125 tracked 13F filers disclose a position in WTAI as of the latest SEC 13F filings, a combined $173.2M 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 | LPL Financial LLC | $20.2M | 714K | ▲+5.9% Added · +40K sh | Q1 2026 | |
| 2 | Kestra Advisory Services, LLC | $14.3M | 301K | ▲+6.9% Added · +20K sh | Q2 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $8.0M | 282K | ▲+1.9% Added · +5K sh | Q1 2026 | |
| 4 | Hancock Prospecting Pty Ltd | $7.7M | 275K | —Held | Q1 2026 | |
| 5 | Advisory Services Network, LLC | $7.7M | 273K | ▼−5.5% Reduced · −16K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $6.9M | 258K | ▲74× Added · +254K sh | Q1 2026 | |
| 7 | Quattro Advisors LLC | $7.1M | 252K | ▲+15% Added · +33K sh | Q1 2026 | |
| 8 | ASSETMARK, INC | $11.4M | 240K | ▼−40% Reduced · −160K sh | Q2 2026 | |
| 9 | Advocacy Wealth Management, LLC | $9.4M | 199K | ▼−13% Reduced · −29K sh | Q2 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $4.5M | 159K | ▲+4.5% Added · +7K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.4M | 120K | ▼−15% Reduced · −22K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 118K | ▲+5.9% Added · +7K sh | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 109K | ▲+6.8% Added · +7K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $2.9M | 104K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 15 | Prospera Financial Services Inc | $4.8M | 100K | ▲+0.7% Added · +683 sh | Q2 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $2.7M | 94K | ▲+0.7% Added · +663 sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $2.6M | 94K | ▼−0.9% Reduced · −860 sh | Q1 2026 | |
| 18 | Perigon Wealth Management, LLC | $2.4M | 83K | —Held | Q1 2026 | |
| 19 | Berbice Capital Management LLC | $3.6M | 75K | ▲+186% Added · +49K sh | Q2 2026 | |
| 20 | Tradition Wealth Management, LLC | $2.0M | 72K | ▲+44% Added · +22K sh | Q1 2026 | |
| 21 | AdvisorNet Financial, Inc | $3.3M | 70K | ▼−0.7% Reduced · −496 sh | Q2 2026 | |
| 22 | CLG LLC | $3.3M | 69K | ▲New +69K sh | Q2 2026 | |
| 23 | STIFEL FINANCIAL CORP | $1.8M | 65K | ▲+23% Added · +12K sh | Q1 2026 | |
| 24 | WADDELL & ASSOCIATES, LLC | $2.6M | 54K | ▲+1.6% Added · +878 sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $2.4M | 50K | ▼−8.8% Reduced · −5K 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, 15 funds opened a new position in WTAI and 22 added to an existing one, while 10 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 |
|---|---|---|
| NVIDIA CORPNVDA | 59 funds | $10.1B |
| MICROSOFT CORPMSFT | 59 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 59 funds | $4.7B |
| AMAZON.COM INCAMZN | 58 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 58 funds | $3.7B |
| APPLE INCAAPL | 57 funds | $7.9B |
| TESLA INCTSLA | 57 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 57 funds | $2.9B |
| COSTCO WHOLESALE CORPCOST | 57 funds | $2.0B |
| ELI LILLY & COLLY | 57 funds | $1.8B |
| BROADCOM INCAVGO | 56 funds | $4.5B |
| META PLATFORMS INC-CLASS AMETA | 56 funds | $3.2B |
Ranked by how many of WTAI'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.
| Class | 13F holders | Value held |
|---|---|---|
| USFRmc | 466 funds | $9.1B |
| QGRWmc | 139 funds | $1.7B |
| WTAIthis pagemc | 125 funds | $173.2M |
| NTSXmc | 88 funds | $729.2M |
| WCLDFUND | 74 funds | $87.2M |
| USMFUS MULTIFACTOR ETF | 66 funds | $232.4M |
| GCCmc | 62 funds | $142.7M |
| GDEmc | 57 funds | $95.9M |
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 WTAI
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/WTAI/capital-change-brief"
Use Arkolith's capital_change_brief for WTAI. 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 WTAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.