Institutional shares held 4.37 Million
0 calls
0 puts
Total value of holdings $150M
$0 calls
$0 puts
# of Institutions 75


Latest Institutional Activity in WTMF

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 56.1K ($1.92M)
Q1 2025
Stewardship Advisors, LLC Shares Held: 267K ($9.14M)
Q1 2025
Columbus Macro, LLC Shares Held: 26.1K ($893K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 8.33K ($285K)
Q1 2025
Pax Financial Group, LLC Shares Held: 12K ($411K)

Top Sells

Q1 2025
Resources Investment Advisors, Llc. Shares Held: 511K ($17.5M)
Q1 2025
Washington Trust Bank Shares Held: 37.4K ($1.28M)
Q1 2025
O'Dell Group, LLC Shares Held: 310K ($10.6M)
Q1 2025
Austin Wealth Management, LLC Shares Held: 47.6K ($1.63M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 3.3K ($113K)

About WTMF

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