Among active 13F managers last quarter, 1 opened and 3 added, while 1 reduced; the largest holder to move was Keystone Financial Group (+0.7%).
9 tracked 13F filers disclose a position in WMFFX as of the latest SEC 13F filings, a combined $9.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Spirit Of America Management Corp | 881K | $13K | ▲119× Added · +873K sh | Q2 2026 | |
| 2 | Keystone Financial Group | 82K | $5.5M | ▲+0.7% Added · +597 sh | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 37K | $2.3M | ▲New +37K sh | Q1 2026 | |
| 4 | Kelleher Financial Advisors | 10K | $641K | ▲+70% Added · +4K sh | Q2 2026 | |
| 5 | NBT Bank, N.A. | 9K | $586K | ▲New +9K sh | Q2 2026 | |
| 6 | Fulton Bank, N.A. | 6K | $399K | —Held | Q1 2026 | |
| 7 | Oakworth Capital, Inc. | 562 | $35K | ▲+0.3% Added · +2 sh | Q1 2026 | |
| 8 | Vermillion Wealth Management, Inc. | 290 | $19K | ▲Added Added · +290 sh | Q2 2026 | |
| 9 | Financial Gravity Companies, Inc. | 126 | $8K | ▼−98% Reduced · −6K 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 WMFFX and 3 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 5 funds | $170.3M |
| Microsoft CorpMSFT | 5 funds | $95.3M |
| Nvidia CorpNVDA | 5 funds | $90.9M |
| JPMorgan Chase & CoJPM | 5 funds | $88.7M |
| Alphabet Inc-CL CGOOG | 5 funds | $75.7M |
| Walmart IncWMT | 5 funds | $63.0M |
| Vanguard S&P 500 ETFVOO | 5 funds | $54.8M |
| Tesla IncTSLA | 5 funds | $54.8M |
| Advanced Micro DevicesAMD | 5 funds | $52.8M |
| Amazon.com IncAMZN | 5 funds | $52.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $42.9M |
| Alphabet Inc-CL AGOOGL | 5 funds | $38.3M |
Ranked by how many of WMFFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WMFFX.
| Class | 13F holders | Value held |
|---|---|---|
| WMFFXthis pageOPEN END TAXABLE LOAD FUND | 9 funds | $9.5M |
| AWSHXOPEN END TAXABLE LOAD FUND | 6 funds | $2.3M |
| FWMIXOPEN END TAXABLE NO LOAD FUND | 6 funds | $2.2M |
| 939330742OPEN END - NO LOAD FUND 529 | 1 funds | $627K |
| 939330403COM | 1 funds | $17K |
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 WMFFX
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/WMFFX/capital-change-brief"
Use Arkolith's capital_change_brief for WMFFX. 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 WMFFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.