Among active 13F managers last quarter, 16 opened and 19 added, while 8 reduced; the largest holder to move was Quattro Advisors LLC (−1.4%).
148 tracked 13F filers disclose a position in WTAI as of the latest SEC 13F filings, a combined $215.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 714K | $20.2M | ▲+5.9% Added · +40K sh | Q1 2026 | |
| 2 | Horizon Wealth Management, LLC | 359K | $17.0M | ▼−35% Reduced · −191K sh | Q2 2026 | |
| 3 | Kestra Advisory Services, LLC | 301K | $14.3M | ▲+6.9% Added · +20K sh | Q2 2026 | |
| 4 | Ameriprise Financial Inc | 282K | $8.0M | ▲+1.9% Added · +5K sh | Q1 2026 | |
| 5 | Hancock Prospecting Pty Ltd | 275K | $13.0M | —Held | Q2 2026 | |
| 6 | Advisory Services Network, LLC | 273K | $7.7M | ▼−5.5% Reduced · −16K sh | Q1 2026 | |
| 7 | JPMorgan Chase & Co | 258K | $6.9M | ▲74× Added · +254K sh | Q1 2026 | |
| 8 | Quattro Advisors LLC | 249K | $11.8M | ▼−1.4% Reduced · −4K sh | Q2 2026 | |
| 9 | AssetMark, Inc | 240K | $11.4M | ▼−40% Reduced · −160K sh | Q2 2026 | |
| 10 | Advocacy Wealth Management, LLC | 199K | $9.4M | ▼−13% Reduced · −29K sh | Q2 2026 | |
| 11 | Bank Of America Corp | 159K | $4.5M | ▲+4.5% Added · +7K sh | Q1 2026 | |
| 12 | Raymond James Financial Inc | 120K | $3.4M | ▼−15% Reduced · −22K sh | Q1 2026 | |
| 13 | Commonwealth Equity Services, LLC | 118K | $3.3M | ▲+5.9% Added · +7K sh | Q1 2026 | |
| 14 | Susquehanna International Group, LLP | 109K | $3.1M | ▲+6.8% Added · +7K sh | Q1 2026 | |
| 15 | Truist Financial Corp | 104K | $2.9M | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 16 | Prospera Financial Services Inc | 100K | $4.8M | ▲+0.7% Added · +683 sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 94K | $2.7M | ▲+0.7% Added · +663 sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | 94K | $2.6M | ▼−0.9% Reduced · −860 sh | Q1 2026 | |
| 19 | Perigon Wealth Management, LLC | 84K | $4.0M | ▲+0.5% Added · +459 sh | Q2 2026 | |
| 20 | Tradition Wealth Management, LLC | 79K | $3.7M | ▲+9.2% Added · +7K sh | Q2 2026 | |
| 21 | Berbice Capital Management LLC | 75K | $3.6M | ▲+186% Added · +49K sh | Q2 2026 | |
| 22 | AdvisorNet Financial, Inc | 70K | $3.3M | ▼−0.7% Reduced · −496 sh | Q2 2026 | |
| 23 | CLG LLC | 69K | $3.3M | ▲New +69K sh | Q2 2026 | |
| 24 | Stifel Financial Corp | 65K | $1.8M | ▲+23% Added · +12K sh | Q1 2026 | |
| 25 | Integrated Advisors Network LLC | 55K | $2.6M | ▲+115% Added · +30K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 16 funds opened a new position in WTAI and 19 added to an existing one, while 8 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 |
|---|---|---|
| Nvidia CorpNVDA | 73 funds | $7.6B |
| Microsoft CorpMSFT | 73 funds | $5.5B |
| Alphabet Inc-CL AGOOGL | 73 funds | $4.4B |
| Amazon.com IncAMZN | 71 funds | $3.7B |
| Alphabet Inc-CL CGOOG | 71 funds | $3.2B |
| JPMorgan Chase & CoJPM | 71 funds | $2.7B |
| Tesla IncTSLA | 71 funds | $2.5B |
| Eli Lilly & CoLLY | 71 funds | $2.3B |
| Ishares Core S&P 500 ETFIVV | 70 funds | $11.0B |
| Apple IncAAPL | 70 funds | $7.3B |
| Broadcom IncAVGO | 70 funds | $3.8B |
| Meta Platforms Inc-Class AMETA | 70 funds | $2.2B |
Ranked by how many of WTAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WTAI.
| Class | 13F holders | Value held |
|---|---|---|
| USFRmc | 564 funds | $9.7B |
| QGRWmc | 149 funds | $1.9B |
| WTAIthis pagemc | 148 funds | $217.0M |
| NTSXmc | 104 funds | $744.9M |
| WCLDFUND | 86 funds | $129.1M |
| USMFUS MULTIFACTOR ETF | 68 funds | $203.9M |
| GDEmc | 65 funds | $240.3M |
| GCCmc | 65 funds | $144.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for WTAI
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/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 + quarter-over-quarter ownership changes + 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.