19 tracked 13F filers disclose a position in WCPB as of the latest SEC 13F filings, a combined $155.5M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | New Perspectives, Inc | $78.4M | 3.1M | ▲+7.8% Added · +225K sh | Q2 2026 | |
| 2 | SMI Advisory Services, LLC | $21.4M | 845K | ▲+3.8% Added · +31K sh | Q2 2026 | |
| 3 | Clear Trail Advisors, LLC | $16.3M | 643K | ▲+10% Added · +60K sh | Q2 2026 | |
| 4 | PFW Advisors LLC | $8.7M | 343K | ▲+3.0% Added · +10K sh | Q2 2026 | |
| 5 | LexAurum Advisors, LLC | $6.4M | 252K | ▲+31% Added · +59K sh | Q2 2026 | |
| 6 | Integrated Wealth Concepts LLC | $5.2M | 205K | ▲New +205K sh | Q2 2026 | |
| 7 | Farther Finance Advisors, LLC | $4.6M | 180K | ▼−2.7% Reduced · −5K sh | Q1 2026 | |
| 8 | Sigma Planning Corp | $3.1M | 121K | ▼−6.8% Reduced · −9K sh | Q2 2026 | |
| 9 | NewEdge Advisors, LLC | $2.7M | 106K | ▲New +106K sh | Q2 2026 | |
| 10 | RAINIER FAMILY WEALTH INC | $2.3M | 90K | ▲+8.1% Added · +7K sh | Q2 2026 | |
| 11 | HighTower Advisors, LLC | $1.6M | 63K | ▲New +63K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $1.5M | 58K | ▲+196% Added · +38K sh | Q1 2026 | |
| 13 | Global Retirement Partners, LLC | $1.4M | 55K | ▲New +55K sh | Q2 2026 | |
| 14 | TOTH FINANCIAL ADVISORY CORP | $578K | 23K | ▲+60% Added · +9K sh | Q2 2026 | |
| 15 | Trademark Financial Management, LLC | $469K | 19K | ▲+41% Added · +5K sh | Q2 2026 | |
| 16 | AVISO WEALTH MANAGEMENT | $336K | 13K | ▲New +13K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $322K | 13K | ▲+16% Added · +2K sh | Q1 2026 | |
| 18 | Brookwood Investment Group LLC | $306K | 12K | ▲+30% Added · +3K sh | Q2 2026 | |
| 19 | EASTERN BANK | $51K | 2K | ▲New +2K 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, 1 fund opened a new position in WCPB and 8 added to an existing one, while 2 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 | 11 funds | $713.3M |
| NVIDIA CORPNVDA | 11 funds | $560.1M |
| MICROSOFT CORPMSFT | 10 funds | $321.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $226.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $123.1M |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $975.3M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $381.8M |
| STE STR SPDR PT S&P 500 ETFSPYM | 9 funds | $354.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $324.3M |
| AMAZON.COM INCAMZN | 9 funds | $284.9M |
| ALPHABET INC-CL AGOOGL | 9 funds | $243.9M |
| JPMORGAN CHASE & COJPM | 9 funds | $127.1M |
Ranked by how many of WCPB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ESNETFs | 23 funds | $216.1M |
| WCPBthis pageWEITZ CORE PLUS | 19 funds | $155.5M |
| PRMRPEAKSHARES RMR | 3 funds | $71.8M |
| WMSBWEITZ MULTISECTO | 2 funds | $1.6M |
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 WCPB
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/WCPB/capital-change-brief"
Use Arkolith's capital_change_brief for WCPB. 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 WCPB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.