WGS

WGS

WGS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	Apr 29, 2026	Alger Small Cap Focus Fund	-7.6%	-7.6%	AGYS, CGNX, NBIS, RBC, RGEN, WGS	AI, Automation, Data centers, defense, energy, healthcare, small cap, technology		AGYS GDYN RGEN CGNX NBIS RBC	View
2026 Q1	Apr 23, 2026	WS Amati Global Innovation Fund	-	-	005930 KS, BAS.DE, BSY, JHX, LITE, MKSI, PI, TECN SW, VU.PA, WGS	AI, Automation, defense, global, innovation, semiconductors, technology		JHX BSY TECN.SW VU.PA PI MKSI LITE 005930.KS	View
2026 Q1	Apr 23, 2026	Polen Capital – U.S. Small Company Growth	3.0%	3.0%	ADPT, AGX, ATEC, BE, POWL, WGS	AI, Data centers, Electrification, growth, healthcare, industrials, small cap, technology		ATEC WGS BE AGX POWL	View
2026 Q1	Apr 20, 2026	Invesco Discovery Fund	6.4%	6.4%	AEIS, AGX, IRTC, KNX, LITE, ONTO, RKLB, STEP, TSEM, VIAV, WGS	AI, growth, industrials, semiconductors, small cap, technology			View
2025 Q1	Apr 17, 2025	Driehaus Micro Cap Growth Strategy	-18.2%	-18.2%	CRNX, HCI, OSW, RYTM, WGS	AI, Biotech, growth, healthcare, Micro Cap, tariffs, technology, Trade Policy	Trump announced reciprocal tariffs much higher than expected, with at least 10% on all countries globally and rates approaching 50% on 60 countries. The tariff formula defies conventional economics and violates existing free trade agreements. After market turmoil, Trump announced a 90-day pause with 10% rates except China at 145%.		View
2026 Q1	Apr 16, 2026	ARK Invest	-1.8%	-1.8%	ACHR, AVAV, AVGO, BLSH, CRCL, HOOD, IRDM, ODD, PRLB, PYPL, SHOP, TEM, TER, TSEM, TSLA, TSM, TWST, TXG, VELO, VRTX, WGS	AI, Autonomous, Biotechnology, crypto, innovation, technology			View
2025 Q4	Feb 5, 2026	Polen Capital – U.S. Small Company Growth	-1.5%	25.1%	AGX, BE, CORT, LRN, METC, NVDA, WGS	AI, Biotechnology, Electrification, Energy Transition, growth, innovation, small caps	AI has been the defining theme of market leadership in 2025, driving data center capex and benefiting companies like Bloom Energy that provide power solutions for AI workloads. The theme faced scrutiny in early Q4 but reasserted dominance after NVIDIA's strong earnings, with AI also providing structural tailwinds for biotech through drug discovery efficiencies. The portfolio maintains significant exposure to electrification themes through companies like Bloom Energy, which provides clean, reliable power solutions for AI data centers. The energy transition represents a structural opportunity as companies race to build power infrastructure to support growing electricity demands from AI workloads. Biotech delivered its best quarter in five years, benefiting from improving interest rates, easing regulation enabling more M&A activity, and excitement around AI's promise in drug discovery. The portfolio nearly doubled its biotech exposure during the quarter as more opportunities presented themselves in this improving environment. The portfolio includes exposure to critical minerals through Ramaco Resources, which produces metallurgical coal and is developing a rare earth elements deposit aimed at strengthening domestic supply chains for defense, batteries, and advanced technologies. However, the rare earths narrative faced increasing investor scrutiny during the quarter.		View
2025 Q4	Feb 25, 2026	Lord Abbett Developing Growth Fund	1.7%	14.6%	BBIO, CELH, CRDO, CRS, FIX, GH, KTOS, LRN, MDGL, MOD, RDDT, RKLB, WGS	AI, growth, Health Care, industrials, innovation, small caps, technology	Generative artificial intelligence continues to provide markets an additional tailwind through productivity gains. Innovation is flourishing in pioneering Gen AI companies in semiconductors and software, as well as industrial companies enabling datacenter expansion and power infrastructure to support it. AI is also playing a role in the emerging defense and space technology sector. The defense and space technology sector is experiencing a positive inflection as a historically low growth area sees advancement in autonomous software and hardware systems. AI's role is particularly exciting in this emerging sector. Industrial companies are enabling datacenter expansion and power infrastructure to support the growing artificial intelligence infrastructure needs. Health Care sector contributed to relative performance, with significant allocations to precision oncology companies and pharmaceutical companies focused on specialized treatments.		View
2025 Q1	Mar 31, 2025	Alger Small Cap Focus Fund	-21.8%	-21.8%	AGYS, FTAI, GWRE, NARI, SYK, WGS, XMTR	AI, Cloud, Genomics, healthcare, Medical Devices, small caps, technology, volatility	The emergence of advanced AI models from China demonstrated capabilities comparable to leading U.S. models but at significantly lower development costs. This prompted investors to reassess the substantial capital expenditures of U.S. large-cap technology companies, resulting in a sell-off in AI-related stocks and concerns over the potential returns on domestic AI initiatives. AI is at an inflection point, potentially enabling significant increases in productivity.	FTAI XMTR AGYS GWRE GDXH NARI	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Polen Capital - U.S. Small Company Growth	GeneDx	Diagnostics & Research	Life Sciences Tools & Services	Neutral	NASDAQ	biotechnology, diagnostics, Genomics, healthcare, life sciences, rare diseases, Sequencing Technology, Testing	View Pitch
Sep 16, 2025	Short Thesis	Grizzly research	GeneDx Holdings Corp	Health Care	Life Sciences Tools & Services	Bear	NASDAQ	Competition, diagnostics, Dilution, Genomics, Reimbursement	View Pitch
Aug 8, 2025	Seeking Alpha	John F. Coughlin	GeneDx	Health Care	Diagnostics & Research	Bull	NASDAQ	—	View Pitch

BSD Shareholders of WGS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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