Institutional shares held 4.03 Million
0 calls
0 puts
Total value of holdings $152M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in WTMF

Top Purchases

Q4 2025
Cooper Financial Group Shares Held: 16.3K ($613K)
Q3 2025
Morgan Stanley Shares Held: 1.13M ($42.4M)
Q3 2025
Lpl Financial LLC Shares Held: 329K ($12.4M)
Q3 2025
Strategic Wealth Partners, Ltd. Shares Held: 15.4K ($582K)
Q3 2025
Kingswood Wealth Advisors, LLC Shares Held: 24.5K ($925K)

Top Sells

Q4 2025
Efficient Advisors, LLC Shares Held: 34.8K ($1.31M)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 44.7K ($1.68M)
Q3 2025
Empirical Asset Management, LLC Shares Held: 30.3K ($1.14M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 12.4K ($466K)
Q3 2025
Raymond James Financial Inc Shares Held: 23.1K ($869K)

About WTMF

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