9 tracked 13F filers disclose a position in WTBN as of the latest SEC 13F filings, a combined $25.8M 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 | &PARTNERS | $7.5M | 298K | ▲+16% Added · +41K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 292K | ▲+17% Added · +42K sh | Q1 2026 | |
| 3 | Park Edge Advisors, LLC | $5.9M | 234K | ▲+2.7% Added · +6K sh | Q2 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $1.8M | 73K | ▲+254% Added · +52K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $1.1M | 45K | —Held | Q1 2026 | |
| 6 | LPL Financial LLC | $796K | 31K | ▲New +31K sh | Q1 2026 | |
| 7 | Hilltop National Bank | $581K | 23K | —Held | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $342K | 14K | ▲+69% Added · +6K sh | Q1 2026 | |
| 9 | Western Wealth Management, LLC | $260K | 10K | ▲New +10K sh | Q1 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, 0 funds opened a new position in WTBN and 1 added to an existing one, while 0 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 | 4 funds | $1.4B |
| NVIDIA CORPNVDA | 4 funds | $1.2B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $1.1B |
| MICROSOFT CORPMSFT | 4 funds | $972.8M |
| ISHARES CORE U.S. AGGREGATEAGG | 4 funds | $766.5M |
| ALPHABET INC-CL AGOOGL | 4 funds | $756.2M |
| ISHARES CORE S&P MIDCAP ETFIJH | 4 funds | $751.1M |
| AMAZON.COM INCAMZN | 4 funds | $732.2M |
| JPMORGAN CHASE & COJPM | 4 funds | $580.9M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $572.1M |
| ISHARES CORE MSCI EAFE ETFIEFA | 4 funds | $568.7M |
| BROADCOM INCAVGO | 4 funds | $530.7M |
Ranked by how many of WTBN's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.