Institutional shares held 4.03 Million
0 calls
0 puts
Total value of holdings $152M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in WTMF

Top Purchases

Q4 2025
Stewardship Advisors, LLC Shares Held: 280K ($10.5M)
Q4 2025
Columbus Macro, LLC Shares Held: 33.9K ($1.28M)
Q4 2025
Sowell Financial Services LLC Shares Held: 7.78K ($293K)
Q4 2025
Cooper Financial Group Shares Held: 16.3K ($613K)
Q4 2025
Team Financial Group, LLC Shares Held: 4.08K ($154K)

Top Sells

Q4 2025
Efficient Advisors, LLC Shares Held: 34.8K ($1.31M)
Q4 2025
Core Cap Advisors, LLC Shares Held: 941 ($35.5K)
Q4 2025
Ethos Financial Group, LLC Shares Held: 39.7K ($1.5M)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 44.7K ($1.68M)
Q3 2025
Empirical Asset Management, LLC Shares Held: 30.3K ($1.14M)

About WTMF

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