Who owns WTPI (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-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
20 tracked funds added or opened WTPI while 9 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
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 2025-Q4 and 2026-Q1, across 89 tracked filers holding WTPI, 61 increased or opened the position and 25 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 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 7
- Alpine Bank Wealth Management$5M
- NBC SECURITIES, INC.$2M
- JANE STREET GROUP, LLC$2M
- DIVERSIFY WEALTH MANAGEMENT, LLC$847K
- HARBOUR INVESTMENTS, INC.$690K
- MILESTONE ASSET MANAGEMENT, LLC$561K
Full exits 6
- TrueMark Investments, LLC$1M
- PARK AVENUE SECURITIES LLC$951K
- CreativeOne Wealth, LLC$869K
- Diversify Advisory Services, LLC$816K
- Rockefeller Capital Management L.P.$814K
- Envestnet Portfolio Solutions, Inc.$535K
Largest adds
- Granite Bay Wealth Management, LLC$30M
- LPL Financial LLC$19M
- WealthPlan Investment Management, LLC$5M
- RAYMOND JAMES FINANCIAL INC$4M
- Kestra Advisory Services, LLC$4M
- US BANCORP \DE\$3M
Largest trims
- TRUST POINT INC.$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- NewEdge Advisors, LLC$1M
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 | 1,665,333 | $53M | 21.6% | 2026-Q1 |
| Granite Bay Wealth Management, LLC added | 1,203,749 | $38M | 15.6% | 2026-Q1 |
| MORGAN STANLEY added | 673,104 | $21M | 8.7% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 327,587 | $10M | 4.3% | 2026-Q1 |
| CASTLE WEALTH MANAGEMENT LLC added | 275,608 | $9M | 3.6% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 244,805 | $8M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 242,710 | $8M | 3.2% | 2026-Q1 |
| Solutions 4 Wealth, Ltd added | 196,992 | $6M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers added | 187,979 | $6M | 2.4% | 2026-Q1 |
| Alpine Bank Wealth Management new | 165,323 | $5M | 2.1% | 2026-Q1 |
| Compass Financial Services Inc added | 158,923 | $5M | 2.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 140,084 | $4M | 1.8% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 124,544 | $4M | 1.6% | 2026-Q1 |
| US BANCORP \DE\ added | 116,111 | $4M | 1.5% | 2026-Q1 |
| Opes Wealth Management LLC added | 115,731 | $4M | 1.5% | 2026-Q1 |
| Private Capital Management, LLC added | 114,716 | $4M | 1.5% | 2026-Q1 |
| TRUST POINT INC. trimmed | 111,816 | $4M | 1.5% | 2026-Q1 |
| UBS Group AG added | 74,301 | $2M | 1.0% | 2026-Q1 |
| Avestar Capital, LLC trimmed | 58,804 | $2M | 0.8% | 2026-Q1 |
| PFG Investments, LLC added | 55,592 | $2M | 0.7% | 2026-Q1 |
| Tidemark, LLC added | 54,631 | $2M | 0.7% | 2026-Q1 |
| CWM, LLC added | 52,391 | $2M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 51,408 | $2M | 0.7% | 2026-Q1 |
| NBC SECURITIES, INC. new | 50,957 | $2M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 50,086 | $2M | 0.7% | 2026-Q1 |
| RESOLUTE CAPITAL, LLC added | 48,804 | $2M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 47,786 | $2M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 47,173 | $2M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 43,787 | $1M | 0.6% | 2026-Q1 |
| Visionary Wealth Advisors added | 40,560 | $1M | 0.5% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 36,130 | $1M | 0.5% | 2026-Q1 |
| Creative Planning added | 34,375 | $1M | 0.4% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 33,984 | $1M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 34,408 | $1M | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC added | 32,611 | $1M | 0.4% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 30,051 | $959K | 0.4% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 25,851 | $847K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 23,728 | $757K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 22,148 | $707K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 21,633 | $690K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. added | 20,096 | $641K | 0.3% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 17,866 | $570K | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 17,846 | $569K | 0.2% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC new | 17,574 | $561K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC new | 15,821 | $505K | 0.2% | 2026-Q1 |
