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Institutional Ownership · SEC Form 13F

Who owns WTAI (WTAI)


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

120
Institutional holders
5,756,869
Shares held (tracked funds)

How the tape is positioned

13 tracked funds added or opened WTAI while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

WTAI’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WTAI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in WTAI 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 120 tracked filers holding WTAI, 57 increased or opened the position and 46 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 WTAI 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.

Full exits 4

  • Orca Investment Management, LLC$2M
  • Cascade Financial Partners, LLC$1M
  • Insight Advisors, LLC/ PA$871K
  • HERBST GROUP, LLC$645K

Largest adds

  • ASSETMARK, INC$11M
  • JPMORGAN CHASE & CO$7M
  • Kestra Advisory Services, LLC$3M
  • Janney Montgomery Scott LLC$1M
  • Advocacy Wealth Management, LLC$829K
  • Quattro Advisors LLC$744K

Largest trims

  • FLOW TRADERS U.S. LLC$2M
  • RAYMOND JAMES FINANCIAL INC$747K
  • Advisory Services Network, LLC$707K
  • MML INVESTORS SERVICES, LLC$327K
  • Prospera Financial Services Inc$275K

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
LPL Financial LLC added714,111$20M11.6%2026-Q1
Horizon Wealth Management, LLC added550,093$16M9.0%2026-Q1
ASSETMARK, INC added400,322$11M6.5%2026-Q1
AMERIPRISE FINANCIAL INC added282,040$8M4.6%2026-Q1
Kestra Advisory Services, LLC added281,002$8M4.6%2026-Q1
Hancock Prospecting Pty Ltd274,505$8M4.5%2026-Q1
Advisory Services Network, LLC trimmed272,639$8M4.4%2026-Q1
Quattro Advisors LLC added252,498$7M4.1%2026-Q1
JPMORGAN CHASE & CO added257,702$7M4.0%2026-Q1
Advocacy Wealth Management, LLC added227,079$6M3.7%2026-Q1
BANK OF AMERICA CORP /DE/ added159,433$5M2.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed120,316$3M2.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added118,215$3M1.9%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added109,272$3M1.8%2026-Q1
TRUIST FINANCIAL CORP added103,813$3M1.7%2026-Q1
Prospera Financial Services Inc trimmed99,444$3M1.6%2026-Q1
OSAIC HOLDINGS, INC. added94,069$3M1.5%2026-Q1
Rockefeller Capital Management L.P. trimmed93,514$3M1.5%2026-Q1
Perigon Wealth Management, LLC83,475$2M1.4%2026-Q1
Tradition Wealth Management, LLC added71,882$2M1.2%2026-Q1
AdvisorNet Financial, Inc added70,841$2M1.2%2026-Q1
FLOW TRADERS U.S. LLC trimmed66,423$2M1.1%2026-Q1
Janney Montgomery Scott LLC added65,556$2M1.1%2026-Q1
STIFEL FINANCIAL CORP added65,016$2M1.1%2026-Q1
Private Advisor Group, LLC trimmed54,294$2M0.9%2026-Q1
WADDELL & ASSOCIATES, LLC53,221$2M0.9%2026-Q1
Cetera Investment Advisers added47,488$1M0.8%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed42,152$1M0.7%2026-Q1
Breachway Investments LLC trimmed34,151$989K0.6%2026-Q1
Bison Wealth, LLC22,863$945K0.5%2026-Q1
NWAM LLC added26,363$744K0.4%2026-Q1
Berbice Capital Management LLC added26,240$741K0.4%2026-Q1
Integrated Advisors Network LLC trimmed25,735$726K0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added25,624$723K0.4%2026-Q1
Belpointe Asset Management LLC added25,009$706K0.4%2026-Q1
Creative Planning added24,081$680K0.4%2026-Q1
Valmark Advisers, Inc. added23,121$653K0.4%2026-Q1
Gateway Wealth Partners, LLC added23,102$652K0.4%2026-Q1
Ausdal Financial Partners, Inc. trimmed19,602$553K0.3%2026-Q1
SWEENEY & MICHEL, LLC added16,938$541K0.3%2026-Q1
