Who owns WTV
Which tracked institutional funds hold WTV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WTV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
78 tracked funds added or opened WTV while 32 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
WTV’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes WTV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WTV 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 221 tracked filers holding WTV, 139 increased or opened the position and 81 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 WTV 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 14
- FIRST COMMUNITY TRUST NA$56M
- AXXCESS WEALTH MANAGEMENT, LLC$12M
- Global Retirement Partners, LLC$10M
- IFG Advisory, LLC$6M
- Tower Research Capital LLC (TRC)$2M
- UBS Group AG$2M
Full exits 13
- HighTower Advisors, LLC$118M
- Lido Advisors, LLC$27M
- Independent Advisor Alliance$25M
- Cambridge Investment Research Advisors, Inc.$21M
- Retirement Management Systems Inc.$9M
- CWM, LLC$8M
Largest adds
- RAYMOND JAMES FINANCIAL INC$25M
- Private Advisor Group, LLC$22M
- MORGAN STANLEY$19M
- Cetera Investment Advisers$15M
- Kestra Advisory Services, LLC$12M
- RESOLUTE CAPITAL, LLC$11M
Largest trims
- Mariner, LLC$26M
- ENVESTNET ASSET MANAGEMENT INC$20M
- LPL Financial LLC$6M
- Systelligence, LLC$5M
- Sanctuary Advisors, LLC$3M
- Onyx Bridge Wealth Group LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 3,234,403 | $329M | 16.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,872,080 | $190M | 9.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,688,436 | $172M | 8.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,652,709 | $168M | 8.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,302,119 | $132M | 6.7% | 2026-Q2 |
| Cetera Investment Advisers added | 637,003 | $65M | 3.3% | 2026-Q2 |
| FIRST COMMUNITY TRUST NA new | 545,821 | $56M | 2.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 516,715 | $53M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 398,169 | $41M | 2.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 385,150 | $39M | 2.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 355,650 | $36M | 1.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 355,607 | $36M | 1.8% | 2026-Q2 |
| RESOLUTE CAPITAL, LLC added | 346,145 | $35M | 1.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 248,743 | $26M | 1.3% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 226,780 | $23M | 1.2% | 2026-Q2 |
| Anderson Financial Strategies, LLC added | 223,678 | $24M | 1.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 211,755 | $22M | 1.1% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ added | 200,115 | $20M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 188,315 | $19M | 1.0% | 2026-Q2 |
| Prism Advisors, Inc. added | 184,919 | $19M | 1.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 173,587 | $18M | 0.9% | 2026-Q2 |
| Venture Visionary Partners LLC added | 173,085 | $18M | 0.9% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 165,274 | $17M | 0.9% | 2026-Q2 |
| Systelligence, LLC trimmed | 160,487 | $16M | 0.8% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 160,028 | $16M | 0.8% | 2026-Q2 |
| 626 Financial, LLC added | 148,026 | $15M | 0.8% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 146,722 | $15M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 138,725 | $14M | 0.7% | 2026-Q2 |
| CERTUITY, LLC added | 123,471 | $13M | 0.6% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 116,832 | $12M | 0.6% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 116,832 | $12M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 115,504 | $12M | 0.6% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 112,212 | $11M | 0.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 107,161 | $11M | 0.6% | 2026-Q2 |
| Team Financial Group, LLC added | 106,286 | $11M | 0.6% | 2026-Q2 |
| Global Retirement Partners, LLC added | 96,039 | $10M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 90,250 | $9M | 0.5% | 2026-Q2 |
| AE Wealth Management LLC added | 84,700 | $9M | 0.4% | 2026-Q2 |
| Ruggaard & Associates LLC added | 82,878 | $8M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 80,812 | $8M | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC added | 76,942 | $8M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 73,926 | $8M | 0.4% | 2026-Q2 |
| CEERA INVESTMENTS, LLC added | 71,378 | $7M | 0.4% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 66,582 | $7M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 66,393 | $7M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 65,754 | $7M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 64,254 | $7M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 64,194 | $7M | 0.3% | 2026-Q2 |
| IFG Advisory, LLC added | 63,733 | $6M | 0.3% | 2026-Q2 |
| United Advisor Group, LLC added | 54,200 | $6M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 54,192 | $6M | 0.3% | 2026-Q2 |
| Smartleaf Asset Management LLC | 51,778 | $5M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 48,478 | $5M | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 47,989 | $5M | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 45,345 | $5M | 0.2% | 2026-Q2 |
| PMG Wealth Management, Inc. added | 43,832 | $4M | 0.2% | 2026-Q2 |
| Nilsine Partners, LLC trimmed | 43,817 | $4M | 0.2% | 2026-Q2 |
| Vericrest Private Wealth added | 43,350 | $4M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 40,709 | $4M | 0.2% | 2026-Q2 |
| Leslie Global Wealth, LLC trimmed | 39,649 | $7M | 0.4% | 2026-Q2 |
| OPTIMA CAPITAL LLC trimmed | 37,966 | $4M | 0.2% | 2026-Q2 |
| Bay Capital Advisors, LLC added | 37,941 | $4M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 36,937 | $4M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 36,435 | $4M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 35,278 | $4M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 35,109 | $4M | 0.2% | 2026-Q2 |
| Powers Advisory Group, LLC added | 33,843 | $3M | 0.2% | 2026-Q2 |
| Santori & Peters, Inc. added | 30,321 | $3M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 26,958 | $3M | 0.1% | 2026-Q2 |
| Advisor Resource Council added | 26,801 | $3M | 0.1% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 25,791 | $3M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 23,377 | $2M | 0.1% | 2026-Q2 |
| Cooper Financial Group trimmed | 22,705 | $2M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK SIOUX FALLS | 22,226 | $2M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 22,187 | $2M | 0.1% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 21,901 | $2M | 0.1% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 20,426 | $2M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 20,391 | $2M | 0.1% | 2026-Q2 |
| Alchemi Wealth, LLC added | 19,781 | $2M | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 19,579 | $2M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 19,112 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 18,636 | $2M | 0.1% | 2026-Q2 |
| Valued Retirements, Inc. added | 17,908 | $2M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 17,357 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 16,692 | $2M | 0.1% | 2026-Q2 |
| UBS Group AG added | 16,150 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 16,047 | $2M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 15,981 | $2M | 0.1% | 2026-Q2 |
| Centerpoint Advisory Group added | 15,316 | $2M | 0.1% | 2026-Q2 |
| WealthPoint Financial, LLC added | 15,270 | $2M | 0.1% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. added | 15,188 | $2M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 14,941 | $2M | 0.1% | 2026-Q2 |
| Sonoma Allocations LLC added | 14,930 | $2M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 14,170 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 14,010 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 13,533 | $1M | 0.1% | 2026-Q2 |
| MidAtlantic Capital Management, Inc. added | 12,673 | $1M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA added | 12,478 | $1M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 12,410 | $1M | 0.1% | 2026-Q2 |
| TopTier Wealth Management, LLC added | 12,264 | $1M | 0.1% | 2026-Q2 |
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.