WTMF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +2.7% ·
net new positions +20.0%
— 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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.11M | -2.0% | $43.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.11M | -2.0% | $43.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 476.31K | +5.8% | $18.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 269.13K | +2.4% | $10.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 67.71K | +68.7% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 67.71K | +68.7% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 66.92K | +12.3% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 40.39K | +11.8% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 40.39K | +11.8% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 37.90K | -39.8% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 37.90K | -39.8% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 20.31K | New | $806,058 | 0.0% | New | 1 | SEC ↗ |
| 13 | UBS AM, a distinct business unit of… | 18.16K | New | $720,499 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 18.18K | +2.7% | $714,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 16.53K | +2.2% | $656,164 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 6.16K | +11.4% | $244,373 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 5.55K | New | $220,135 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 3.20K | +2.4% | $127,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 423 | New | $16,787 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 423 | New | $16,787 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 106 | New | $4,149 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 103 | 0.0% | $4,088 | 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
| Susquehanna International… | $806,058 | 0.0% |
| UBS AM, a distinct business… | $720,499 | 0.0% |
| Fifth Third Bancorp | $220,135 | 0.0% |
| UBS Group AG | $16,787 | 0.0% |
| UBS Group AG | $16,787 | 0.0% |
| Jones Financial Companies Lllp | $4,149 | 0.0% |
Exited
| Jane Street Group, Llc | $529,086 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.