79 tracked 13F filers disclose a position in WTMF as of the latest SEC 13F filings, a combined $162.8M 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 | 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 | Tidemark, LLC | $17.7M | 432K | ▲+6.0% Added · +25K sh | Q2 2026 | |
| 4 | OneDigital Investment Advisors LLC | $12.7M | 319K | ▼−31% Reduced · −143K sh | Q1 2026 | |
| 5 | Stewardship Advisors, LLC | $11.9M | 291K | ▲+3.3% Added · +9K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | $10.7M | 269K | ▲+2.4% Added · +6K sh | Q1 2026 | |
| 7 | Avestar Capital, LLC | $5.4M | 132K | ▲+3.8% Added · +5K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $2.7M | 68K | ▲+69% Added · +28K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 67K | ▲+12% Added · +7K sh | Q1 2026 | |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | $2.1M | 51K | ▲+6.6% Added · +3K sh | Q2 2026 | |
| 11 | Vestmark Advisory Solutions, Inc. | $2.1M | 50K | —Held | Q2 2026 | |
| 12 | Columbus Macro, LLC | $1.7M | 42K | ▲+12% Added · +4K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $1.6M | 40K | ▲+12% Added · +4K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.5M | 38K | ▼−40% Reduced · −25K sh | Q1 2026 | |
| 15 | Ethos Financial Group, LLC | $1.5M | 36K | ▼−9.9% Reduced · −4K sh | Q2 2026 | |
| 16 | Asset Allocation Strategies LLC | $1.4M | 34K | ▲+7.1% Added · +2K sh | Q2 2026 | |
| 17 | Comprehensive Wealth Management, LLC | $1.3M | 32K | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 18 | ASSETMARK, INC | $1.3M | 31K | ▲300× Added · +31K sh | Q2 2026 | |
| 19 | Kestra Advisory Services, LLC | $1.1M | 26K | ▲New +26K sh | Q2 2026 | |
| 20 | Private Advisor Group, LLC | $1.0M | 26K | ▲+5.8% Added · +1K sh | Q2 2026 | |
| 21 | Global Wealth Management Investment Advisory, Inc. | $949K | 23K | ▲+0.5% Added · +105 sh | Q2 2026 | |
| 22 | Financial Enhancement Group LLC | $919K | 22K | ▲+5.0% Added · +1K sh | Q2 2026 | |
| 23 | Advisor Resource Council | $833K | 20K | ▲+9.8% Added · +2K sh | Q2 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $806K | 20K | ▲New +20K sh | Q1 2026 | |
| 25 | Empirical Asset Management, LLC | $791K | 19K | ▲+4.2% Added · +782 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, 4 funds opened a new position in WTMF and 12 added to an existing one, while 12 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 34 funds | $24.9B |
| BROADCOM INCAVGO | 33 funds | $12.8B |
| VANGUARD S&P 500 ETFVOO | 33 funds | $2.2B |
| APPLE INCAAPL | 32 funds | $29.1B |
| ALPHABET INC-CL AGOOGL | 32 funds | $13.8B |
| ALPHABET INC-CL CGOOG | 32 funds | $9.6B |
| TESLA INCTSLA | 32 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 32 funds | $6.1B |
| JOHNSON & JOHNSONJNJ | 32 funds | $5.1B |
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $2.1B |
| NVIDIA CORPNVDA | 31 funds | $36.6B |
| AMAZON.COM INCAMZN | 31 funds | $16.5B |
Ranked by how many of WTMF's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for WTMF
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/WTMF/capital-change-brief"
Use Arkolith's capital_change_brief for WTMF. 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 WTMF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.