Who owns WCPB (WCPB)
Which tracked institutional funds hold WCPB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WCPB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 WCPB is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 0 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
WCPB’s largest tracked holder by dollar value, New Perspectives, Inc, sizes it at 25.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 25.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WCPB 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 15 tracked filers holding WCPB, 14 increased or opened the position and 2 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 WCPB 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 5
- Clear Trail Advisors, LLC$15M
- PFW Advisors LLC$8M
- STAPP WEALTH MANAGEMENT, PLLC$8M
- LexAurum Advisors, LLC$5M
- HighTower Advisors, LLC$2M
Largest adds
- SMI Advisory Services, LLC$2M
- RAINIER FAMILY WEALTH INC$2M
- New Perspectives, Inc$2M
- GOLDMAN SACHS GROUP INC$967K
- TOTH FINANCIAL ADVISORY CORP$318K
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 |
|---|---|---|---|---|
| New Perspectives, Inc added | 2,866,941 | $73M | 50.4% | 2026-Q1 |
| SMI Advisory Services, LLC added | 814,050 | $21M | 14.3% | 2026-Q1 |
| Clear Trail Advisors, LLC new | 582,927 | $15M | 10.2% | 2026-Q1 |
| PFW Advisors LLC new | 332,721 | $8M | 5.8% | 2026-Q1 |
| STAPP WEALTH MANAGEMENT, PLLC new | 321,115 | $8M | 5.6% | 2026-Q1 |
| LexAurum Advisors, LLC new | 192,909 | $5M | 3.4% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 180,476 | $5M | 3.2% | 2026-Q1 |
| Sigma Planning Corp added | 129,647 | $3M | 2.3% | 2026-Q1 |
| RAINIER FAMILY WEALTH INC added | 83,519 | $2M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC new | 62,945 | $2M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 58,011 | $1M | 1.0% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP added | 14,211 | $359K | 0.2% | 2026-Q1 |
| Trademark Financial Management, LLC new | 13,094 | $331K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,748 | $322K | 0.2% | 2026-Q1 |
| Brookwood Investment Group LLC new | 9,257 | $234K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 12,301 | $314K | 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.