Who owns WTMF (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-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 WTMF while 5 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
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 2025-Q4 and 2026-Q1, across 82 tracked filers holding WTMF, 49 increased or opened the position and 35 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 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 3
- Financial Enhancement Group LLC$864K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$806K
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$720K
Full exits 2
- Kestra Advisory Services, LLC$991K
- JANE STREET GROUP, LLC$529K
Largest adds
- Tidemark, LLC$7M
- LPL Financial LLC$2M
- WELLS FARGO & COMPANY/MN$1M
- MORGAN STANLEY$993K
- KINGSWOOD WEALTH ADVISORS, LLC$921K
- EARNED WEALTH ADVISORS, LLC$881K
Largest trims
- OneDigital Investment Advisors LLC$5M
- Arkadios Wealth Advisors$2M
- RAYMOND JAMES FINANCIAL INC$890K
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 trimmed | 1,108,158 | $44M | 23.2% | 2026-Q1 |
| LPL Financial LLC added | 476,311 | $19M | 10.0% | 2026-Q1 |
| Tidemark, LLC added | 407,816 | $16M | 8.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 319,248 | $13M | 6.7% | 2026-Q1 |
| Stewardship Advisors, LLC added | 282,078 | $11M | 5.9% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 272,900 | $11M | 5.7% | 2026-Q1 |
| Cetera Investment Advisers added | 269,132 | $11M | 5.6% | 2026-Q1 |
| Avestar Capital, LLC trimmed | 126,704 | $5M | 2.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 67,706 | $3M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 66,925 | $3M | 1.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 50,399 | $2M | 1.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 48,034 | $2M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 40,394 | $2M | 0.8% | 2026-Q1 |
| Ethos Financial Group, LLC trimmed | 39,689 | $2M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 37,898 | $2M | 0.8% | 2026-Q1 |
| Columbus Macro, LLC added | 37,210 | $1M | 0.8% | 2026-Q1 |
| Efficient Advisors, LLC added | 35,208 | $1M | 0.7% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 31,486 | $1M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 30,901 | $1M | 0.6% | 2026-Q1 |
| Comprehensive Wealth Management, LLC added | 29,664 | $1M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 24,100 | $956K | 0.5% | 2026-Q1 |
| Global Wealth Management Investment Advisory, Inc. added | 23,120 | $918K | 0.5% | 2026-Q1 |
| Financial Enhancement Group LLC new | 21,426 | $864K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,311 | $806K | 0.4% | 2026-Q1 |
| Empirical Asset Management, LLC added | 18,593 | $738K | 0.4% | 2026-Q1 |
| Advisor Resource Council added | 18,516 | $735K | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 18,155 | $720K | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 18,104 | $718K | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 18,175 | $715K | 0.4% | 2026-Q1 |
| Sequent Planning LLC added | 17,707 | $703K | 0.4% | 2026-Q1 |
| Endowment Wealth Management, Inc. trimmed | 17,099 | $679K | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 16,534 | $656K | 0.3% | 2026-Q1 |
| Axis Wealth Partners, LLC added | 16,345 | $649K | 0.3% | 2026-Q1 |
| Cooper Financial Group trimmed | 16,035 | $636K | 0.3% | 2026-Q1 |
| CSS LLC/IL | 15,150 | $601K | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC added | 13,844 | $571K | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 14,361 | $570K | 0.3% | 2026-Q1 |
| PAX Financial Group, LLC added | 14,225 | $565K | 0.3% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 11,580 | $478K | 0.3% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 10,503 | $422K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 10,264 | $407K | 0.2% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 9,720 | $386K | 0.2% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 9,663 | $384K | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC added | 9,570 | $380K | 0.2% | 2026-Q1 |
| Alteri Wealth LLC | 9,481 | $376K | 0.2% | 2026-Q1 |
| Centric Wealth Management trimmed | 9,048 | $369K | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 9,183 | $364K | 0.2% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 9,051 | $359K | 0.2% | 2026-Q1 |
| Discipline Wealth Solutions, LLC trimmed | 8,252 | $327K | 0.2% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC | 7,621 | $302K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 7,380 | $293K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 7,306 | $290K | 0.2% | 2026-Q1 |
| Trajan Wealth LLC trimmed | 7,282 | $289K | 0.2% | 2026-Q1 |
| Betterment LLC trimmed | 7,251 | $288K | 0.2% | 2026-Q1 |
| Washington Trust Bank trimmed | 7,220 | $287K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 6,158 | $244K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC new | 5,594 | $222K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 5,547 | $220K | 0.1% | 2026-Q1 |
| ROCKLAND TRUST CO trimmed | 5,167 | $205K | 0.1% | 2026-Q1 |
| Team Financial Group, LLC | 4,078 | $162K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,198 | $127K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 2,518 | $100K | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 2,432 | $97K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 2,191 | $87K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 1,491 | $59K | 0.0% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc trimmed | 1,316 | $52K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,250 | $50K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC added | 782 | $31K | 0.0% | 2026-Q1 |
| CX Institutional trimmed | 755 | $30K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 444 | $18K | 0.0% | 2026-Q1 |
| UBS Group AG added | 423 | $17K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 404 | $16K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 265 | $11K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 229 | $9K | 0.0% | 2026-Q1 |
| Financial Connections Group, Inc. new | 229 | $9K | 0.0% | 2026-Q1 |
| PROTECTIVE LIFE CORP new | 172 | $7K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC added | 157 | $6K | 0.0% | 2026-Q1 |
| O'Dell Group, LLC added | 319,746 | $12M | 6.4% | 2025-Q3 stale |
| IHT Wealth Management, LLC trimmed | 41,298 | $1M | 0.7% | 2025-Q1 stale |
| Kestra Advisory Services, LLC added | 26,053 | $991K | 0.5% | 2025-Q4 stale |
| Elios Financial Group Inc. added | 20,734 | $732K | 0.4% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 13,916 | $529K | 0.3% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,357 | $468K | 0.2% | 2025-Q3 stale |
| Entelevest, LLC new | 9,798 | $373K | 0.2% | 2025-Q4 stale |
| Virtu Financial LLC trimmed | 9,344 | $330K | 0.2% | 2025-Q2 stale |
| Concurrent Investment Advisors, LLC new | 8,600 | $326K | 0.2% | 2025-Q3 stale |
| Cardinal Point Capital Management ULC | 6,530 | $251K | 0.1% | 2025-Q3 stale |
| ZEGA Investments, LLC | 6,938 | $245K | 0.1% | 2025-Q2 stale |
| ENTREWEALTH, LLC trimmed | 6,956 | $237K | 0.1% | 2025-Q1 stale |
| Freedom Investment Management, Inc. added | 6,540 | $231K | 0.1% | 2025-Q2 stale |
| Cambria Investment Management, L.P. trimmed | 5,880 | $224K | 0.1% | 2025-Q4 stale |
| My Legacy Advisors, LLC trimmed | 6,147 | $210K | 0.1% | 2025-Q1 stale |
| IFG Advisory, LLC new | 5,270 | $200K | 0.1% | 2025-Q4 stale |
| Litman Gregory Wealth Management LLC new | 3,470 | $132K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 3,293 | $125K | 0.1% | 2025-Q4 stale |
| Kiker Wealth Management, LLC new | 1,460 | $50K | 0.0% | 2025-Q1 stale |
| Transce3nd, LLC trimmed | 1,386 | $49K | 0.0% | 2025-Q2 stale |
| Concord Wealth Partners | 466 | $18K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 250 | $10K | 0.0% | 2025-Q4 stale |
| Farther Finance Advisors, LLC | 222 | $8K | 0.0% | 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.