Who owns WCMI
Which tracked institutional funds hold WCMI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WCMI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WCMI is one-sided between 2025-Q4 and 2026-Q1: 66 added or opened and 16 trimmed or exited — on balance accumulating.
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
WCMI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes WCMI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WCMI 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 2025-Q4 and 2026-Q1, across 172 tracked filers holding WCMI, 135 increased or opened the position and 36 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 WCMI between the 2025-Q4 and 2026-Q1 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 26
- Berger Financial Group, Inc$13M
- Mach-1 Financial Group, LLC$8M
- Oxford Wealth Group, LLC$6M
- LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$5M
- Chris Bulman Inc$5M
- Uniting Wealth Partners, LLC$4M
Full exits 3
- CITADEL ADVISORS LLC$20M
- Coppell Advisory Solutions LLC$2M
- Main Street Financial Solutions, LLC$538K
Largest adds
- LPL Financial LLC$39M
- ROYAL BANK OF CANADA$21M
- ENVESTNET ASSET MANAGEMENT INC$17M
- Janney Montgomery Scott LLC$17M
- Fiduciary Trust Co$15M
- Independent Advisor Alliance$15M
Largest trims
- NewEdge Advisors, LLC$11M
- WESPAC Advisors SoCal, LLC$10M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6M
- First National Trust Co$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- Philip James Wealth Mangement, LLC$2M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 6,042,784 | $101M | 10.8% | 2026-Q1 |
| Fiduciary Trust Co added | 3,691,532 | $62M | 6.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,662,171 | $61M | 6.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,737,739 | $46M | 4.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,445,053 | $41M | 4.4% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 1,888,575 | $32M | 3.4% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 1,079,097 | $26M | 2.8% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 1,550,190 | $26M | 2.8% | 2026-Q1 |
| CWM, LLC added | 1,540,500 | $26M | 2.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,448,425 | $24M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,334,575 | $22M | 2.4% | 2026-Q1 |
| Ferguson Shapiro LLC added | 1,213,403 | $20M | 2.2% | 2026-Q1 |
| Prism Advisors, Inc. added | 1,143,775 | $19M | 2.0% | 2026-Q1 |
| Mariner, LLC added | 1,055,054 | $18M | 1.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,050,546 | $18M | 1.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 992,962 | $17M | 1.8% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 920,327 | $15M | 1.6% | 2026-Q1 |
| Independent Advisor Alliance added | 905,626 | $15M | 1.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 872,126 | $15M | 1.6% | 2026-Q1 |
| Berger Financial Group, Inc new | 785,931 | $13M | 1.4% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 767,260 | $13M | 1.4% | 2026-Q1 |
| Parallel Advisors, LLC added | 744,598 | $12M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 728,925 | $12M | 1.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 603,202 | $10M | 1.1% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 593,138 | $10M | 1.1% | 2026-Q1 |
| Capital Investment Counsel, LLC added | 585,179 | $10M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 579,294 | $10M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 574,253 | $10M | 1.0% | 2026-Q1 |
| Arax Advisory Partners added | 556,185 | $9M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 525,759 | $9M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 521,468 | $9M | 0.9% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 488,668 | $8M | 0.9% | 2026-Q1 |
| Mach-1 Financial Group, LLC new | 477,330 | $8M | 0.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 413,413 | $7M | 0.7% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 402,722 | $7M | 0.7% | 2026-Q1 |
| Oxford Wealth Group, LLC new | 351,361 | $6M | 0.6% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 338,985 | $6M | 0.6% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 325,997 | $5M | 0.6% | 2026-Q1 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC new | 321,391 | $5M | 0.6% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 318,967 | $5M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 291,069 | $5M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 289,648 | $5M | 0.5% | 2026-Q1 |
| Chris Bulman Inc new | 287,768 | $5M | 0.5% | 2026-Q1 |
| Philip James Wealth Mangement, LLC trimmed | 282,272 | $5M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 272,621 | $5M | 0.5% | 2026-Q1 |
| Uniting Wealth Partners, LLC new | 266,264 | $4M | 0.5% | 2026-Q1 |
| &PARTNERS new | 241,558 | $4M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 233,266 | $4M | 0.4% | 2026-Q1 |
| VestGen Advisors, LLC new | 210,753 | $4M | 0.4% | 2026-Q1 |
| Brookstone Capital Management new | 223,634 | $4M | 0.4% | 2026-Q1 |
| Private Wealth Asset Management, LLC added | 217,385 | $4M | 0.4% | 2026-Q1 |
| LINCOLN CAPITAL CORP new | 200,180 | $3M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC new | 197,472 | $3M | 0.4% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 197,248 | $3M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 166,897 | $3M | 0.3% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 161,110 | $3M | 0.3% | 2026-Q1 |
| First National Trust Co trimmed | 158,331 | $3M | 0.3% | 2026-Q1 |
| AlTi Global, Inc. added | 153,371 | $3M | 0.3% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC added | 145,654 | $2M | 0.3% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 143,381 | $2M | 0.3% | 2026-Q1 |
| Ascentis Independent Advisors added | 133,421 | $2M | 0.2% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC trimmed | 130,352 | $2M | 0.2% | 2026-Q1 |
| Blackhawk Capital Partners, LLC added | 130,150 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 121,366 | $2M | 0.2% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 106,056 | $2M | 0.2% | 2026-Q1 |
| EASTERN BANK | 104,017 | $2M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 101,494 | $2M | 0.2% | 2026-Q1 |
| Spire Wealth Management new | 100,874 | $2M | 0.2% | 2026-Q1 |
| LEIGH BALDWIN & CO., LLC new | 100,265 | $2M | 0.2% | 2026-Q1 |
| PSI Advisors, LLC new | 97,470 | $2M | 0.2% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 91,549 | $2M | 0.2% | 2026-Q1 |
| Boyer Financial Services, Inc. added | 91,236 | $2M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 83,949 | $1M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 79,823 | $1M | 0.1% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC new | 79,497 | $1M | 0.1% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 78,783 | $1M | 0.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID new | 75,405 | $1M | 0.1% | 2026-Q1 |
| Commerce Advisors, LLC new | 74,787 | $1M | 0.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 74,639 | $1M | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 72,765 | $1M | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 70,750 | $1M | 0.1% | 2026-Q1 |
| Cambridge Advisors Inc. added | 70,509 | $1M | 0.1% | 2026-Q1 |
| Ducere Wealth Management LLC added | 69,679 | $1M | 0.1% | 2026-Q1 |
| Triumph Capital Management | 65,000 | $1M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC new | 64,642 | $1M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 64,423 | $1M | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 64,126 | $1M | 0.1% | 2026-Q1 |
| Garden State Investment Advisory Services LLC added | 60,106 | $1M | 0.1% | 2026-Q1 |
| Boyce & Associates Wealth Consulting, Inc. added | 58,453 | $980K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC new | 56,765 | $952K | 0.1% | 2026-Q1 |
| Wisconsin Wealth Advisors, LLC added | 54,883 | $920K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 54,354 | $912K | 0.1% | 2026-Q1 |
| Meadow Creek Wealth Advisors LLC added | 53,171 | $892K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 48,246 | $809K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 47,849 | $802K | 0.1% | 2026-Q1 |
| Advisor OS, LLC added | 46,489 | $780K | 0.1% | 2026-Q1 |
| American Institute for Advanced Investment Management, LLP added | 45,088 | $756K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,195,909 | $20M | 2.2% | 2025-Q4 stale |
| WOODMONT INVESTMENT COUNSEL LLC new | 140,804 | $2M | 0.2% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 92,459 | $2M | 0.2% | 2025-Q4 stale |
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.
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.