Mixed trend on the daily chart: above its 200-day average, below its 50-day · 50-day above the 200-day · SuperTrend up since Oct 6 · below the Ichimoku cloud · RSI 45 · MACD above its signal · 7% below its 52-week high
None of the 29 investors followed here reported a position in HWSM in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a HWSM trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small to mid capitalization companies the fund’s advisor believes to be undervalued. The equity securities in which the fund may invest include common and preferred stocks. The fund may invest in foreign (non-U.S.) securities.
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