Institutional shares held 3.26 Million
5K calls
200 puts
Total value of holdings $79.3M
$121K calls
$4K puts
# of Institutions 103


Latest Institutional Activity in WTAI

Top Purchases

Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 8.98K ($223K)
Q2 2025
Provident Wealth Management, LLC Shares Held: 8.64K ($215K)
Q2 2025
Advisor Net Financial, Inc Shares Held: 71.2K ($1.77M)
Q2 2025
Sweeney & Michel, LLC Shares Held: 15.8K ($393K)
Q2 2025
Belpointe Asset Management LLC Shares Held: 12.4K ($309K)

Top Sells

Q2 2025
Truist Financial Corp Shares Held: 102K ($2.53M)
Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 5.59K ($139K)
Q2 2025
Perigon Wealth Management, LLC Shares Held: 46K ($1.14M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 18.3K ($454K)
Q2 2025
Armis Advisers, LLC Shares Held: 27.5K ($684K)

About WTAI

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