Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Advisory Services Network, LLC (new position).
14 tracked 13F filers disclose a position in WTRE as of the latest SEC 13F filings, a combined $2.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 40K | $869K | ▲+89% Added · +19K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 29K | $633K | ▼−7.7% Reduced · −2K sh | Q1 2026 | |
| 3 | Jane Street Group, LLC | 22K | $467K | ▲New +22K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 18K | $397K | ▲New +18K sh | Q1 2026 | |
| 5 | AE Wealth Management LLC | 14K | $298K | ▼−6.3% Reduced · −924 sh | Q1 2026 | |
| 6 | Morgan Stanley | 3K | $59K | ▲+15% Added · +346 sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 1K | $30K | ▼−21% Reduced · −370 sh | Q1 2026 | |
| 8 | Farther Finance Advisors, LLC | 1K | $24K | —Held | Q1 2026 | |
| 9 | CWM, LLC | 387 | $8K | —Held | Q1 2026 | |
| 10 | Geneos Wealth Management Inc. | 102 | $3K | —Held | Q2 2026 | |
| 11 | Glen Eagle Advisors, LLC | 100 | $3K | —Held | Q2 2026 | |
| 12 | Advisory Services Network, LLC | 51 | $1K | ▲New +51 sh | Q1 2026 | |
| 13 | FMR LLC | 1 | $25 | ▲New +1 sh | Q2 2026 | |
| 14 | Wells Fargo & Company | 1 | $21 | ▼−100% Reduced · −2K 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 WTRE, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 3 funds | $724.0M |
| Apple IncAAPL | 3 funds | $501.5M |
| Nvidia CorpNVDA | 3 funds | $471.3M |
| Vanguard S&P 500 ETFVOO | 3 funds | $305.0M |
| Microsoft CorpMSFT | 3 funds | $250.1M |
| Vanguard Ftse Developed ETFVEA | 3 funds | $236.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $233.8M |
| Amazon.com IncAMZN | 3 funds | $229.0M |
| Dimensional International VaDFIV | 3 funds | $218.4M |
| Walmart IncWMT | 3 funds | $209.8M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $197.2M |
| Ishares 0-3 Month Treasury BSGOV | 3 funds | $194.5M |
Ranked by how many of WTRE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WTRE.
| Class | 13F holders | Value held |
|---|---|---|
| DLNcs | 449 funds | $3.8B |
| DONcs | 435 funds | $2.1B |
| DXJcs | 375 funds | $2.9B |
| DEMcs | 339 funds | $2.4B |
| DEScs | 337 funds | $1.0B |
| DHScs | 239 funds | $730.9M |
| DGScs | 238 funds | $1.0B |
| EPIcs | 237 funds | $1.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for WTRE
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/WTRE/capital-change-brief"
Use Arkolith's capital_change_brief for WTRE. 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 WTRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.