Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Park Edge Advisors, LLC (+2.7%).
10 tracked 13F filers disclose a position in WTBN as of the latest SEC 13F filings, a combined $27.9M 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 | &Partners | 314K | $7.9M | ▲+5.6% Added · +17K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 292K | $7.4M | ▲+17% Added · +42K sh | Q1 2026 | |
| 3 | Park Edge Advisors, LLC | 234K | $5.9M | ▲+2.7% Added · +6K sh | Q2 2026 | |
| 4 | Lionsbridge Wealth Management LLC | 82K | $2.1M | ▼−4.5% Reduced · −4K sh | Q2 2026 | |
| 5 | Steward Partners Investment Advisory, LLC | 60K | $1.5M | ▼−17% Reduced · −12K sh | Q2 2026 | |
| 6 | Royal Bank Of Canada | 45K | $1.1M | —Held | Q1 2026 | |
| 7 | LPL Financial LLC | 31K | $796K | ▲New +31K sh | Q1 2026 | |
| 8 | Hilltop National Bank | 23K | $581K | —Held | Q2 2026 | |
| 9 | Raymond James Financial Inc | 14K | $342K | ▲+69% Added · +6K sh | Q1 2026 | |
| 10 | ForthRight Wealth Management, LLC | 13K | $331K | ▲New +13K 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 added to an existing position in WTBN, while none reduced or exited. 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 |
|---|---|---|
| Lincoln Electric HoldingsLECO | 1 funds | $167.6M |
| Simplify High Yield ETFCDX | 1 funds | $16.3M |
| Vanguard Tot World STK ETFVT | 1 funds | $14.7M |
| Ishares 0-5 Year Tips Bond ESTIP | 1 funds | $13.7M |
| Invesco S&P 500 Quality ETFSPHQ | 1 funds | $12.6M |
| Invesco International BuybacIPKW | 1 funds | $11.0M |
| SS SPDR BB 1-3M T-Bill ETFBIL | 1 funds | $10.4M |
| Simplify Aggregate Bond ETFAGGH | 1 funds | $8.4M |
| Sim ST Treas Fut Strat ETFTUA | 1 funds | $7.2M |
| SPDR Gold SharesGLD | 1 funds | $7.0M |
| Ishares JP Morgan Usd EmergiEMB | 1 funds | $6.1M |
| ALPS Oshares US Small-Cap QuOUSM | 1 funds | $6.0M |
Ranked by how many of WTBN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WTBN.
No filings captured for this ticker in the live stream yet.
Connected entities for WTBN
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/WTBN/capital-change-brief"
Use Arkolith's capital_change_brief for WTBN. 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 WTBN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.