Focus Partners Wealth trimmed17,255$487K0.3%2026-Q1
Clearstead Advisors, LLC new17,150$484K0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed16,541$467K0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed16,486$465K0.3%2026-Q1
WMG Financial Advisors, LLC trimmed16,135$455K0.3%2026-Q1
Waldron Private Wealth LLC15,621$441K0.3%2026-Q1
Steward Partners Investment Advisory, LLC added15,617$441K0.3%2026-Q1
CITADEL ADVISORS LLC trimmed15,400$435K0.3%2026-Q1
INTEGRITY ALLIANCE, LLC. added15,340$433K0.3%2026-Q1
Mariner, LLC added15,001$423K0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed13,323$376K0.2%2026-Q1
Bryn Mawr Trust Advisors, LLC13,020$368K0.2%2026-Q1
Western Wealth Management, LLC trimmed10,187$288K0.2%2026-Q1
OXFORD FINANCIAL GROUP, LTD. LLC9,854$278K0.2%2026-Q1
Tulsa Wealth Advisors, INC new9,597$271K0.2%2026-Q1
Evanson Asset Management, LLC9,565$270K0.2%2026-Q1
HighTower Advisors, LLC added9,371$265K0.2%2026-Q1
Key Financial Inc trimmed9,370$265K0.2%2026-Q1
COFG Advisors, LLC trimmed9,286$262K0.2%2026-Q1
HighPoint Advisor Group LLC added9,001$254K0.1%2026-Q1
Wealthcare Advisory Partners LLC8,980$254K0.1%2026-Q1
MORGAN STANLEY added8,466$239K0.1%2026-Q1
W.H. Cornerstone Investments Inc.8,381$237K0.1%2026-Q1
Kovack Advisors, Inc.8,079$234K0.1%2026-Q1
Geneos Wealth Management Inc. trimmed8,125$229K0.1%2026-Q1
Cerity Partners LLC7,934$224K0.1%2026-Q1
Clearwater Capital Advisors, LLC trimmed7,914$223K0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed7,861$222K0.1%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed7,597$214K0.1%2026-Q1
Provident Wealth Management, LLC trimmed7,134$201K0.1%2026-Q1
HALBERT HARGROVE GLOBAL ADVISORS, LLC added6,922$195K0.1%2026-Q1
First Command Advisory Services, Inc.5,921$167K0.1%2026-Q1
MidFirst Bank5,764$163K0.1%2026-Q1
Smartleaf Asset Management LLC trimmed5,648$151K0.1%2026-Q1
JANE STREET GROUP, LLC added116,949$2M1.3%2025-Q1 stale
Orca Investment Management, LLC trimmed62,796$2M1.1%2025-Q4 stale
Cascade Financial Partners, LLC added37,983$1M0.6%2025-Q4 stale
Insight Advisors, LLC/ PA added29,900$871K0.5%2025-Q4 stale
HERBST GROUP, LLC new22,148$645K0.4%2025-Q4 stale
Watts Gwilliam & Co., LLC21,396$611K0.4%2025-Q3 stale
Fox Hill Wealth Management trimmed14,648$427K0.2%2025-Q4 stale
GTS SECURITIES LLC trimmed13,864$404K0.2%2025-Q4 stale
MONEY CONCEPTS CAPITAL CORP new13,544$395K0.2%2025-Q4 stale
Compound Planning, Inc. new11,700$334K0.2%2025-Q3 stale
INDEPENDENT FINANCIAL GROUP, LLC added11,302$329K0.2%2025-Q4 stale
CARY STREET PARTNERS FINANCIAL LLC added11,219$327K0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added12,668$311K0.2%2025-Q2 stale
TRANSCEND CAPITAL ADVISORS, LLC trimmed10,356$254K0.1%2025-Q2 stale
SeaCrest Wealth Management, LLC new8,021$243K0.1%2025-Q3 stale
Acorn Wealth Advisors, LLC trimmed12,773$243K0.1%2025-Q1 stale
Lido Advisors, LLC trimmed9,358$230K0.1%2025-Q2 stale
Atria Investments, Inc added7,769$226K0.1%2025-Q4 stale
UNITED CAPITAL FINANCIAL ADVISORS, LLC11,300$215K0.1%2025-Q1 stale
Wealth Alliance Advisory Group, LLC10,942$208K0.1%2025-Q1 stale
Apexium Financial, LP10,666$203K0.1%2025-Q1 stale
GWN SECURITIES INC. trimmed6,872$200K0.1%2025-Q4 stale
FLAGSHIP HARBOR ADVISORS, LLC trimmed6,551$191K0.1%2025-Q4 stale
Wealthspire Advisors, LLC new4,590$131K0.1%2025-Q3 stale
AllSquare Wealth Management LLC added4,023$115K0.1%2025-Q3 stale
BARCLAYS PLC4,000$114K0.1%2025-Q3 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.

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