| Maridea Wealth Management LLC new | 15,504 | $495K | 0.2% | 2026-Q1 |
| Avory & Company, LLC | 15,167 | $484K | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 14,132 | $451K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,064 | $385K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC | 11,221 | $358K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC new | 10,667 | $340K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC | 10,403 | $332K | 0.1% | 2026-Q1 |
| Tactive Advisors, LLC added | 9,502 | $303K | 0.1% | 2026-Q1 |
| Atlantic Private Wealth, LLC | 8,793 | $281K | 0.1% | 2026-Q1 |
| Synergy Investment Management, LLC added | 8,346 | $266K | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC added | 8,259 | $264K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 7,842 | $250K | 0.1% | 2026-Q1 |
| Roan Capital Partners new | 7,763 | $248K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 6,953 | $222K | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 6,573 | $210K | 0.1% | 2026-Q1 |
| Alessandra Capital Management, LLC new | 6,456 | $206K | 0.1% | 2026-Q1 |
| White & Co Financial Planning Inc trimmed | 6,291 | $201K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,711 | $182K | 0.1% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 2,307 | $74K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,216 | $71K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 47,141 | $47K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC | 1,433 | $46K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 1,400 | $45K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 1,244 | $40K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 1,198 | $38K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 1,050 | $34K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 661 | $21K | 0.0% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC trimmed | 642 | $20K | 0.0% | 2026-Q1 |
| TrueMark Investments, LLC new | 34,568 | $1M | 0.5% | 2025-Q4 stale |
| PFG Advisors new | 33,318 | $1M | 0.5% | 2025-Q3 stale |
| Three Magnolias Financial Advisors, LLC new | 29,843 | $956K | 0.4% | 2025-Q2 stale |
| PARK AVENUE SECURITIES LLC new | 28,795 | $951K | 0.4% | 2025-Q4 stale |
| CreativeOne Wealth, LLC added | 26,328 | $869K | 0.4% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 24,234 | $816K | 0.3% | 2025-Q4 stale |
| Rockefeller Capital Management L.P. added | 24,568 | $814K | 0.3% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 17,643 | $565K | 0.2% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. new | 16,199 | $535K | 0.2% | 2025-Q4 stale |
| OPPENHEIMER & CO INC added | 14,248 | $474K | 0.2% | 2025-Q3 stale |
| Meridian Wealth Management, LLC new | 13,805 | $456K | 0.2% | 2025-Q4 stale |
| Klingman & Associates, LLC | 11,935 | $397K | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 10,291 | $330K | 0.1% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC added | 9,650 | $321K | 0.1% | 2025-Q3 stale |
| Collaborative Wealth Managment Inc. added | 9,610 | $317K | 0.1% | 2025-Q4 stale |
| Independent Advisor Alliance new | 9,356 | $300K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,737 | $288K | 0.1% | 2025-Q4 stale |
| HighTower Advisors, LLC added | 9,164 | $285K | 0.1% | 2025-Q1 stale |
| Pineridge Advisors LLC trimmed | 7,174 | $239K | 0.1% | 2025-Q3 stale |
| Keating Financial Advisory Services, Inc. new | 6,643 | $219K | 0.1% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,850 | $219K | 0.1% | 2025-Q2 stale |
| Concurrent Investment Advisors, LLC new | 6,178 | $206K | 0.1% | 2025-Q3 stale |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 4,425 | $142K | 0.1% | 2025-Q2 stale |
| Cascades Capital Asset Management, LLC new | 4,100 | $135K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 2,274 | $75K | 0.0% | 2025-Q4 stale |
| Wealthspire Advisors, LLC trimmed | 773 | $26K | 0.0% | 2025-Q3 stale |
| Steward Partners Investment Advisory, LLC | 750 | $23K | 0.0% | 2025-Q1 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.