Smart-money signal on WLDN this 14d.
Start with the four driver buckets, then open each section for the source-level detail behind the call.
TWO SIGMA INVESTMENTS, LP increased position ($35.8M) (+58%)
SEC EDGAR Form 13F· source
Renaissance Technologies LLC holds $2.5M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Citadel Advisors LLC holds $7.9M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Janus Detroit Street Trust (active ETFs) holds $3.0M (NPORT-P 2026-01-31)
SEC EDGAR NPORT-P· source
FMR LLC (Fidelity) holds $2.9M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Revenue growth 1.8% YoY (period end 2026-04-03)
Earnings releases (8-K)· source
Operating margin expanded 8bps YoY
10-Q + 10-K· source
Net debt reduced 28.4% YoY
10-Q + 10-K· source
Strong ROE (20.3%)
10-Q + 10-K· source
Profitable (8.2% net margin)
10-Q + 10-K· source
Forward P/E 19.8 (reasonable)
Sector comps + FMP· source
6/11 sectors leading SPY by >=1pp over 20d (broad-based uptrend)
ETF flows + sector data· source
Equal-weight S&P 500 (RSP) +3.1pp vs SPY, Russell 2000 (IWM) +1.6pp vs SPY (broad participation)
ETF flows + sector data· source
Speculator (leveraged-money) net short on E-MINI S&P 500 at 1.9th percentile vs trailing 52w (extreme bearish positioning, mean-reversion bullish) as of 2026-06-02
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
AlphaYou measures this call against SPY at fixed checkpoints. Wins and misses stay visible on the public record.
Next check: 30D in 9D
When this call was made, we saved the ticker, direction, reasons, target range, price, and time so the record can be checked later.
Call saved on Bitcoin block 953205.