Security record · archived quarter
WTPI
name pending profile ingest
20Tracked holders
0Δ holders
2.34MShares held
$77.36MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.03M | n/a | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 656.53K | +33.0% | $21.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 166.89K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 100.25K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 98.79K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 66.07K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 46.61K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 36.17K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 28.24K | n/a | $932,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 24.57K | n/a | $811,236 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Creative Planning | 24.14K | n/a | $797,268 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 23.51K | +1678.2% | $776,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 13.87K | n/a | $457,857 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Us Bancorp \De\ | 10.67K | n/a | $352,224 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 9.76K | n/a | $322,160 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 8.74K | n/a | $288,496 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 214 | n/a | $7,066 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 36 | +28.6% | $1,189 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Blair William & Co/Il | 18 | n/a | $600 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | n/a | $31 | 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): 88 holders, 7.33M shares, $232.33M 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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