Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 WTAI is one-sided between 2026-Q1 and 2026-Q2: 50 added or opened and 6 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
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 2026-Q1 and 2026-Q2, across 154 tracked filers holding WTAI, 95 increased or opened the position and 47 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 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 7
- JANE STREET GROUP, LLC$10M
- CLG LLC$3M
- GFS Advisors, LLC$2M
- Modern Wealth Management, LLC$2M
- MARSHALL WACE, LLP$1M
- INDEPENDENT FINANCIAL GROUP, LLC$1M
Full exits 5
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- FLOW TRADERS U.S. LLC$2M
- Janney Montgomery Scott LLC$2M
- Breachway Investments LLC$989K
- Cambridge Investment Research Advisors, Inc.$723K
Largest adds
- LPL Financial LLC$23M
- AMERIPRISE FINANCIAL INC$8M
- Kestra Advisory Services, LLC$6M
- Hancock Prospecting Pty Ltd$5M
- RAYMOND JAMES FINANCIAL INC$5M
- Advisory Services Network, LLC$5M
Largest trims
- Valmark Advisers, Inc.$325K
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 | 908,339 | $43M | 15.4% | 2026-Q2 |
| Horizon Wealth Management, LLC trimmed | 358,681 | $17M | 6.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 328,108 | $16M | 5.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 300,517 | $14M | 5.1% | 2026-Q2 |
| Hancock Prospecting Pty Ltd | 274,505 | $13M | 4.6% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 269,989 | $13M | 4.6% | 2026-Q2 |
| Quattro Advisors LLC trimmed | 248,971 | $12M | 4.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 240,093 | $11M | 4.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 227,293 | $10M | 3.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 204,190 | $10M | 3.5% | 2026-Q2 |
| Advocacy Wealth Management, LLC trimmed | 198,529 | $9M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 181,413 | $9M | 3.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 141,218 | $7M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 120,269 | $6M | 2.0% | 2026-Q2 |
| Prospera Financial Services Inc added | 100,127 | $5M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 99,557 | $5M | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 95,226 | $5M | 1.6% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 83,934 | $4M | 1.4% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 78,525 | $4M | 1.3% | 2026-Q2 |
| Berbice Capital Management LLC added | 74,959 | $4M | 1.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 70,639 | $3M | 1.2% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 70,345 | $3M | 1.2% | 2026-Q2 |
| CLG LLC new | 68,756 | $3M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 65,320 | $3M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 60,034 | $3M | 1.0% | 2026-Q2 |
| Integrated Advisors Network LLC added | 55,413 | $3M | 0.9% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC added | 54,099 | $3M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 49,506 | $2M | 0.8% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 45,508 | $2M | 0.8% | 2026-Q2 |
| Modern Wealth Management, LLC new | 32,095 | $2M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP new | 31,420 | $1M | 0.5% | 2026-Q2 |
| NWAM LLC added | 28,709 | $1M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 27,052 | $1M | 0.5% | 2026-Q2 |
| Creative Planning added | 24,260 | $1M | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 23,499 | $1M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 22,602 | $1M | 0.4% | 2026-Q2 |
| Clearstead Advisors, LLC added | 22,050 | $1M | 0.4% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 21,350 | $936K | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 20,597 | $957K | 0.3% | 2026-Q2 |
| WMG Financial Advisors, LLC added | 20,335 | $965K | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 19,845 | $942K | 0.3% | 2026-Q2 |
| Solstein Capital, LLC new | 18,781 | $892K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,431 | $875K | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 17,400 | $826K | 0.3% | 2026-Q2 |
| SWEENEY & MICHEL, LLC trimmed | 16,834 | $693K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 16,784 | $797K | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 16,039 | $761K | 0.3% | 2026-Q2 |
| Mariner, LLC added | 16,002 | $760K | 0.3% | 2026-Q2 |
| Waldron Private Wealth LLC | 15,621 | $742K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 15,545 | $738K | 0.3% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 12,605 | $598K | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 11,362 | $539K | 0.2% | 2026-Q2 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 9,854 | $468K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 9,828 | $467K | 0.2% | 2026-Q2 |
| Tulsa Wealth Advisors, INC added | 9,827 | $466K | 0.2% | 2026-Q2 |
| Evanson Financial, LLC new | 9,565 | $454K | 0.2% | 2026-Q2 |
| Acorn Wealth Advisors, LLC trimmed | 9,132 | $433K | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 9,130 | $433K | 0.2% | 2026-Q2 |
| COFG Advisors, LLC trimmed | 9,045 | $429K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 8,985 | $404K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC | 8,980 | $426K | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 8,850 | $420K | 0.1% | 2026-Q2 |
| Procyon Advisors, LLC new | 8,515 | $404K | 0.1% | 2026-Q2 |
| Key Financial Inc trimmed | 8,479 | $402K | 0.1% | 2026-Q2 |
| W.H. Cornerstone Investments Inc. | 8,381 | $398K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 8,125 | $386K | 0.1% | 2026-Q2 |
| Cerity Partners LLC | 7,934 | $377K | 0.1% | 2026-Q2 |
| Clearwater Capital Advisors, LLC | 7,914 | $376K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC new | 7,741 | $367K | 0.1% | 2026-Q2 |
| Sherman Asset Management, Inc. added | 7,166 | $340K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors new | 6,994 | $332K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 6,964 | $331K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 6,939 | $329K | 0.1% | 2026-Q2 |
| Capital Investment Counsel, LLC new | 6,935 | $329K | 0.1% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6,922 | $329K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 6,911 | $328K | 0.1% | 2026-Q2 |
| Fox Hill Wealth Management trimmed | 6,899 | $327K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 6,883 | $327K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 6,822 | $324K | 0.1% | 2026-Q2 |
| Oxinas Partners, LLC new | 6,716 | $319K | 0.1% | 2026-Q2 |
| Provident Wealth Management, LLC trimmed | 6,715 | $319K | 0.1% | 2026-Q2 |
| MRA Advisory Group new | 6,709 | $318K | 0.1% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC new | 6,698 | $318K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 6,644 | $315K | 0.1% | 2026-Q2 |
| Savant Capital, LLC new | 6,530 | $247K | 0.1% | 2026-Q2 |
| PEDDOCK CAPITAL ADVISORS, LLC new | 6,255 | $297K | 0.1% | 2026-Q2 |
| Argent Trust Co new | 6,087 | $289K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 5,791 | $275K | 0.1% | 2026-Q2 |
| MidFirst Bank | 5,764 | $274K | 0.1% | 2026-Q2 |
| Cascade Financial Partners, LLC trimmed | 5,691 | $270K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 5,648 | $259K | 0.1% | 2026-Q2 |
| Barry Investment Advisors, LLC new | 5,601 | $266K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 5,528 | $262K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 5,515 | $262K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 5,515 | $262K | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 5,479 | $260K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 5,312 | $252K | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC new | 5,153 | $245K | 0.1% | 2026-Q2 |
| Certified Advisory Corp new | 4,899 | $233K | 0.1% | 2026-Q2 |
| GFS Advisors, LLC new | 10 | $2M | 0.6% | 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.