Institutional shares held 4.07 Million
0 calls
0 puts
Total value of holdings $142M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in WTMF

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 56.1K ($1.95M)
Q1 2025
Stewardship Advisors, LLC Shares Held: 267K ($9.3M)
Q1 2025
Vestmark Advisory Solutions, Inc. Shares Held: 33.2K ($1.16M)
Q1 2025
Ethos Financial Group, LLC Shares Held: 46.2K ($1.61M)
Q1 2025
Cetera Investment Advisers Shares Held: 86.5K ($3.01M)

Top Sells

Q1 2025
Morgan Stanley Shares Held: 1.02M ($35.4M)
Q1 2025
Wells Fargo & Company Shares Held: 85.7K ($2.98M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 511K ($17.8M)
Q1 2025
Avestar Capital, LLC Shares Held: 143K ($4.99M)
Q1 2025
Susquehanna International Group, LLP Shares Held: 15.6K ($543K)

About WTMF

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