$WSO is held by 17 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 0.53%, with an average of 0.10% of portfolio. Largest holder: Motley Fool Wealth Management, LLC at 0.53%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
WATSCO INC
13F holders
761
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 761 · Source: 13F-HR01
Litman Gregory Wealth Management LLC
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02
Keating Investment Counselors Inc.
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03
Envestnet Asset Management Inc.
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04
State Farm Mutual Automobile Insurance Co.
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05
Axa S.a.
—
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06
State Street
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07
Markel Group Inc.
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08
Aristotle Capital Management, LLC
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09
Bedrijfstakpensioenfonds Voor De Media Pno
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10
Madison Investment Advisors, LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
17 holders · Q1 202601
Motley Fool Wealth Management, LLC
0.53% NEW
α +15.3pts
02
Intrinsic Value Partners, LLC
0.50% held
α +13.8pts
03
Certior Financial Group, LLC
0.26% NEW
α +11.1pts
04
Caption Management, LLC
0.10% held
α +15.5pts
05
Freemont Management S.A.
0.08% held
α +20.1pts
06
River Road Asset Management, LLC
0.07% held
α +12.9pts
07
RFG Advisory, LLC
0.04% held
α +16.2pts
08
Impact Partnership Wealth, LLC
0.03% held
α +10.3pts
09
JTC Employer Solutions Trustee Ltd
0.02% held
α +22.6pts
10
Nisa Investment Advisors, LLC
0.02% held
α +16.6pts
11
Citigroup Inc.
0.01% held
α +26.3pts
12
Venture Visionary Partners LLC
0.01% held
α +10.3pts
13
Quarry LP
0.01% held
α +10.6pts
14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
15
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
16
Wellington Management Group LLP
0.01% held
α +10.5pts
17
CV Advisors LLC
0.01% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $WSO in the recent window.
Congress trades · last 90 days
4 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $WSO lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $WSO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:04 UTC.