Security record · archived quarter
WTMF
name pending profile ingest
13Tracked holders
0Δ holders
2.10MShares held
$79.81MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | 0 | 2.30M | $93.86M | +1 | −1 |
| Q1 2026 | 17 | +4 | 2.16M | $85.53M | +5 | −1 |
| Q4 2025 | 13 | 0 | 2.10M | $79.81M | — | — |
| Q3 2025 | 2 | — | 1.17M | $44.27M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.13M | +0.5% | $42.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.13M | +0.5% | $42.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 450.36K | — | $17.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 262.73K | — | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 62.97K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 62.97K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 59.59K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 40.14K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 40.14K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 36.13K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 36.13K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 17.70K | -59.2% | $672,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 16.18K | — | $615,125 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 13.92K | — | $529,086 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 5.53K | — | $210,255 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 3.12K | — | $119,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 103 | — | $3,916 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 81 holders, 4.28M shares, $168.20M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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