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Institutional Ownership · SEC Form 13F

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.

82
Institutional holders
4,295,146
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed1,108,158$44M23.2%2026-Q1
LPL Financial LLC added476,311$19M10.0%2026-Q1
Tidemark, LLC added407,816$16M8.5%2026-Q1
OneDigital Investment Advisors LLC trimmed319,248$13M6.7%2026-Q1
Stewardship Advisors, LLC added282,078$11M5.9%2026-Q1
EARNED WEALTH ADVISORS, LLC added272,900$11M5.7%2026-Q1
Cetera Investment Advisers added269,132$11M5.6%2026-Q1
Avestar Capital, LLC trimmed126,704$5M2.7%2026-Q1
WELLS FARGO & COMPANY/MN added67,706$3M1.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added66,925$3M1.4%2026-Q1
Vestmark Advisory Solutions, Inc. added50,399$2M1.1%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC added48,034$2M1.0%2026-Q1
OSAIC HOLDINGS, INC. added40,394$2M0.8%2026-Q1
Ethos Financial Group, LLC trimmed39,689$2M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed37,898$2M0.8%2026-Q1
Columbus Macro, LLC added37,210$1M0.8%2026-Q1
Efficient Advisors, LLC added35,208$1M0.7%2026-Q1
Asset Allocation Strategies LLC added31,486$1M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added30,901$1M0.6%2026-Q1
Comprehensive Wealth Management, LLC added29,664$1M0.6%2026-Q1
Private Advisor Group, LLC added24,100$956K0.5%2026-Q1
Global Wealth Management Investment Advisory, Inc. added23,120$918K0.5%2026-Q1
Financial Enhancement Group LLC new21,426$864K0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added20,311$806K0.4%2026-Q1
Empirical Asset Management, LLC added18,593$738K0.4%2026-Q1
Advisor Resource Council added18,516$735K0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new18,155$720K0.4%2026-Q1
HARBOUR INVESTMENTS, INC. added18,104$718K0.4%2026-Q1
JPMORGAN CHASE & CO added18,175$715K0.4%2026-Q1
Sequent Planning LLC added17,707$703K0.4%2026-Q1
Endowment Wealth Management, Inc. trimmed17,099$679K0.4%2026-Q1
STIFEL FINANCIAL CORP added16,534$656K0.3%2026-Q1
Axis Wealth Partners, LLC added16,345$649K0.3%2026-Q1
Cooper Financial Group trimmed16,035$636K0.3%2026-Q1
CSS LLC/IL15,150$601K0.3%2026-Q1
VestGen Advisors, LLC added13,844$571K0.3%2026-Q1
Arkadios Wealth Advisors trimmed14,361$570K0.3%2026-Q1
PAX Financial Group, LLC added14,225$565K0.3%2026-Q1
Bison Wealth, LLC trimmed11,580$478K0.3%2026-Q1
Austin Wealth Management, LLC trimmed10,503$422K0.2%2026-Q1
&PARTNERS trimmed10,264$407K0.2%2026-Q1
REAP Financial Group, LLC trimmed9,720$386K0.2%2026-Q1
Clarity Asset Management, Inc. new9,663$384K0.2%2026-Q1
Sowell Financial Services LLC added9,570$380K0.2%2026-Q1
Alteri Wealth LLC9,481$376K0.2%2026-Q1
Centric Wealth Management trimmed9,048$369K0.2%2026-Q1
Beacon Pointe Advisors, LLC trimmed9,183$364K0.2%2026-Q1
HOWARD BAILEY SECURITIES, LLC trimmed9,051$359K0.2%2026-Q1
Discipline Wealth Solutions, LLC trimmed8,252$327K0.2%2026-Q1
INVENIO WEALTH PARTNERS LLC7,621$302K0.2%2026-Q1
Gateway Wealth Partners, LLC new7,380$293K0.2%2026-Q1
Merit Financial Group, LLC added7,306$290K0.2%2026-Q1
Trajan Wealth LLC trimmed7,282$289K0.2%2026-Q1
Betterment LLC trimmed7,251$288K0.2%2026-Q1
Washington Trust Bank trimmed7,220$287K0.2%2026-Q1
MML INVESTORS SERVICES, LLC added6,158$244K0.1%2026-Q1
MGO ONE SEVEN LLC new5,594$222K0.1%2026-Q1
FIFTH THIRD BANCORP new5,547$220K0.1%2026-Q1
ROCKLAND TRUST CO trimmed5,167$205K0.1%2026-Q1
Team Financial Group, LLC4,078$162K0.1%2026-Q1
ROYAL BANK OF CANADA added3,198$127K0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added2,518$100K0.1%2026-Q1
Golden State Wealth Management, LLC trimmed2,432$97K0.1%2026-Q1
AE Wealth Management LLC trimmed2,191$87K0.0%2026-Q1
Aptus Capital Advisors, LLC1,491$59K0.0%2026-Q1
Glass Jacobson Investment Advisors llc trimmed1,316$52K0.0%2026-Q1
Steward Partners Investment Advisory, LLC added1,250$50K0.0%2026-Q1
Parallel Advisors, LLC added782$31K0.0%2026-Q1
CX Institutional trimmed755$30K0.0%2026-Q1
Western Wealth Management, LLC new444$18K0.0%2026-Q1
UBS Group AG added423$17K0.0%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. trimmed404$16K0.0%2026-Q1
CoreCap Advisors, LLC trimmed265$11K0.0%2026-Q1
Strategic Wealth Partners, Ltd. added229$9K0.0%2026-Q1
Financial Connections Group, Inc. new229$9K0.0%2026-Q1
PROTECTIVE LIFE CORP new172$7K0.0%2026-Q1
Clearstead Advisors, LLC added157$6K0.0%2026-Q1
O'Dell Group, LLC added319,746$12M6.4%2025-Q3 stale
IHT Wealth Management, LLC trimmed41,298$1M0.7%2025-Q1 stale
Kestra Advisory Services, LLC added26,053$991K0.5%2025-Q4 stale
Elios Financial Group Inc. added20,734$732K0.4%2025-Q2 stale
JANE STREET GROUP, LLC trimmed13,916$529K0.3%2025-Q4 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed12,357$468K0.2%2025-Q3 stale
Entelevest, LLC new9,798$373K0.2%2025-Q4 stale
Virtu Financial LLC trimmed9,344$330K0.2%2025-Q2 stale
Concurrent Investment Advisors, LLC new8,600$326K0.2%2025-Q3 stale
Cardinal Point Capital Management ULC6,530$251K0.1%2025-Q3 stale
ZEGA Investments, LLC6,938$245K0.1%2025-Q2 stale
ENTREWEALTH, LLC trimmed6,956$237K0.1%2025-Q1 stale
Freedom Investment Management, Inc. added6,540$231K0.1%2025-Q2 stale
Cambria Investment Management, L.P. trimmed5,880$224K0.1%2025-Q4 stale
My Legacy Advisors, LLC trimmed6,147$210K0.1%2025-Q1 stale
IFG Advisory, LLC new5,270$200K0.1%2025-Q4 stale
Litman Gregory Wealth Management LLC new3,470$132K0.1%2025-Q4 stale
COMERICA BANK added3,293$125K0.1%2025-Q4 stale
Kiker Wealth Management, LLC new1,460$50K0.0%2025-Q1 stale
Transce3nd, LLC trimmed1,386$49K0.0%2025-Q2 stale
Concord Wealth Partners466$18K0.0%2025-Q4 stale
Global Retirement Partners, LLC250$10K0.0%2025-Q4 stale
Farther Finance Advisors, LLC222$8K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership