEC EDGAR NPORT-P· source
Citadel Advisors LLC holds $181.5M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Janus Investment Fund (legacy active) holds $28.3M (NPORT-P 2025-09-30)
SEC EDGAR NPORT-P· source
short-volume tape softening: latest 21.5% fell 5.4pp vs 20d avg 26.9%
FINRA short interest· source
Revenue growth 6.4% YoY (period end 2026-03-31)
Earnings releases (8-K)· source
Share count declined 1.2% YoY
10-Q + 10-K· source
Profitable (11.0% net margin)
10-Q + 10-K· source
Forward P/E 20.2 (reasonable)
Sector comps + FMP· source
Consensus EPS estimate revised up 0.1% over 30d (fiscal quarter, 2026-06-30)
Earnings calendar· source
Bullish options put/call skew (0.38 ratio)
OPRA options flow· source
VIX 16.3 (mild) as of 2026-05-27
Macro composite· source
10y-2y spread 48bps (flattish) as of 2026-05-27
Macro composite· source
Industrial Production 102.5 (mild expansion) as of 2026-04-01
Macro composite· source
Initial claims 215,000 vs 26w mean (ratio 1.01, neutral)
Macro composite· source
CPI YoY 3.95% (hot vs Fed target)
Macro composite· source
HY OAS 2.71pp at 3th-pct trailing-90d (tight credit spread)
Macro composite· source
Non-farm payrolls 0.16% YoY (PAYEMS)
Macro composite· source
Retail sales 4.87% YoY (RSAFS)
Macro composite· source
U-Mich Consumer Sentiment 49.8 (weak) as of 2026-04-01
Macro composite· source
10y-3m spread 80bps (positive) as of 2026-05-27
Macro composite· source
Net liquidity (Fed assets - reverse repo - TGA) +$230B over 4 weeks (rising)
Macro composite· source
We group 1 same-day call into one public result, so wins and misses cannot be cherry-picked. The source links below show what the call was based on.
SEC EDGAR 13F
FILING 13F FUND FLOW · 2026-05-15· source
13F filer
When this call was made, we saved the ticker, direction, score, reasons, target range, price, and time. The code on the right lets anyone check that the saved record was not changed later.
Saved on Bitcoin block 951431.