169 tracked 13F filers disclose a position in WCMI as of the latest SEC 13F filings, a combined $1.1B 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $101.3M | 6.0M | ▲+66% Added · +2.4M sh | Q1 2026 | |
| 2 | Composition Wealth, LLC | $83.6M | 4.3M | ▲New +4.3M sh | Q2 2026 | |
| 3 | FIDUCIARY TRUST CO | $61.9M | 3.7M | ▲+34% Added · +938K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $61.4M | 3.7M | ▲+13% Added · +427K sh | Q1 2026 | |
| 5 | Bank of New York Mellon Corp | $45.9M | 2.7M | ▲+12% Added · +286K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $53.1M | 2.7M | ▲+5.3% Added · +136K sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $41.0M | 2.4M | ▲+111% Added · +1.3M sh | Q1 2026 | |
| 8 | KINTRA WEALTH, LLC | $26.0M | 1.6M | ▲+1.0% Added · +16K sh | Q1 2026 | |
| 9 | CWM, LLC | $25.8M | 1.5M | ▲+14% Added · +186K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 1.3M | ▲+352% Added · +1.0M sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.6M | 1.3M | ▲+44% Added · +381K sh | Q2 2026 | |
| 12 | Beaumont Financial Advisors, LLC | $22.4M | 1.1M | ▲+49% Added · +380K sh | Q2 2026 | |
| 13 | Mariner, LLC | $17.7M | 1.1M | ▲+76% Added · +454K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $17.6M | 1.1M | ▲+68% Added · +424K sh | Q1 2026 | |
| 15 | Prism Advisors, Inc. | $20.3M | 1.0M | ▼−9.2% Reduced · −105K sh | Q2 2026 | |
| 16 | Rockefeller Capital Management L.P. | $16.7M | 993K | ▲+41% Added · +291K sh | Q1 2026 | |
| 17 | Private Advisor Group, LLC | $18.0M | 922K | ▲14× Added · +857K sh | Q2 2026 | |
| 18 | Commonwealth Financial Services, LLC | $17.8M | 911K | ▲+54% Added · +318K sh | Q2 2026 | |
| 19 | NewEdge Wealth, LLC | $16.6M | 846K | ▼−8.1% Reduced · −75K sh | Q2 2026 | |
| 20 | Berger Financial Group, Inc | $15.4M | 785K | ▼−0.1% Reduced · −499 sh | Q2 2026 | |
| 21 | Parallel Advisors, LLC | $12.5M | 745K | ▲121× Added · +738K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $12.2M | 729K | ▲+16% Added · +103K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $12.1M | 618K | ▲+2.4% Added · +14K sh | Q2 2026 | |
| 24 | Capital Investment Counsel, LLC | $11.5M | 587K | ▲+0.4% Added · +2K sh | Q2 2026 | |
| 25 | Arax Advisory Partners | $11.4M | 581K | ▲+4.5% Added · +25K 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.
Last quarter, 6 funds opened a new position in WCMI and 36 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 91 funds | $9.8B |
| AMAZON.COM INCAMZN | 91 funds | $4.7B |
| NVIDIA CORPNVDA | 90 funds | $9.6B |
| MICROSOFT CORPMSFT | 90 funds | $6.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 90 funds | $5.9B |
| ALPHABET INC-CL AGOOGL | 89 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 87 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 87 funds | $3.0B |
| TESLA INCTSLA | 87 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 87 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 87 funds | $1.4B |
| BROADCOM INCAVGO | 86 funds | $4.5B |
Ranked by how many of WCMI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FDNcs | 542 funds | $2.4B |
| FTCScs | 505 funds | $4.6B |
| FBTcs | 314 funds | $1.7B |
| FTGSmc | 176 funds | $877.7M |
| QCLNcs | 175 funds | $163.5M |
| WCMIthis pagemc | 169 funds | $1.1B |
| ACYNmc | 146 funds | $487.1M |
| FCGmc | 127 funds | $353.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for WCMI
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WCMI/capital-change-brief"
Use Arkolith's capital_change_brief for WCMI. 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 WCMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.