Who owns WTPI
Which tracked institutional funds hold WTPI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WTPI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
23 tracked funds added or opened WTPI while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
WTPI’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WTPI 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 82 tracked filers holding WTPI, 51 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 WTPI 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 5
- Pinnacle Financial Partners, Inc.$7M
- EP Wealth Advisors, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- OLD MISSION CAPITAL LLC$908K
- Diversify Advisory Services, LLC$642K
Full exits 5
- Granite Bay Wealth Management, LLC$38M
- Opes Wealth Management LLC$4M
- CWM, LLC$2M
- MILESTONE ASSET MANAGEMENT, LLC$561K
- Western Wealth Management, LLC$505K
Largest adds
- LPL Financial LLC$9M
- MORGAN STANLEY$7M
- JPMORGAN CHASE & CO$2M
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- CENTRAL TRUST Co$2M
Largest trims
- Alpine Bank Wealth Management$4M
- TRUST POINT INC.$754K
- JANE STREET GROUP, LLC$716K
- ENVESTNET ASSET MANAGEMENT INC$411K
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 | 1,883,263 | $62M | 21.8% | 2026-Q2 |
| MORGAN STANLEY added | 853,355 | $28M | 9.9% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 356,743 | $12M | 4.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 298,239 | $10M | 3.5% | 2026-Q2 |
| CASTLE WEALTH MANAGEMENT LLC added | 284,265 | $9M | 3.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 242,352 | $8M | 2.8% | 2026-Q2 |
| Solutions 4 Wealth, Ltd added | 240,518 | $8M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers added | 221,580 | $7M | 2.6% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 202,105 | $7M | 2.3% | 2026-Q2 |
| Compass Financial Services Inc added | 175,132 | $6M | 2.0% | 2026-Q2 |
| CENTRAL TRUST Co added | 174,550 | $6M | 2.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 157,334 | $5M | 1.8% | 2026-Q2 |
| Private Capital Management, LLC added | 123,547 | $4M | 1.4% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 122,881 | $4M | 1.4% | 2026-Q2 |
| US BANCORP \DE\ | 116,111 | $4M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 96,737 | $3M | 1.1% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 95,620 | $3M | 1.1% | 2026-Q2 |
| TRUST POINT INC. trimmed | 85,822 | $3M | 1.0% | 2026-Q2 |
| UBS Group AG added | 74,645 | $2M | 0.9% | 2026-Q2 |
| RESOLUTE CAPITAL, LLC added | 64,023 | $2M | 0.7% | 2026-Q2 |
| Avestar Capital, LLC added | 63,764 | $2M | 0.7% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 63,321 | $2M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 57,526 | $2M | 0.7% | 2026-Q2 |
| PFG Investments, LLC trimmed | 55,442 | $2M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 53,911 | $2M | 0.6% | 2026-Q2 |
| Visionary Wealth Advisors added | 47,191 | $2M | 0.5% | 2026-Q2 |
| Tidemark, LLC trimmed | 46,978 | $2M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 44,481 | $1M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 40,600 | $1M | 0.5% | 2026-Q2 |
| Arkadios Wealth Advisors added | 39,632 | $1M | 0.5% | 2026-Q2 |
| Creative Planning added | 38,434 | $1M | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC added | 36,261 | $1M | 0.4% | 2026-Q2 |
| Alpine Bank Wealth Management trimmed | 35,376 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 34,752 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 33,982 | $1M | 0.4% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 30,472 | $999K | 0.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 27,705 | $908K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 26,906 | $882K | 0.3% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 24,544 | $805K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 24,521 | $804K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 22,377 | $734K | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 19,669 | $646K | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 19,536 | $642K | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 19,536 | $642K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 19,499 | $639K | 0.2% | 2026-Q2 |
| Avory & Company, LLC added | 15,267 | $501K | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 14,094 | $462K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 13,977 | $458K | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 12,830 | $421K | 0.1% | 2026-Q2 |
| Tactive Advisors, LLC added | 12,432 | $408K | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 12,012 | $394K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 11,746 | $385K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC | 11,221 | $368K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC | 10,403 | $341K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 9,817 | $322K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 8,600 | $282K | 0.1% | 2026-Q2 |
| Synergy Investment Management, LLC added | 8,600 | $282K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 7,328 | $240K | 0.1% | 2026-Q2 |
| Roan Capital Partners trimmed | 7,227 | $237K | 0.1% | 2026-Q2 |
| White & Co Financial Planning Inc added | 6,638 | $218K | 0.1% | 2026-Q2 |
| Alessandra Capital Management, LLC added | 6,606 | $217K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 6,207 | $204K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 2,150 | $70K | 0.0% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 1,697 | $56K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 1,494 | $49K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 1,400 | $46K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC trimmed | 1,233 | $40K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 1,225 | $40K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,198 | $39K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,192 | $39K | 0.0% | 2026-Q2 |
| SWAN Capital LLC added | 1,151 | $38K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 783 | $26K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 661 | $22K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 500 | $16K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 425 | $14K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 325 | $11K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 320 | $10K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 224 | $7K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 52 | $2K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 20 | $662 | 0.0% | 2026-Q2 |
| SHP Wealth Management | 14 | $459 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 2 | $66 | 0.0% | 2026-Q2 |
| Granite Bay Wealth Management, LLC added | 1,203,749 | $38M | 13.6% | 2026-Q1 stale (1 quarter behind) |
| Opes Wealth Management LLC added | 115,731 | $4M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 52,391 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| MILESTONE ASSET MANAGEMENT, LLC new | 17,574 | $561K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 15,821 | $505K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC added | 14,132 | $451K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| TrueMark Investments, LLC new | 34,568 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| PARK AVENUE SECURITIES LLC new | 28,795 | $951K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CreativeOne Wealth, LLC new | 26,328 | $869K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. new | 24,568 | $814K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Envestnet Portfolio Solutions, Inc. new | 16,199 | $535K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Meridian Wealth Management, LLC new | 13,805 | $456K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Collaborative Wealth Managment Inc. added | 9,610 | $317K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| PFG Advisors new | 33,318 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| OPPENHEIMER & CO INC added | 14,248 | $474K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Klingman & Associates, LLC | 11,935 | $397K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Three Magnolias Financial Advisors, LLC new | 29,843 | $956K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 10,291 | $330K | 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.