Skip to main content
Institutional Ownership · SEC Form 13F

Who owns WCME


Which tracked institutional funds hold WCME, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WCME company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

28
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

9 tracked funds added or opened WCME while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

WCME’s largest tracked holder by dollar value, Veracity Capital LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in WCME divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 28 tracked filers holding WCME, 16 increased or opened the position and 14 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in WCME between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • Veracity Capital LLC$11M
  • INDEPENDENT FINANCIAL GROUP, LLC$786K
  • JPMORGAN CHASE & CO$524K

Full exits 1

  • Maridea Wealth Management LLC$1M

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$10M
  • OSAIC HOLDINGS, INC.$864K
  • Cetera Investment Advisers$647K
  • NewEdge Advisors, LLC$546K
  • United Advisor Group, LLC$418K
  • Kestra Advisory Services, LLC$282K

Largest trims

  • JANE STREET GROUP, LLC$936K
  • TRUIST FINANCIAL CORP$555K
  • DAYMARK WEALTH PARTNERS, LLC$416K
  • Concurrent Investment Advisors, LLC$296K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Veracity Capital LLC new544,556$11M26.9%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added525,137$10M25.9%2026-Q2
Kestra Advisory Services, LLC trimmed118,058$2M5.8%2026-Q2
Cetera Investment Advisers added101,315$2M5.0%2026-Q2
OSAIC HOLDINGS, INC. added52,864$1M2.6%2026-Q2
United Advisor Group, LLC added48,126$944K2.4%2026-Q2
Concurrent Investment Advisors, LLC trimmed40,625$797K2.0%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC new40,068$786K2.0%2026-Q2
Boyce & Associates Wealth Consulting, Inc. added39,761$779K2.0%2026-Q2
HBW ADVISORY SERVICES LLC added30,569$600K1.5%2026-Q2
WOODWARD DIVERSIFIED CAPITAL, LLC added30,052$590K1.5%2026-Q2
NewEdge Advisors, LLC added29,300$575K1.4%2026-Q2
DAYMARK WEALTH PARTNERS, LLC trimmed28,299$555K1.4%2026-Q2
JPMORGAN CHASE & CO new27,102$524K1.3%2026-Q2
JANE STREET GROUP, LLC trimmed24,798$487K1.2%2026-Q2
CITADEL ADVISORS LLC trimmed23,379$459K1.2%2026-Q2
GOLDMAN SACHS GROUP INC added21,600$424K1.1%2026-Q2
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC trimmed21,367$419K1.1%2026-Q2
Blackhawk Capital Partners, LLC trimmed21,357$419K1.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed20,328$399K1.0%2026-Q2
TRUIST FINANCIAL CORP trimmed10,161$199K0.5%2026-Q2
OLD MISSION CAPITAL LLC new10,019$197K0.5%2026-Q2
Topsail Wealth Management, LLC added4,775$94K0.2%2026-Q2
HARBOUR INVESTMENTS, INC.985$19K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV750$15K0.0%2026-Q2
FMR LLC232$5K0.0%2026-Q2
UBS Group AG trimmed144$3K0.0%2026-Q2
SBI Securities Co., Ltd. added20$3920.0%2026-Q2
Maridea Wealth Management LLC added70,734$1M3.0%2026-Q1 stale (1 quarter behind)
FLOW TRADERS U.S. LLC trimmed18,138$305K0.8%2026-Q1 stale (1 quarter behind)
Advisory Services Network, LLC new6,250$105K0.3%2026-Q1 stale (1 quarter behind)
ROYAL BANK OF CANADA trimmed497$8K0.0%2026-Q1 stale (1 quarter behind)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new200$3K0.0%2026-Q1 stale (1 quarter behind)
WESPAC Advisors SoCal, LLC added101,194$2M4.4%2025-Q4 stale (2 quarters behind)
Wagner Wealth Management, Corp new25,922$446K1.1%2025-Q4 stale (2 quarters behind)
GPS Wealth Strategies Group, LLC new21,298$366K0.9%2025-Q3 stale (3 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership