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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2: 103 added or opened and 12 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 2026-Q1 and 2026-Q2, across 188 tracked filers holding WCMI, 139 increased or opened the position and 56 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 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 15
- Composition Wealth, LLC$84M
- Integrated Wealth Concepts LLC$9M
- Atlanta Consulting Group Advisors, LLC$8M
- TRUIST FINANCIAL CORP$7M
- Prairie Wealth Advisors, Inc.$7M
- Hobart Private Capital, LLC$6M
Full exits 6
- CWM, LLC$26M
- Janney Montgomery Scott LLC$24M
- HighTower Advisors, LLC$18M
- Cambridge Investment Research Advisors, Inc.$5M
- Ascentis Independent Advisors$2M
- Betterment LLC$608K
Largest adds
- LPL Financial LLC$41M
- RAYMOND JAMES FINANCIAL INC$32M
- NewEdge Advisors, LLC$27M
- Fiduciary Trust Co$26M
- Private Advisor Group, LLC$17M
- MORGAN STANLEY$14M
Largest trims
- KINTRA WEALTH, LLC$18M
- Independent Advisor Alliance$15M
- Prospera Financial Services Inc$5M
- Mariner, LLC$4M
- Farther Finance Advisors, LLC$1M
- Advisory Services Network, LLC$610K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 7,296,414 | $143M | 11.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,768,307 | $93M | 7.4% | 2026-Q2 |
| Fiduciary Trust Co added | 4,500,781 | $88M | 7.0% | 2026-Q2 |
| Composition Wealth, LLC new | 4,270,879 | $84M | 6.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,849,621 | $56M | 4.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,712,219 | $53M | 4.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,347,074 | $46M | 3.6% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 2,021,827 | $40M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,564,802 | $31M | 2.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,252,793 | $25M | 1.9% | 2026-Q2 |
| Ferguson Shapiro LLC trimmed | 1,200,760 | $23M | 1.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,176,012 | $23M | 1.8% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 1,146,836 | $22M | 1.8% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 1,038,292 | $20M | 1.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 921,683 | $18M | 1.4% | 2026-Q2 |
| Commonwealth Financial Services, LLC added | 911,280 | $18M | 1.4% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 845,808 | $17M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 838,741 | $16M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 829,630 | $16M | 1.3% | 2026-Q2 |
| Parallel Advisors, LLC added | 807,735 | $16M | 1.3% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 785,432 | $15M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers added | 758,477 | $15M | 1.2% | 2026-Q2 |
| Mariner, LLC trimmed | 714,658 | $14M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 711,557 | $14M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 669,758 | $13M | 1.0% | 2026-Q2 |
| IFP Advisors, Inc added | 617,647 | $12M | 1.0% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 587,422 | $11M | 0.9% | 2026-Q2 |
| Arax Advisory Partners added | 581,366 | $11M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 546,403 | $11M | 0.8% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 525,636 | $10M | 0.8% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 478,665 | $9M | 0.7% | 2026-Q2 |
| VestGen Advisors, LLC added | 476,043 | $9M | 0.7% | 2026-Q2 |
| UBS Group AG added | 466,762 | $9M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 461,311 | $9M | 0.7% | 2026-Q2 |
| Pathstone Holdings, LLC added | 454,896 | $9M | 0.7% | 2026-Q2 |
| Mach-1 Financial Group, LLC trimmed | 436,175 | $9M | 0.7% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC new | 433,206 | $8M | 0.7% | 2026-Q2 |
| Oxford Wealth Group, LLC added | 426,643 | $8M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 410,930 | $8M | 0.6% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 410,588 | $8M | 0.6% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 396,906 | $8M | 0.6% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 366,934 | $7M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 363,210 | $7M | 0.6% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 337,010 | $7M | 0.5% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 322,882 | $6M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 310,509 | $6M | 0.5% | 2026-Q2 |
| Chris Bulman Inc added | 306,389 | $6M | 0.5% | 2026-Q2 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC trimmed | 301,672 | $6M | 0.5% | 2026-Q2 |
| Hobart Private Capital, LLC new | 294,004 | $6M | 0.5% | 2026-Q2 |
| Lakeridge Wealth Management LLC new | 277,752 | $5M | 0.4% | 2026-Q2 |
| Philip James Wealth Mangement, LLC trimmed | 262,053 | $5M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 251,253 | $5M | 0.4% | 2026-Q2 |
| &PARTNERS added | 246,807 | $5M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 236,530 | $5M | 0.4% | 2026-Q2 |
| Private Wealth Asset Management, LLC added | 235,008 | $5M | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC added | 234,758 | $5M | 0.4% | 2026-Q2 |
| Centennial Wealth Advisory LLC new | 227,057 | $4M | 0.4% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 224,971 | $4M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 211,179 | $4M | 0.3% | 2026-Q2 |
| Commerce Advisors, LLC added | 207,879 | $4M | 0.3% | 2026-Q2 |
| LINCOLN CAPITAL CORP added | 207,300 | $4M | 0.3% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. new | 188,819 | $4M | 0.3% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 180,024 | $3M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 168,576 | $3M | 0.3% | 2026-Q2 |
| First National Trust Co added | 165,962 | $3M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 154,899 | $3M | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 153,932 | $3M | 0.2% | 2026-Q2 |
| AlTi Global, Inc. added | 153,701 | $3M | 0.2% | 2026-Q2 |
| Blackhawk Capital Partners, LLC added | 152,992 | $3M | 0.2% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC added | 145,726 | $3M | 0.2% | 2026-Q2 |
| Midwest Financial Group LLC new | 139,583 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 125,672 | $2M | 0.2% | 2026-Q2 |
| WESPAC Advisors SoCal, LLC trimmed | 125,088 | $2M | 0.2% | 2026-Q2 |
| LEIGH BALDWIN & CO., LLC added | 123,828 | $2M | 0.2% | 2026-Q2 |
| Boyer Financial Services, Inc. added | 119,840 | $2M | 0.2% | 2026-Q2 |
| Sound Portfolio Advisors, LLC added | 118,168 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 109,666 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 109,593 | $2M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 109,408 | $2M | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 107,368 | $2M | 0.2% | 2026-Q2 |
| EASTERN BANK | 104,017 | $2M | 0.2% | 2026-Q2 |
| Spire Wealth Management added | 103,096 | $2M | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 101,266 | $2M | 0.2% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 96,735 | $2M | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 90,588 | $2M | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 89,993 | $2M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 82,092 | $2M | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 78,879 | $2M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 78,269 | $2M | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 76,107 | $1M | 0.1% | 2026-Q2 |
| Advisor OS, LLC added | 73,691 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 73,182 | $1M | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 72,000 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 71,885 | $1M | 0.1% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID trimmed | 71,227 | $1M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 70,863 | $1M | 0.1% | 2026-Q2 |
| Cambridge Advisors Inc. added | 70,543 | $1M | 0.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 70,081 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 69,394 | $1M | 0.1% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. new | 0 | $7M | 0.5% | 2026-Q2 |
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.