67 tracked 13F filers disclose a position in WTPI as of the latest SEC 13F filings, a combined $175.8M 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 | LPL Financial LLC | $53.1M | 1.7M | ▲+62% Added · +638K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $21.5M | 673K | ▲+2.5% Added · +17K sh | Q1 2026 | |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $10.5M | 328K | ▲+8.1% Added · +25K sh | Q1 2026 | |
| 4 | CASTLE WEALTH MANAGEMENT LLC | $9.3M | 284K | ▲+3.1% Added · +9K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $7.7M | 243K | ▲+146% Added · +144K sh | Q1 2026 | |
| 6 | WealthPlan Investment Management, LLC | $7.9M | 242K | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 7 | Cetera Investment Advisers | $6.0M | 188K | ▲+13% Added · +21K sh | Q1 2026 | |
| 8 | Compass Financial Services Inc | $5.7M | 175K | ▲+10% Added · +16K sh | Q2 2026 | |
| 9 | Kestra Advisory Services, LLC | $5.2M | 157K | ▲+12% Added · +17K sh | Q2 2026 | |
| 10 | CENTRAL TRUST Co | $4.0M | 125K | ▼−0.6% Reduced · −741 sh | Q1 2026 | |
| 11 | US BANCORP \DE\ | $3.7M | 116K | ▲11× Added · +105K sh | Q1 2026 | |
| 12 | Private Capital Management, LLC | $3.7M | 115K | ▲+9.9% Added · +10K sh | Q1 2026 | |
| 13 | UBS Group AG | $2.4M | 74K | ▲+12% Added · +8K sh | Q1 2026 | |
| 14 | RESOLUTE CAPITAL, LLC | $2.1M | 64K | ▲+31% Added · +15K sh | Q2 2026 | |
| 15 | Avestar Capital, LLC | $2.1M | 64K | ▲+8.4% Added · +5K sh | Q2 2026 | |
| 16 | LANARK FINANCIAL, INC. | $2.1M | 63K | ▲+24% Added · +12K sh | Q2 2026 | |
| 17 | PFG Investments, LLC | $1.8M | 56K | ▲+2.0% Added · +1K sh | Q1 2026 | |
| 18 | CWM, LLC | $1.7M | 52K | ▲+86% Added · +24K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $1.6M | 51K | ▲+42% Added · +15K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $1.6M | 50K | ▲+110% Added · +26K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 48K | ▼−52% Reduced · −52K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $1.5M | 47K | ▲+1.2% Added · +565 sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $1.5M | 47K | ▲+13% Added · +5K sh | Q1 2026 | |
| 24 | Sanctuary Advisors, LLC | $1.4M | 44K | ▼−2.0% Reduced · −903 sh | Q1 2026 | |
| 25 | Visionary Wealth Advisors | $1.3M | 41K | ▲+8.5% Added · +3K 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, 1 fund opened a new position in WTPI and 13 added to an existing one, while 5 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 | 24 funds | $1.9B |
| NVIDIA CORPNVDA | 24 funds | $1.5B |
| WALMART INCWMT | 24 funds | $274.8M |
| MICROSOFT CORPMSFT | 23 funds | $916.2M |
| ALPHABET INC-CL CGOOG | 23 funds | $709.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $534.7M |
| JPMORGAN CHASE & COJPM | 23 funds | $413.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 23 funds | $384.4M |
| ELI LILLY & COLLY | 23 funds | $303.8M |
| JOHNSON & JOHNSONJNJ | 23 funds | $273.6M |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 22 funds | $1.0B |
Ranked by how many of WTPI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 592 funds | $11.2B |
| IHDGmc | 197 funds | $1.5B |
| XSOEmc | 187 funds | $958.5M |
| HEDJcs | 183 funds | $712.5M |
| AGGYmc | 137 funds | $673.3M |
| IQDGmc | 115 funds | $524.9M |
| DDWMmc | 114 funds | $1.1B |
| DGRSmc | 107 funds | $201.6M |
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 WTPI
This stock 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/WTPI/capital-change-brief"
Use Arkolith's capital_change_brief for WTPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WTPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.