End-of-day close from stored market data, not a live quote.
Sign in to see your position size
We’ll show you if WTMF is in your portfolio and how much it contributes.
Sign inLoading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
3 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
85 filers reported a long position in WTMF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| MORGAN STANLEY | $46.9M | 1.1M | +3.5% |
| LPL Financial LLC | $20.5M | 502K | +5.4% |
| Tidemark, LLC | $17.7M | 432.4K | +6% |
| OneDigital Investment Advisors LLC | $12.9M | 315.2K | -1.3% |
| Stewardship Advisors, LLC | $11.9M | 291.4K | +3.3% |
| Cetera Investment Advisers | $11.3M | 276.6K | +2.8% |
| EARNED WEALTH ADVISORS, LLC | $11.2M | 273.8K | +0.3% |
| Stillwater Private Wealth, LLC | $7M | 168.6K | New |
| Avestar Capital, LLC | $5.4M | 131.5K | +3.8% |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 76.1K | +13.6% |
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.