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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
7 top institutions tracked
Last 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
86 filers reported a long position in WTPI for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| LPL Financial LLC | $61.8M | 1.9M | +13.1% |
| Granite Bay Wealth Management, LLC | $41.3M | 1.3M | +4.6% |
| MORGAN STANLEY | $28M | 853.4K | +26.8% |
| CARY STREET PARTNERS FINANCIAL LLC | $11.7M | 356.7K | +8.9% |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 298.2K | +22.9% |
| CASTLE WEALTH MANAGEMENT LLC | $9.3M | 284.3K | +3.1% |
| WealthPlan Investment Management, LLC | $7.9M | 242.4K | -1% |
| Solutions 4 Wealth, Ltd | $7.9M | 240.5K | +22.1% |
| Cetera Investment Advisers | $7.3M | 221.6K | +17.9% |
| Pinnacle Financial Partners, Inc. | $6.6M | 202.1K | New |
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