Institutional shares held 4.29 Million
0 calls
0 puts
Total value of holdings $162M
$0 calls
$0 puts
# of Institutions 81


Latest Institutional Activity in WTMF

Top Purchases

Q4 2025
Capital Performance Advisors LLP Shares Held: 262K ($9.87M)
Q4 2025
Merit Financial Group, LLC Shares Held: 6.71K ($253K)
Q4 2025
Stewardship Advisors, LLC Shares Held: 280K ($10.5M)
Q4 2025
Columbus Macro, LLC Shares Held: 33.9K ($1.28M)
Q4 2025
Kingswood Wealth Advisors, LLC Shares Held: 25.9K ($977K)

Top Sells

Q4 2025
Discipline Wealth Solutions, LLC Shares Held: 11.9K ($449K)
Q4 2025
Efficient Advisors, LLC Shares Held: 34.8K ($1.31M)
Q4 2025
Core Cap Advisors, LLC Shares Held: 941 ($35.5K)
Q4 2025
Austin Wealth Management, LLC Shares Held: 14.6K ($550K)
Q4 2025
Ethos Financial Group, LLC Shares Held: 39.7K ($1.5M)

About WTMF

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