Who owns WTBA (WTBA)
Which tracked institutional funds hold WTBA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WTBA 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 WTBA is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 4 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
WTBA’s largest tracked holder by dollar value, FMR 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WTBA 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 111 tracked filers holding WTBA, 43 increased or opened the position and 50 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 WTBA 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 4
- VANGUARD CAPITAL MANAGEMENT LLC$17M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- LexAurum Advisors, LLC$589K
Full exits 1
- VANGUARD GROUP INC$20M
Largest adds
- AMERICAN CENTURY COMPANIES INC$2M
- BlackRock, Inc.$2M
- DIMENSIONAL FUND ADVISORS LP$1M
- TWO SIGMA INVESTMENTS, LP$949K
- Aptus Capital Advisors, LLC$746K
- GEODE CAPITAL MANAGEMENT, LLC$672K
Largest trims
- FMR LLC$798K
- BARCLAYS PLC$375K
- MARSHALL WACE, LLP$284K
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 |
|---|---|---|---|---|
| FMR LLC trimmed | 1,313,097 | $31M | 15.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,177,000 | $28M | 13.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 701,072 | $17M | 8.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 651,924 | $16M | 7.5% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 408,568 | $10M | 4.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 364,507 | $9M | 4.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 342,166 | $8M | 4.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 266,657 | $6M | 3.1% | 2026-Q1 |
| Legacy Bridge, LLC trimmed | 245,801 | $6M | 2.8% | 2026-Q1 |
| Rhino Investment Partners, Inc trimmed | 224,038 | $5M | 2.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 182,452 | $4M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 171,360 | $4M | 2.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 119,552 | $3M | 1.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 96,495 | $2M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 89,977 | $2M | 1.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 87,604 | $2M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 85,979 | $2M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 70,370 | $2M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 59,927 | $1M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 57,759 | $1M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 57,707 | $1M | 0.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 50,974 | $1M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 39,872 | $949K | 0.5% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 35,325 | $840K | 0.4% | 2026-Q1 |
| Basepoint Wealth LLC trimmed | 35,285 | $839K | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 34,480 | $820K | 0.4% | 2026-Q1 |
| Foster Group, Inc. trimmed | 30,667 | $730K | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 28,553 | $679K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 27,845 | $662K | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 27,802 | $661K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 27,128 | $645K | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 27,586 | $612K | 0.3% | 2026-Q1 |
| LexAurum Advisors, LLC added | 24,753 | $589K | 0.3% | 2026-Q1 |
| De Lisle Partners LLP | 24,156 | $576K | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 23,266 | $553K | 0.3% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 19,830 | $472K | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 19,634 | $467K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 19,075 | $454K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,874 | $425K | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 17,191 | $409K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 16,274 | $387K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 15,035 | $358K | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 14,867 | $354K | 0.2% | 2026-Q1 |
| Independent Wealth Network Inc. added | 14,698 | $350K | 0.2% | 2026-Q1 |
| FORTRESS FINANCIAL GROUP, LLC trimmed | 14,597 | $347K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 13,228 | $315K | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,078 | $311K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 11,602 | $272K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 11,015 | $262K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 10,738 | $255K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 10,542 | $251K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 10,504 | $250K | 0.1% | 2026-Q1 |
| DMKC Advisory Services, LLC trimmed | 10,500 | $250K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 10,109 | $240K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 9,652 | $230K | 0.1% | 2026-Q1 |
| Creative Planning new | 9,326 | $222K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 8,978 | $214K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,879 | $211K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 8,791 | $209K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 8,500 | $202K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 8,461 | $201K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 8,370 | $199K | 0.1% | 2026-Q1 |
| City State Bank trimmed | 7,554 | $180K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 7,299 | $174K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 7,194 | $171K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 6,753 | $160K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 5,637 | $134K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 5,410 | $129K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 3,919 | $93K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 3,685 | $88K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 3,456 | $82K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,299 | $55K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 1,878 | $45K | 0.0% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 1,731 | $41K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 1,665 | $40K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 507 | $39K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 1,387 | $33K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,363 | $32K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,361 | $32K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 818 | $19K | 0.0% | 2026-Q1 |
| State of Alaska, Department of Revenue | 769 | $18K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 711 | $17K | 0.0% | 2026-Q1 |
| Versant Capital Management, Inc | 701 | $17K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 548 | $13K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 882,210 | $20M | 9.5% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 96,097 | $2M | 1.0% | 2025-Q2 stale |
| Pacific Ridge Capital Partners, LLC trimmed | 42,751 | $869K | 0.4% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 21,100 | $468K | 0.2% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC | 10,807 | $220K | 0.1% | 2025-Q3 stale |
| FIRST TRUST ADVISORS LP added | 11,017 | $216K | 0.1% | 2025-Q2 stale |
| INTECH INVESTMENT MANAGEMENT LLC new | 10,025 | $200K | 0.1% | 2025-Q1 stale |
| FIFTH THIRD BANCORP | 9,400 | $187K | 0.1% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 7,902 | $158K | 0.1% | 2025-Q1 stale |
| Empowered Funds, LLC new | 5,666 | $126K | 0.1% | 2025-Q4 stale |
| SG Americas Securities, LLC trimmed | 5,407 | $108K | 0.1% | 2025-Q1 stale |
| Clarity Asset Management, Inc. | 1,000 | $20K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 950 | $19K | 0.0% | 2025-Q3 stale |
| GROUP ONE TRADING LLC new | 774 | $17K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 475 | $11K | 0.0% | 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.