Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was Mather Group, LLC. (new position).
7 tracked 13F filers disclose a position in WTIP as of the latest SEC 13F filings, a combined $10.2M 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 | Mather Group, LLC. | 142K | $5.4M | ▲New +142K sh | Q1 2026 | |
| 2 | Wealthcare Advisory Partners LLC | 99K | $3.4M | ▼−20% Reduced · −24K sh | Q2 2026 | |
| 3 | Insight Wealth Strategies, LLC | 20K | $672K | ▲+170% Added · +12K sh | Q2 2026 | |
| 4 | Harbour Investments, Inc. | 18K | $684K | ▲New +18K sh | Q1 2026 | |
| 5 | UBS Group AG | 197 | $7K | ▲+234% Added · +138 sh | Q1 2026 | |
| 6 | Northwestern Mutual Wealth Management Co | 16 | $603 | ▲New +16 sh | Q1 2026 | |
| 7 | FMR LLC | 1 | $35 | ▲New +1 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, 2 funds opened a new position in WTIP, 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 |
|---|---|---|
| Schwab US Large-Cap GrowthSCHG | 3 funds | $1.3B |
| Schwab US Large-Cap ValueSCHV | 3 funds | $1.1B |
| Ste STR SPDR PT S&P 500 ETFSPYM | 3 funds | $446.8M |
| Dimensional Emerging Core EqDFAE | 3 funds | $409.9M |
| Vanguard Mortgage-Backed SecVMBS | 3 funds | $350.1M |
| SS SPDR P Int Term Tsy ETFSPTI | 3 funds | $342.3M |
| Vanguard S&P 500 ETFVOO | 3 funds | $336.7M |
| Fidelity Total Bond ETFFBND | 3 funds | $304.2M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $299.3M |
| Vanguard Intermediate-Term BBIV | 3 funds | $290.0M |
| Vanguard Growth ETFVUG | 3 funds | $275.9M |
| Vanguard Value ETFVTV | 3 funds | $266.5M |
Ranked by how many of WTIP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WTIP.
| Class | 13F holders | Value held |
|---|---|---|
| USFRmc | 562 funds | $9.7B |
| QGRWmc | 148 funds | $1.9B |
| WTAImc | 148 funds | $217.0M |
| NTSXmc | 102 funds | $744.9M |
| WCLDFUND | 86 funds | $129.1M |
| USMFUS MULTIFACTOR ETF | 68 funds | $203.9M |
| GCCmc | 65 funds | $144.0M |
| GDEmc | 64 funds | $240.1M |
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 WTIP
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/WTIP/capital-change-brief"
Use Arkolith's capital_change_brief for WTIP. 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 WTIP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.