HoldingsChannel.com
Funds Holding WTMF
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley667,591$24,761 12/31/2019
     WTMF667,591$24,761 12/31/2019
Efficient Advisors LLC364,257$13,510 12/31/2019
     WTMF364,257$13,510 12/31/2019
Lake Point Wealth Management343,616$12,745 12/31/2019
     WTMF343,616$12,745 12/31/2019
Royal Bank of Canada264,980$9,828 12/31/2019
     WTMF264,980$9,828 12/31/2019
Cambria Investment Management L.P.153,385$5,689 12/31/2019
     WTMF153,385$5,689 12/31/2019
O Dell Group LLC136,923$5,078 12/31/2019
     WTMF136,923$5,078 12/31/2019
Betterment LLC123,117$4,566 12/31/2019
     WTMF123,117$4,566 12/31/2019
Resonant Capital Advisors LLC81,119$3,009 12/31/2019
     WTMF81,119$3,009 12/31/2019
Csenge Advisory Group76,003$2,819 12/31/2019
     WTMF76,003$2,819 12/31/2019
Equitable Holdings Inc.59,300$2,199 12/31/2019
     WTMF59,300$2,199 12/31/2019
Perigon Wealth Management LLC40,490$1,508 12/31/2019
     WTMF40,490$1,508 12/31/2019
Bank of America Corp DE37,985$1,408 12/31/2019
     WTMF37,985$1,408 12/31/2019
Bruderman Asset Management LLC37,200$1,382 12/31/2019
     WTMF37,200$1,382 12/31/2019
Ladenburg Thalmann Financial Services Inc.18,663$692 12/31/2019
     WTMF18,663$692 12/31/2019
CX Institutional16,015$594 12/31/2019
     WTMF16,015$594 12/31/2019
Ambassador Advisors LLC15,922$591 12/31/2019
     WTMF15,922$591 12/31/2019
NewSquare Capital LLC15,660$581 12/31/2019
     WTMF15,660$581 12/31/2019
Dynamic Advisor Solutions LLC14,775$548 12/31/2019
     WTMF14,775$548 12/31/2019
Paulson Wealth Management Inc.14,693$541 12/31/2019
     WTMF14,693$541 12/31/2019
Belpointe Asset Management LLC13,430$498 12/31/2019
     WTMF13,430$498 12/31/2019
Wealth Enhancement Advisory Services LLC12,366$459 12/31/2019
     WTMF12,366$459 12/31/2019
Citadel Advisors LLC11,758$436 12/31/2019
     WTMF11,758$436 12/31/2019
Susquehanna International Group LLP11,053$410 12/31/2019
     WTMF11,053$410 12/31/2019
Beacon Pointe Wealth Advisors LLC9,543$350 12/31/2019
     WTMF9,543$350 12/31/2019
Level Four Advisory Services LLC8,665$321 12/31/2019
     WTMF8,665$321 12/31/2019
Mackey Komara & Dankovich LLC8,535$317 12/31/2019
     WTMF8,535$317 12/31/2019
Wells Fargo & Company MN8,174$303 12/31/2019
     WTMF8,174$303 12/31/2019
Cambridge Investment Research Advisors Inc.7,293$270 12/31/2019
     WTMF7,293$270 12/31/2019
Envestnet Asset Management Inc.6,902$256 12/31/2019
     WTMF6,902$256 12/31/2019
Calton & Associates Inc.6,088$226 12/31/2019
     WTMF6,088$226 12/31/2019
Rockland Trust Co.5,437$202 12/31/2019
     WTMF5,437$202 12/31/2019
Flagship Harbor Advisors LLC4,295$159 12/31/2019
     WTMF4,295$159 12/31/2019
UBS Group AG3,466$128 12/31/2019
     WTMF3,466$128 12/31/2019
Steward Partners Investment Advisory LLC1,294$48 12/31/2019
     WTMF1,294$48 12/31/2019
CLS Investments LLC1,105$41 12/31/2019
     WTMF1,105$41 12/31/2019
Advisory Services Network LLC774$29 12/31/2019
     WTMF774$29 12/31/2019
Advisor Group Inc.735$28 12/31/2019
     WTMF735$28 12/31/2019
Citigroup Inc.103$4 12/31/2019
     WTMF103$4 12/31/2019
Archer Investment Corp100$4 12/31/2019
     WTMF100$4 12/31/2019
Global Financial Private Capital Inc86$3 12/31/2019
     WTMF86$3 12/31/2019
Mycio Wealth Partners LLC43$2 12/31/2019
     WTMF43$2 12/31/2019
Private Ocean LLC20$1 12/31/2019
     WTMF20$1 12/31/2019
Huntington National Bank1$0 12/31/2019
     WTMF1$0 12/31/2019
Proequities Inc.0$0 12/31/2019
     WTMF0$0 12/31/2019
Gradient Investments LLC10$0 12/31/2019
     WTMF10$0 12/31/2019
Emerald Investment Partners LLC0$0 12/31/2019
     WTMF0$0 12/31/2019
Bay Harbor Wealth Management LLC4$0 12/31/2019
     WTMF4$0 12/31/2019

See Summary: Institutional Holders of WTMF
See Details: Top 10 Hedge Funds Holding WTMF
Also See: WTMF Holdings Changes

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