Among active 13F managers last quarter, 6 opened and 16 added, while 6 reduced; the largest holder to move was Cary Street Partners Financial LLC (+8.1%).
80 tracked 13F filers disclose a position in WTPI as of the latest SEC 13F filings, a combined $191.9M 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 | LPL Financial LLC | 1.7M | $53.1M | ▲+62% Added · +638K sh | Q1 2026 | |
| 2 | Morgan Stanley | 673K | $21.5M | ▲+2.5% Added · +17K sh | Q1 2026 | |
| 3 | Cary Street Partners Financial LLC | 328K | $10.5M | ▲+8.1% Added · +25K sh | Q1 2026 | |
| 4 | Castle Wealth Management LLC | 284K | $9.3M | ▲+3.1% Added · +9K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 243K | $7.7M | ▲+146% Added · +144K sh | Q1 2026 | |
| 6 | WealthPlan Investment Management, LLC | 242K | $7.9M | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 7 | Pinnacle Financial Partners, Inc. | 202K | $6.6M | ▲New +202K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | 188K | $6.0M | ▲+13% Added · +21K sh | Q1 2026 | |
| 9 | Compass Financial Services Inc | 175K | $5.7M | ▲+10% Added · +16K sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | 157K | $5.2M | ▲+12% Added · +17K sh | Q2 2026 | |
| 11 | Central Trust Co | 125K | $4.0M | ▼−0.6% Reduced · −741 sh | Q1 2026 | |
| 12 | Private Capital Management, LLC | 124K | $4.1M | ▲+7.7% Added · +9K sh | Q2 2026 | |
| 13 | EP Wealth Advisors, LLC | 123K | $4.0M | ▲New +123K sh | Q2 2026 | |
| 14 | US Bancorp | 116K | $3.7M | ▲11× Added · +105K sh | Q1 2026 | |
| 15 | UBS Group AG | 74K | $2.4M | ▲+12% Added · +8K sh | Q1 2026 | |
| 16 | Resolute Capital, LLC | 64K | $2.1M | ▲+31% Added · +15K sh | Q2 2026 | |
| 17 | Avestar Capital, LLC | 64K | $2.1M | ▲+8.4% Added · +5K sh | Q2 2026 | |
| 18 | Lanark Financial, Inc. | 63K | $2.1M | ▲+24% Added · +12K sh | Q2 2026 | |
| 19 | PFG Investments, LLC | 56K | $1.8M | ▲+2.0% Added · +1K sh | Q1 2026 | |
| 20 | CWM, LLC | 52K | $1.7M | ▲+86% Added · +24K sh | Q1 2026 | |
| 21 | Osaic Holdings, Inc. | 51K | $1.6M | ▲+42% Added · +15K sh | Q1 2026 | |
| 22 | Jane Street Group, LLC | 50K | $1.6M | ▲+110% Added · +26K sh | Q1 2026 | |
| 23 | Envestnet Asset Management Inc | 48K | $1.5M | ▼−52% Reduced · −52K sh | Q1 2026 | |
| 24 | Visionary Wealth Advisors | 47K | $1.5M | ▲+16% Added · +7K sh | Q2 2026 | |
| 25 | Royal Bank Of Canada | 47K | $1.5M | ▲+1.2% Added · +565 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, 6 funds opened a new position in WTPI and 16 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 33 funds | $3.1B |
| Nvidia CorpNVDA | 33 funds | $2.5B |
| Walmart IncWMT | 33 funds | $411.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 32 funds | $1.7B |
| Microsoft CorpMSFT | 32 funds | $1.5B |
| Alphabet Inc-CL CGOOG | 32 funds | $1.1B |
| JPMorgan Chase & CoJPM | 32 funds | $775.6M |
| Eli Lilly & CoLLY | 32 funds | $612.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 32 funds | $568.9M |
| Johnson & JohnsonJNJ | 32 funds | $514.4M |
| Ishares Core S&P 500 ETFIVV | 31 funds | $2.1B |
| Vanguard S&P 500 ETFVOO | 31 funds | $1.6B |
Ranked by how many of WTPI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WTPI.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 719 funds | $11.8B |
| IHDGmc | 224 funds | $1.6B |
| XSOEmc | 221 funds | $1.1B |
| HEDJcs | 212 funds | $732.6M |
| AGGYmc | 159 funds | $720.9M |
| DDWMmc | 133 funds | $1.2B |
| IQDGmc | 133 funds | $539.3M |
| DGRSmc | 115 funds | $193.2M |
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 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/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 + quarter-over-quarter ownership changes + 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.