61 tracked 13F filers disclose a position in WIP as of the latest SEC 13F filings, a combined $126.2M 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 | STATE STREET CORP | $30.6M | 777K | ▼−64% Reduced · −1.4M sh | Q2 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $16.6M | 419K | ▲+354% Added · +327K sh | Q1 2026 | |
| 3 | GenTrust, LLC | $10.6M | 269K | —Held | Q2 2026 | |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | $7.8M | 198K | ▲+44% Added · +60K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $6.5M | 163K | ▲+73% Added · +69K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $6.1M | 154K | ▲+7.1% Added · +10K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $5.4M | 137K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 8 | UBS Group AG | $5.1M | 130K | ▲+8.2% Added · +10K sh | Q1 2026 | |
| 9 | Cambria Investment Management, L.P. | $3.9M | 100K | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $3.5M | 87K | ▲+0.3% Added · +224 sh | Q1 2026 | |
| 11 | Lifetime Wealth Management P.C. | $3.1M | 77K | ▲+2.2% Added · +2K sh | Q1 2026 | |
| 12 | OneAscent Financial Services LLC | $3.0M | 77K | ▲+6.0% Added · +4K sh | Q2 2026 | |
| 13 | Prospera Financial Services Inc | $2.7M | 68K | ▲New +68K sh | Q2 2026 | |
| 14 | Idaho Trust Co | $2.5M | 63K | ▲+2.4% Added · +2K sh | Q2 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $1.9M | 49K | ▼−51% Reduced · −50K sh | Q1 2026 | |
| 16 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.8M | 45K | ▲+195% Added · +30K sh | Q2 2026 | |
| 17 | Sidoxia Capital Management, LLC | $1.5M | 38K | ▲+3.9% Added · +1K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.4M | 35K | ▲+124% Added · +19K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $1.2M | 31K | ▼~0% Reduced · −2 sh | Q1 2026 | |
| 20 | OLD MISSION CAPITAL LLC | $1.2M | 29K | ▲+319% Added · +22K sh | Q1 2026 | |
| 21 | GUGGENHEIM CAPITAL LLC | $932K | 24K | ▼−16% Reduced · −5K sh | Q1 2026 | |
| 22 | Mount Lucas Management LP | $897K | 23K | ▲+2.8% Added · +630 sh | Q2 2026 | |
| 23 | CITADEL ADVISORS LLC | $721K | 18K | ▲+56% Added · +7K sh | Q1 2026 | |
| 24 | CENTAURUS FINANCIAL, INC. | $671K | 17K | —Held | Q1 2026 | |
| 25 | D.A. DAVIDSON & CO. | $656K | 17K | ▲New +17K 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, 9 funds opened a new position in WIP and 12 added to an existing one, while 5 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 | 30 funds | $3.7B |
| NVIDIA CORPNVDA | 29 funds | $5.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 29 funds | $930.8M |
| ELI LILLY & COLLY | 29 funds | $702.5M |
| ALPHABET INC-CL AGOOGL | 28 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 28 funds | $1.5B |
| TESLA INCTSLA | 28 funds | $1.4B |
| CISCO SYSTEMS INCCSCO | 28 funds | $416.7M |
| AMAZON.COM INCAMZN | 27 funds | $3.7B |
| MICROSOFT CORPMSFT | 27 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 27 funds | $2.1B |
Ranked by how many of WIP's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for WIP
This stock 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/WIP/capital-change-brief"
Use Arkolith's capital_change_brief for WIP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WIP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.