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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 714,111 | $20M | 11.6% | 2026-Q1 |
| Horizon Wealth Management, LLC added | 550,093 | $16M | 9.0% | 2026-Q1 |
| ASSETMARK, INC added | 400,322 | $11M | 6.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 282,040 | $8M | 4.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 281,002 | $8M | 4.6% | 2026-Q1 |
| Hancock Prospecting Pty Ltd | 274,505 | $8M | 4.5% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 272,639 | $8M | 4.4% | 2026-Q1 |
| Quattro Advisors LLC added | 252,498 | $7M | 4.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 257,702 | $7M | 4.0% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 227,079 | $6M | 3.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 159,433 | $5M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 120,316 | $3M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 118,215 | $3M | 1.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 109,272 | $3M | 1.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 103,813 | $3M | 1.7% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 99,444 | $3M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 94,069 | $3M | 1.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 93,514 | $3M | 1.5% | 2026-Q1 |
| Perigon Wealth Management, LLC | 83,475 | $2M | 1.4% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 71,882 | $2M | 1.2% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 70,841 | $2M | 1.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 66,423 | $2M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 65,556 | $2M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 65,016 | $2M | 1.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 54,294 | $2M | 0.9% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC | 53,221 | $2M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 47,488 | $1M | 0.8% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 42,152 | $1M | 0.7% | 2026-Q1 |
| Breachway Investments LLC trimmed | 34,151 | $989K | 0.6% | 2026-Q1 |
| Bison Wealth, LLC | 22,863 | $945K | 0.5% | 2026-Q1 |
| NWAM LLC added | 26,363 | $744K | 0.4% | 2026-Q1 |
| Berbice Capital Management LLC added | 26,240 | $741K | 0.4% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 25,735 | $726K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 25,624 | $723K | 0.4% | 2026-Q1 |
| Belpointe Asset Management LLC added | 25,009 | $706K | 0.4% | 2026-Q1 |
| Creative Planning added | 24,081 | $680K | 0.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 23,121 | $653K | 0.4% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 23,102 | $652K | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 19,602 | $553K | 0.3% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 16,938 | $541K | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 17,255 | $487K | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC new | 17,150 | $484K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 16,541 | $467K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 16,486 | $465K | 0.3% | 2026-Q1 |
| WMG Financial Advisors, LLC trimmed | 16,135 | $455K | 0.3% | 2026-Q1 |
| Waldron Private Wealth LLC | 15,621 | $441K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 15,617 | $441K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,400 | $435K | 0.3% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 15,340 | $433K | 0.3% | 2026-Q1 |
| Mariner, LLC added | 15,001 | $423K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 13,323 | $376K | 0.2% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC | 13,020 | $368K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 10,187 | $288K | 0.2% | 2026-Q1 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 9,854 | $278K | 0.2% | 2026-Q1 |
| Tulsa Wealth Advisors, INC new | 9,597 | $271K | 0.2% | 2026-Q1 |
| Evanson Asset Management, LLC | 9,565 | $270K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 9,371 | $265K | 0.2% | 2026-Q1 |
| Key Financial Inc trimmed | 9,370 | $265K | 0.2% | 2026-Q1 |
| COFG Advisors, LLC trimmed | 9,286 | $262K | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 9,001 | $254K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 8,980 | $254K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 8,466 | $239K | 0.1% | 2026-Q1 |
| W.H. Cornerstone Investments Inc. | 8,381 | $237K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. | 8,079 | $234K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 8,125 | $229K | 0.1% | 2026-Q1 |
| Cerity Partners LLC | 7,934 | $224K | 0.1% | 2026-Q1 |
| Clearwater Capital Advisors, LLC trimmed | 7,914 | $223K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 7,861 | $222K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 7,597 | $214K | 0.1% | 2026-Q1 |
| Provident Wealth Management, LLC trimmed | 7,134 | $201K | 0.1% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC added | 6,922 | $195K | 0.1% | 2026-Q1 |
| First Command Advisory Services, Inc. | 5,921 | $167K | 0.1% | 2026-Q1 |
| MidFirst Bank | 5,764 | $163K | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 5,648 | $151K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 116,949 | $2M | 1.3% | 2025-Q1 stale |
| Orca Investment Management, LLC trimmed | 62,796 | $2M | 1.1% | 2025-Q4 stale |
| Cascade Financial Partners, LLC added | 37,983 | $1M | 0.6% | 2025-Q4 stale |
| Insight Advisors, LLC/ PA added | 29,900 | $871K | 0.5% | 2025-Q4 stale |
| HERBST GROUP, LLC new | 22,148 | $645K | 0.4% | 2025-Q4 stale |
| Watts Gwilliam & Co., LLC | 21,396 | $611K | 0.4% | 2025-Q3 stale |
| Fox Hill Wealth Management trimmed | 14,648 | $427K | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 13,864 | $404K | 0.2% | 2025-Q4 stale |
| MONEY CONCEPTS CAPITAL CORP new | 13,544 | $395K | 0.2% | 2025-Q4 stale |
| Compound Planning, Inc. new | 11,700 | $334K | 0.2% | 2025-Q3 stale |
| INDEPENDENT FINANCIAL GROUP, LLC added | 11,302 | $329K | 0.2% | 2025-Q4 stale |
| CARY STREET PARTNERS FINANCIAL LLC added | 11,219 | $327K | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 12,668 | $311K | 0.2% | 2025-Q2 stale |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 10,356 | $254K | 0.1% | 2025-Q2 stale |
| SeaCrest Wealth Management, LLC new | 8,021 | $243K | 0.1% | 2025-Q3 stale |
| Acorn Wealth Advisors, LLC trimmed | 12,773 | $243K | 0.1% | 2025-Q1 stale |
| Lido Advisors, LLC trimmed | 9,358 | $230K | 0.1% | 2025-Q2 stale |
| Atria Investments, Inc added | 7,769 | $226K | 0.1% | 2025-Q4 stale |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,300 | $215K | 0.1% | 2025-Q1 stale |
| Wealth Alliance Advisory Group, LLC | 10,942 | $208K | 0.1% | 2025-Q1 stale |
| Apexium Financial, LP | 10,666 | $203K | 0.1% | 2025-Q1 stale |
| GWN SECURITIES INC. trimmed | 6,872 | $200K | 0.1% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 6,551 | $191K | 0.1% | 2025-Q4 stale |
| Wealthspire Advisors, LLC new | 4,590 | $131K | 0.1% | 2025-Q3 stale |
| AllSquare Wealth Management LLC added | 4,023 | $115K | 0.1% | 2025-Q3 stale |
| BARCLAYS PLC | 4,000 | $114K | 0.1% | 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.
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.