WAMA

WT US Adaptive MV Avg FundETF$27.05 0.42%
UnclassifiedCUSIP 97717Y220· EOD Sep 4, 2026

Among active 13F managers last quarter, 3 opened and none reduced or exited; the largest holder to move was Halbert Hargrove Global Advisors, LLC (new position).

Tracked 13F holders
6
13F value (tracked)
$169.5M
13F moves · latest Q
3 added
0 reduced

Price & smart-money activity

$27.05 0.42%0Y +9.9%
$23.06$24.20$25.34$26.47$27.61Mar 2026AprMayJunAugSep
Hover for who · click for detailEnd-of-day closing prices52w $23.37 – $27.30

Who owns WAMA?

6 tracked 13F filers · ranked by shares held

6 tracked 13F filers disclose a position in WAMA as of the latest SEC 13F filings, a combined $169.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Halbert Hargrove Global Advisors, LLC7.0M
$167.3M
New
+7.0M sh
Q1 2026
2Jane Street Group, LLC38K
$926K
New
+38K sh
Q1 2026
3Citadel Advisors LLC24K
$636K
New
+24K sh
Q2 2026
4Alvarez & Marsal Private Wealth Partners, LLC15K
$390K
New
+15K sh
Q2 2026
5Kensington Investment Counsel, LLC8K
$208K
New
+8K sh
Q2 2026
6FMR LLC8
$209
New
+8 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is WAMA being bought or sold by institutions?

Last quarter, 3 funds opened a new position in WAMA, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own WAMA also own

CompanyCo-held byTheir position there
Ishares Core S&P 500 ETFIVV2 funds$329.6M
Ishares US Equity Factor ETFLRGF2 funds$239.7M
Ishares Core Msci EmergingIEMG2 funds$169.9M
Ishares Core Msci Eafe ETFIEFA2 funds$169.5M
Wisdomtree International EffNTSI2 funds$137.6M
Invesco S&P 500 Quality ETFSPHQ2 funds$85.5M
SS SPDR S&P 500 ETF Trust-USSPY2 funds$78.8M
Invesco QQQ Trust Series 1QQQ2 funds$72.7M
Ishares Msci Emerging MarketEEM2 funds$62.0M
Ste STR SPDR PT DW EU ETFSPDW2 funds$53.0M
Vanguard S&P 500 ETFVOO2 funds$47.5M
Alphabet Inc-CL AGOOGL2 funds$47.4M

Ranked by how many of WAMA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WAMA.

Share classes

Class13F holdersValue held
USFRmc562 funds$9.7B
WTAImc149 funds$217.1M
QGRWmc148 funds$1.9B
NTSXmc102 funds$744.9M
WCLDFUND87 funds$129.1M
USMFUS MULTIFACTOR ETF68 funds$203.9M
GCCmc66 funds$144.0M
GDEmc64 funds$240.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in WAMA

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WAMA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WAMA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for WAMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.