Who owns WTMF
Which tracked institutional funds hold WTMF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WTMF 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 WTMF is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 3 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
WTMF’s largest tracked holder by dollar value, MORGAN STANLEY, 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 WTMF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WTMF 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 81 tracked filers holding WTMF, 41 increased or opened the position and 37 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 WTMF 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 1
- Kestra Advisory Services, LLC$1M
Full exits 2
- Efficient Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- MORGAN STANLEY$3M
- LPL Financial LLC$2M
- Tidemark, LLC$1M
- ASSETMARK, INC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Stewardship Advisors, LLC$711K
Largest trims
- OSAIC HOLDINGS, INC.$502K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,147,194 | $47M | 23.3% | 2026-Q2 |
| LPL Financial LLC added | 502,047 | $21M | 10.2% | 2026-Q2 |
| Tidemark, LLC added | 432,433 | $18M | 8.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 315,199 | $13M | 6.4% | 2026-Q2 |
| Stewardship Advisors, LLC added | 291,438 | $12M | 5.9% | 2026-Q2 |
| Cetera Investment Advisers added | 276,616 | $11M | 5.6% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 273,756 | $11M | 5.5% | 2026-Q2 |
| Avestar Capital, LLC added | 131,519 | $5M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 76,053 | $3M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 71,809 | $3M | 1.5% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 51,188 | $2M | 1.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 50,399 | $2M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,561 | $2M | 0.9% | 2026-Q2 |
| Columbus Macro, LLC added | 41,669 | $2M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 37,268 | $2M | 0.8% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 35,749 | $1M | 0.7% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 33,725 | $1M | 0.7% | 2026-Q2 |
| Comprehensive Wealth Management, LLC added | 31,506 | $1M | 0.6% | 2026-Q2 |
| ASSETMARK, INC added | 30,913 | $1M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 26,963 | $1M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 26,477 | $1M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 25,539 | $1M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 25,508 | $1M | 0.5% | 2026-Q2 |
| Global Wealth Management Investment Advisory, Inc. added | 23,225 | $949K | 0.5% | 2026-Q2 |
| Financial Enhancement Group LLC added | 22,492 | $919K | 0.5% | 2026-Q2 |
| Advisor Resource Council added | 20,332 | $833K | 0.4% | 2026-Q2 |
| Empirical Asset Management, LLC added | 19,375 | $791K | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 19,180 | $784K | 0.4% | 2026-Q2 |
| Sequent Planning LLC added | 18,763 | $766K | 0.4% | 2026-Q2 |
| Centric Wealth Management added | 18,058 | $742K | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18,155 | $742K | 0.4% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 17,596 | $719K | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 17,648 | $715K | 0.4% | 2026-Q2 |
| Axis Wealth Partners, LLC trimmed | 15,891 | $649K | 0.3% | 2026-Q2 |
| CSS LLC/IL | 15,150 | $619K | 0.3% | 2026-Q2 |
| Cooper Financial Group trimmed | 15,110 | $617K | 0.3% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 14,357 | $586K | 0.3% | 2026-Q2 |
| PAX Financial Group, LLC trimmed | 14,150 | $578K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 13,916 | $568K | 0.3% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 13,789 | $563K | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 11,761 | $480K | 0.2% | 2026-Q2 |
| Austin Wealth Management, LLC trimmed | 10,267 | $419K | 0.2% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 10,136 | $415K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 9,921 | $405K | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 9,519 | $389K | 0.2% | 2026-Q2 |
| Alteri Wealth LLC added | 9,501 | $388K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 8,280 | $338K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,754 | $317K | 0.2% | 2026-Q2 |
| Discipline Wealth Solutions, LLC trimmed | 7,702 | $315K | 0.2% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC | 7,621 | $311K | 0.2% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 7,604 | $311K | 0.2% | 2026-Q2 |
| Trajan Wealth LLC trimmed | 6,979 | $285K | 0.1% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 6,845 | $280K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC new | 5,628 | $230K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 5,566 | $227K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 5,444 | $222K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 5,101 | $208K | 0.1% | 2026-Q2 |
| ROCKLAND TRUST CO trimmed | 5,025 | $205K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 4,301 | $176K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 3,827 | $156K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 3,240 | $132K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 3,172 | $130K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 2,503 | $102K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 2,123 | $87K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 1,497 | $61K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,491 | $61K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 1,316 | $54K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,250 | $51K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 910 | $37K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 782 | $32K | 0.0% | 2026-Q2 |
| UBS Group AG added | 666 | $27K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 404 | $17K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 265 | $11K | 0.0% | 2026-Q2 |
| Concord Wealth Partners trimmed | 251 | $10K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 250 | $10K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 229 | $9K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 127 | $5K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 64 | $3K | 0.0% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC | 37 | $2K | 0.0% | 2026-Q2 |
| Solstein Capital, LLC | 25 | $1K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 12 | $490 | 0.0% | 2026-Q2 |
| Efficient Advisors, LLC added | 35,208 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 30,901 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC new | 7,380 | $293K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Merit Financial Group, LLC added | 7,306 | $290K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC trimmed | 7,251 | $288K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Washington Trust Bank trimmed | 7,220 | $287K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Team Financial Group, LLC | 4,078 | $162K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 13,916 | $529K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Entelevest, LLC new | 9,798 | $373K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Cambria Investment Management, L.P. trimmed | 5,880 | $224K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Litman Gregory Wealth Management LLC new | 3,470 | $132K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| O'Dell Group, LLC added | 319,746 | $12M | 6.0% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,357 | $468K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Concurrent Investment Advisors, LLC new | 8,600 | $326K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Cardinal Point Capital Management ULC | 6,530 | $251K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Elios Financial Group Inc. added | 20,734 | $732K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Virtu Financial LLC trimmed | 9,344 | $330K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| ZEGA Investments, LLC | 6,938 | $245K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Freedom Investment Management, Inc. added | 6,540 | $231K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.