There is a long list of 70 institutional holders of WTAI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of WTAI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-WTAI table below, the initial column indicates the name of each top institutional holder of WTAI, with a link to that fund's top holdings. The next columns indicate the amount of WTAI stock held by each of the institutional holders of WTAI, followed by the WTAI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Stratos Wealth Partners LTD. | 809,365 | $16,811 | 03/31/2024 |
WTAI | 809,365 | $16,811 | 03/31/2024 |
Kestra Advisory Services LLC | 626,694 | $12,966 | 12/31/2023 |
WTAI | 626,694 | $12,966 | 12/31/2023 |
Advisory Services Network LLC | 369,093 | $7,637 | 12/31/2023 |
WTAI | 369,093 | $7,637 | 12/31/2023 |
Raymond James & Associates | 287,975 | $5,981 | 03/31/2024 |
WTAI | 287,975 | $5,981 | 03/31/2024 |
Susquehanna International Group LLP | 219,479 | $4,541 | 12/31/2023 |
WTAI | 219,479 | $4,541 | 12/31/2023 |
LPL Financial LLC | 210,808 | $4,362 | 12/31/2023 |
WTAI | 210,808 | $4,362 | 12/31/2023 |
Jane Street Group LLC | 123,966 | $2,565 | 12/31/2023 |
WTAI | 123,966 | $2,565 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 121,613 | $2,526 | 03/31/2024 |
WTAI | 121,613 | $2,526 | 03/31/2024 |
Prospera Financial Services Inc | 92,676 | $1,917 | 12/31/2023 |
WTAI | 92,676 | $1,917 | 12/31/2023 |
Truist Financial Corp | 88,827 | $1,838 | 12/31/2023 |
WTAI | 88,827 | $1,838 | 12/31/2023 |
Bank of Montreal Can | 74,683 | $1,569 | 12/31/2023 |
WTAI | 74,683 | $1,569 | 12/31/2023 |
Masso Torrence Wealth Management Inc. | 71,710 | $1,489 | 03/31/2024 |
WTAI | 71,710 | $1,489 | 03/31/2024 |
Stifel Financial Corp | 69,428 | $1,436 | 12/31/2023 |
WTAI | 69,428 | $1,436 | 12/31/2023 |
AdvisorNet Financial Inc | 64,805 | $1,346 | 03/31/2024 |
WTAI | 64,805 | $1,346 | 03/31/2024 |
Private Advisor Group LLC | 54,119 | $1,124 | 03/31/2024 |
WTAI | 54,119 | $1,124 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 53,822 | $1,118 | 03/31/2024 |
WTAI | 53,822 | $1,118 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 49,865 | $1,036 | 03/31/2024 |
WTAI | 49,865 | $1,036 | 03/31/2024 |
Waddell & Associates LLC | 49,128 | $1,016 | 12/31/2023 |
WTAI | 49,128 | $1,016 | 12/31/2023 |
Bank of America Corp DE | 48,323 | $1,000 | 12/31/2023 |
WTAI | 48,323 | $1,000 | 12/31/2023 |
Commonwealth Equity Services LLC | 45,762 | $950 | 03/31/2024 |
WTAI | 45,762 | $950 | 03/31/2024 |
Advisor Group Holdings Inc. | 33,677 | $697 | 12/31/2023 |
WTAI | 33,677 | $697 | 12/31/2023 |
Provident Wealth Management LLC | 30,049 | $624 | 03/31/2024 |
WTAI | 30,049 | $624 | 03/31/2024 |
Cetera Advisors LLC | 23,577 | $488 | 12/31/2023 |
WTAI | 23,577 | $488 | 12/31/2023 |
Belpointe Asset Management LLC | 22,552 | $467 | 12/31/2023 |
WTAI | 22,552 | $467 | 12/31/2023 |
Rockefeller Capital Management L.P. | 22,321 | $462 | 12/31/2023 |
WTAI | 22,321 | $462 | 12/31/2023 |
Kingsview Wealth Management LLC | 17,497 | $362 | 12/31/2023 |
WTAI | 17,497 | $362 | 12/31/2023 |
Fox Hill Wealth Management | 17,150 | $356 | 03/31/2024 |
WTAI | 17,150 | $356 | 03/31/2024 |
Moloney Securities Asset Management LLC | 16,644 | $346 | 03/31/2024 |
WTAI | 16,644 | $346 | 03/31/2024 |
MML Investors Services LLC | 16,597 | $343 | 12/31/2023 |
WTAI | 16,597 | $343 | 12/31/2023 |
Flagship Harbor Advisors LLC | 15,712 | $326 | 03/31/2024 |
WTAI | 15,712 | $326 | 03/31/2024 |
Western Wealth Management LLC | 11,493 | $239 | 03/31/2024 |
WTAI | 11,493 | $239 | 03/31/2024 |
Wealth Alliance Advisory Group LLC | 10,942 | $227 | 03/31/2024 |
WTAI | 10,942 | $227 | 03/31/2024 |
Mariner LLC | 10,386 | $215 | 12/31/2023 |
WTAI | 10,386 | $215 | 12/31/2023 |
Halbert Hargrove Global Advisors LLC | 10,071 | $209 | 03/31/2024 |
WTAI | 10,071 | $209 | 03/31/2024 |
Morris Retirement Advisors LLC | 9,701 | $201 | 03/31/2024 |
WTAI | 9,701 | $201 | 03/31/2024 |
Geneos Wealth Management Inc. | 9,375 | $195 | 03/31/2024 |
WTAI | 9,375 | $195 | 03/31/2024 |
Smartleaf Asset Management LLC | 6,490 | $136 | 03/31/2024 |
WTAI | 6,490 | $136 | 03/31/2024 |
Royal Bank of Canada | 5,723 | $118 | 12/31/2023 |
WTAI | 5,723 | $118 | 12/31/2023 |
Key Financial Inc | 5,024 | $104 | 03/31/2024 |
WTAI | 5,024 | $104 | 03/31/2024 |
Allworth Financial LP | 4,021 | $84 | 03/31/2024 |
WTAI | 4,021 | $84 | 03/31/2024 |
First Command Advisory Services Inc. | 3,662 | $76 | 03/31/2024 |
WTAI | 3,662 | $76 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 3,516 | $73 | 12/31/2023 |
WTAI | 3,516 | $73 | 12/31/2023 |
SYM FINANCIAL Corp | 2,784 | $58 | 12/31/2023 |
WTAI | 2,784 | $58 | 12/31/2023 |
Harbour Investments Inc. | 2,114 | $44 | 12/31/2023 |
WTAI | 2,114 | $44 | 12/31/2023 |
PSI Advisors LLC | 1,783 | $37 | 03/31/2024 |
WTAI | 1,783 | $37 | 03/31/2024 |
Morgan Stanley | 1,125 | $23 | 12/31/2023 |
WTAI | 1,125 | $23 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 1,071 | $22 | 03/31/2024 |
WTAI | 1,071 | $22 | 03/31/2024 |
Prestige Wealth Management Group LLC | 1,050 | $22 | 03/31/2024 |
WTAI | 1,050 | $22 | 03/31/2024 |
JNBA Financial Advisors | 1,000 | $21 | 03/31/2024 |
WTAI | 1,000 | $21 | 03/31/2024 |
Spire Wealth Management | 1,000 | $21 | 03/31/2024 |
WTAI | 1,000 | $21 | 03/31/2024 |
See All: Funds Holding WTAI
See Details: Top 10 Hedge Funds Holding WTAI
Also See: WTAI Holdings Changes
Free WTAI Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |