There is a long list of 55 institutional holders of WTMF 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 WTMF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-WTMF table below, the initial column indicates the name of each top institutional holder of WTMF, with a link to that fund's top holdings. The next columns indicate the amount of WTMF stock held by each of the institutional holders of WTMF, followed by the WTMF 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 |
---|---|---|---|
Morgan Stanley | 1,482,458 | $51,990 | 12/31/2023 |
WTMF | 1,482,458 | $51,990 | 12/31/2023 |
Cambria Investment Management L.P. | 383,336 | $13,444 | 12/31/2023 |
WTMF | 383,336 | $13,444 | 12/31/2023 |
Resources Investment Advisors LLC. | 344,624 | $12,086 | 12/31/2023 |
WTMF | 344,624 | $12,086 | 12/31/2023 |
Centric Wealth Management | 289,644 | $10,158 | 12/31/2023 |
WTMF | 289,644 | $10,158 | 12/31/2023 |
Ethos Financial Group LLC | 240,948 | $8,450 | 12/31/2023 |
WTMF | 240,948 | $8,450 | 12/31/2023 |
LPL Financial LLC | 200,511 | $7,032 | 12/31/2023 |
WTMF | 200,511 | $7,032 | 12/31/2023 |
Avestar Capital LLC | 155,864 | $5,466 | 12/31/2023 |
WTMF | 155,864 | $5,466 | 12/31/2023 |
O Dell Group LLC | 143,040 | $5,016 | 12/31/2023 |
WTMF | 143,040 | $5,016 | 12/31/2023 |
Wells Fargo & Company MN | 136,839 | $4,799 | 12/31/2023 |
WTMF | 136,839 | $4,799 | 12/31/2023 |
Efficient Advisors LLC | 96,877 | $3,397 | 12/31/2023 |
WTMF | 96,877 | $3,397 | 12/31/2023 |
Washington Trust Bank | 94,760 | $3,323 | 12/31/2023 |
WTMF | 94,760 | $3,323 | 12/31/2023 |
AE Wealth Management LLC | 89,045 | $3,098 | 12/31/2023 |
WTMF | 89,045 | $3,098 | 12/31/2023 |
Betterment LLC | 83,399 | $2,925 | 12/31/2023 |
WTMF | 83,399 | $2,925 | 12/31/2023 |
Austin Wealth Management LLC | 71,028 | $2,579 | 12/31/2023 |
WTMF | 71,028 | $2,579 | 12/31/2023 |
Envestnet Asset Management Inc. | 73,046 | $2,562 | 12/31/2023 |
WTMF | 73,046 | $2,562 | 12/31/2023 |
Empirical Asset Management LLC | 71,220 | $2,498 | 12/31/2023 |
WTMF | 71,220 | $2,498 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 57,556 | $2,158 | 03/31/2024 |
WTMF | 57,556 | $2,158 | 03/31/2024 |
IHT Wealth Management LLC | 53,730 | $1,884 | 12/31/2023 |
WTMF | 53,730 | $1,884 | 12/31/2023 |
Cetera Advisor Networks LLC | 50,311 | $1,764 | 12/31/2023 |
WTMF | 50,311 | $1,764 | 12/31/2023 |
Comprehensive Wealth Management LLC | 50,164 | $1,759 | 12/31/2023 |
WTMF | 50,164 | $1,759 | 12/31/2023 |
CIBC World Markets Inc. | 42,048 | $1,475 | 12/31/2023 |
WTMF | 42,048 | $1,475 | 12/31/2023 |
Twelve Points Wealth Management LLC | 37,658 | $1,412 | 03/31/2024 |
WTMF | 37,658 | $1,412 | 03/31/2024 |
Comerica Bank | 34,589 | $1,213 | 12/31/2023 |
WTMF | 34,589 | $1,213 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 30,113 | $1,129 | 03/31/2024 |
WTMF | 30,113 | $1,129 | 03/31/2024 |
Private Advisor Group LLC | 31,999 | $1,122 | 12/31/2023 |
WTMF | 31,999 | $1,122 | 12/31/2023 |
KLR Investment Advisors LLC | 28,991 | $1,067 | 03/31/2024 |
WTMF | 28,991 | $1,067 | 03/31/2024 |
JPMorgan Chase & Co. | 24,463 | $858 | 12/31/2023 |
WTMF | 24,463 | $858 | 12/31/2023 |
Strategic Advocates LLC | 19,849 | $744 | 03/31/2024 |
WTMF | 19,849 | $744 | 03/31/2024 |
My Legacy Advisors LLC | 20,774 | $727 | 12/31/2023 |
WTMF | 20,774 | $727 | 12/31/2023 |
MML Investors Services LLC | 18,419 | $646 | 12/31/2023 |
WTMF | 18,419 | $646 | 12/31/2023 |
Cooper Financial Group | 16,906 | $634 | 03/31/2024 |
WTMF | 16,906 | $634 | 03/31/2024 |
Endowment Wealth Management Inc. | 16,837 | $590 | 12/31/2023 |
WTMF | 16,837 | $590 | 12/31/2023 |
Kestra Advisory Services LLC | 16,362 | $574 | 12/31/2023 |
WTMF | 16,362 | $574 | 12/31/2023 |
HighTower Advisors LLC | 13,410 | $472 | 12/31/2023 |
WTMF | 13,410 | $472 | 12/31/2023 |
Cetera Investment Advisers | 12,202 | $428 | 12/31/2023 |
WTMF | 12,202 | $428 | 12/31/2023 |
Cardinal Point Capital Management ULC | 10,430 | $391 | 03/31/2024 |
WTMF | 10,430 | $391 | 03/31/2024 |
Perigon Wealth Management LLC | 10,478 | $367 | 12/31/2023 |
WTMF | 10,478 | $367 | 12/31/2023 |
Moors & Cabot Inc. | 9,050 | $317 | 12/31/2023 |
WTMF | 9,050 | $317 | 12/31/2023 |
Fermata Advisors LLC | 6,144 | $230 | 03/31/2024 |
WTMF | 6,144 | $230 | 03/31/2024 |
Team Financial Group LLC | 6,412 | $225 | 12/31/2023 |
WTMF | 6,412 | $225 | 12/31/2023 |
Eudaimonia Partners LLC | 5,550 | $208 | 03/31/2024 |
WTMF | 5,550 | $208 | 03/31/2024 |
Advisor Group Holdings Inc. | 5,694 | $200 | 12/31/2023 |
WTMF | 5,694 | $200 | 12/31/2023 |
Royal Bank of Canada | 3,276 | $115 | 12/31/2023 |
WTMF | 3,276 | $115 | 12/31/2023 |
Harbour Investments Inc. | 2,282 | $80 | 12/31/2023 |
WTMF | 2,282 | $80 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 1,641 | $58 | 12/31/2023 |
WTMF | 1,641 | $58 | 12/31/2023 |
UBS Group AG | 1,623 | $57 | 12/31/2023 |
WTMF | 1,623 | $57 | 12/31/2023 |
Advisors Preferred LLC | 1,351 | $47 | 12/31/2023 |
WTMF | 1,351 | $47 | 12/31/2023 |
Hexagon Capital Partners LLC | 203 | $8 | 03/31/2024 |
WTMF | 203 | $8 | 03/31/2024 |
Lee Financial Co | 65 | $2 | 12/31/2023 |
WTMF | 65 | $2 | 12/31/2023 |
Smartleaf Asset Management LLC | 58 | $2 | 12/31/2023 |
WTMF | 58 | $2 | 12/31/2023 |
See All: Funds Holding WTMF
See Details: Top 10 Hedge Funds Holding WTMF
Also See: WTMF Holdings Changes
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