The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query WTMF owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WTMF"
Use Arkolith to show who owns WTMF, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $44.0M | 1.1M | ▼−2.0% Reduced · −22K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $18.9M | 476K | ▲+5.8% Added · +26K sh | Q1 2026 | |
| 3 | OneDigital Investment Advisors LLC | $12.7M | 319K | ▼−31% Reduced · −143K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $10.7M | 269K | ▲+2.4% Added · +6K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $2.7M | 68K | ▲+69% Added · +28K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 67K | ▲+12% Added · +7K sh | Q1 2026 | |
| 7 | Vestmark Advisory Solutions, Inc. | $2.0M | 50K | ▲+5.9% Added · +3K sh | Q1 2026 | |
| 8 | KINGSWOOD WEALTH ADVISORS, LLC | $1.9M | 48K | ▲+85% Added · +22K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $1.6M | 40K | ▲+12% Added · +4K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.5M | 38K | ▼−40% Reduced · −25K sh | Q1 2026 | |
| 11 | Private Advisor Group, LLC | $956K | 24K | ▲+1.6% Added · +380 sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $806K | 20K | ▲New +20K sh | Q1 2026 | |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $720K | 18K | ▲New +18K sh | Q1 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $718K | 18K | ▲+21% Added · +3K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $715K | 18K | ▲+2.7% Added · +478 sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $656K | 17K | ▲+2.2% Added · +355 sh | Q1 2026 | |
| 17 | CSS LLC/IL | $601K | 15K | —Held | Q1 2026 | |
| 18 | VestGen Advisors, LLC | $571K | 14K | ▲+1.9% Added · +263 sh | Q1 2026 | |
| 19 | Arkadios Wealth Advisors | $570K | 14K | ▼−76% Reduced · −46K sh | Q1 2026 | |
| 20 | Bison Wealth, LLC | $478K | 12K | ▼−5.7% Reduced · −696 sh | Q1 2026 | |
| 21 | &PARTNERS | $407K | 10K | ▼−9.4% Reduced · −1K sh | Q1 2026 | |
| 22 | Sowell Financial Services LLC | $380K | 10K | ▲+23% Added · +2K sh | Q1 2026 | |
| 23 | Beacon Pointe Advisors, LLC | $364K | 9K | ▲New +9K sh | Q1 2026 | |
| 24 | Gateway Wealth Partners, LLC | $293K | 7K | ▲New +7K sh | Q1 2026 | |
| 25 | Merit Financial Group, LLC | $290K | 7K | ▲+8.8% Added · +594 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 25 funds | $7.2B |
| VANGUARD S&P 500 ETFVOO | 25 funds | $6.2B |
| MICROSOFT CORPMSFT | 25 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 25 funds | $3.7B |
| AMAZON.COM INCAMZN | 25 funds | $3.6B |
| BROADCOM INCAVGO | 25 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 25 funds | $1.2B |
| TESLA INCTSLA | 25 funds | $1.0B |
| CHEVRON CORPCVX | 25 funds | $943.7M |
| PROCTER & GAMBLE CO/THEPG | 25 funds | $913.3M |
| NETFLIX INCNFLX | 25 funds | $706.9M |
Ranked by how many of WTMF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WTMF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.