Institutional shares held 4.41 Million
0 calls
0 puts
Total value of holdings $150M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in WTMF

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 56.1K ($1.91M)
Q1 2025
Stewardship Advisors, LLC Shares Held: 267K ($9.08M)
Q1 2025
Columbus Macro, LLC Shares Held: 26.1K ($887K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 8.33K ($283K)
Q1 2025
Axis Wealth Partners, LLC Shares Held: 12K ($408K)

Top Sells

Q1 2025
Resources Investment Advisors, Llc. Shares Held: 511K ($17.4M)
Q1 2025
O'Dell Group, LLC Shares Held: 310K ($10.5M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 3.3K ($112K)
Q1 2025
Creative Financial Designs Inc Shares Held: 2.44K ($83K)
Q1 2025
My Legacy Advisors, LLC Shares Held: 6.15K ($209K)

About WTMF

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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