Security record · archived quarter
WTPI
name pending profile ingest
20Tracked holders
0Δ holders
3.33MShares held
$106.16MReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | 0 | 3.83M | $125.52M | +1 | −1 |
| Q1 2026 | 20 | 0 | 3.33M | $106.16M | +4 | −4 |
| Q4 2025 | 20 | 0 | 2.34M | $77.36M | — | — |
| Q3 2025 | 3 | 0 | 495.09K | $16.47M | — | — |
| Q2 2025 | 1 | — | 30 | $961 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.67M | +62.0% | $53.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 673.10K | +2.5% | $21.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 242.71K | +145.7% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 242.71K | +145.7% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 187.98K | +12.6% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 116.11K | +988.5% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 116.11K | +988.5% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 74.30K | +12.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 74.30K | +12.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cwm, Llc | 52.39K | +85.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 51.41K | +42.1% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 50.09K | New | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 47.79K | -52.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 34.38K | +42.4% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 34.41K | +46.4% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 23.73K | +71.1% | $757,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 12.06K | +23.7% | $384,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 6.57K | New | $209,742 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 5.71K | New | $182,238 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.22K | New | $70,713 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 348 | +866.7% | $11,105 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 348 | +866.7% | $11,105 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | 0.0% | $18 | 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
| Jane Street Group, Llc | $1.60M | 0.0% |
| Cerity Partners LLC | $209,742 | 0.0% |
| Northwestern Mutual Wealth… | $182,238 | 0.0% |
| Fifth Third Bancorp | $70,713 | 0.0% |
Exited
| Rockefeller Capital… | $811,236 | was 0.0% |
| Susquehanna International… | $288,496 | was 0.0% |
| Pnc Financial Services Group… | $7,066 | was 0.0% |
| Blair William & Co/Il | $600 | was 0.0% |
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: Q1 2026 ·
Methodology ·
Get this via the API