WTAI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +30.0% ·
net new positions +6.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 239.59K | $10.47M | n/a | n/a |
| Q2 2026 | 31 | +2 | 2.92M | $138.33M | +6 | −4 |
| Q1 2026 | 30 | +2 | 2.71M | $76.19M | +2 | n/a |
| Q4 2025 | 28 | +1 | 1.98M | $57.78M | +1 | n/a |
| Q3 2025 | 3 | 0 | 23.40K | $668,920 | n/a | n/a |
| Q2 2025 | 2 | -1 | 19.24K | $472,583 | n/a | −1 |
| Q1 2025 | 2 | +1 | 65.44K | $1.24M | +1 | n/a |
| Q4 2024 | 1 | -1 | 19.22K | $422,884 | n/a | −1 |
| Q3 2024 | 2 | 0 | 72.58K | $1.45M | +1 | −1 |
| Q2 2024 | 2 | n/a | 84.37K | $1.76M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 714.11K | +5.9% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Assetmark, Inc | 400.32K | +381159.0% | $11.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 282.04K | +1.9% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 257.70K | +7265.0% | $6.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 159.43K | +4.5% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 120.32K | -15.4% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 118.22K | +5.9% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 109.27K | +6.8% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 103.81K | +2.9% | $2.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 94.07K | +0.7% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 93.51K | -0.9% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 65.02K | +23.3% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 47.49K | +22.9% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Creative Planning | 24.08K | +4.0% | $679,819 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 17.25K | -7.2% | $487,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 16.54K | -39.2% | $466,965 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 15.40K | New | $434,742 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mariner, LLC | 15.00K | +9.2% | $423,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 13.32K | -5.9% | $376,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 9.37K | +2.5% | $264,548 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 8.47K | +26.8% | $239,018 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Cerity Partners LLC | 7.93K | 0.0% | $223,977 | 0.0% | Held | 2 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 7.86K | -22.6% | $221,995 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 24 | UBS Group AG | 4.00K | New | $112,920 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 2.45K | +424.9% | $69,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.00K | 0.0% | $56,460 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1.47K | -62.3% | $41,453 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Simplex Trading, Llc | 1.43K | -19.3% | $40,453 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 573 | +0.5% | $16,181 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Cwm, Llc | 164 | 0.0% | $4,619 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $434,742 | 0.0% |
| UBS Group AG | $112,920 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 119 holders, 5.50M shares, $151.12M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.