Institutional shares held 4.1 Million
0 calls
0 puts
Total value of holdings $144M
$0 calls
$0 puts
# of Institutions 82


Latest Institutional Activity in WTMF

Top Purchases

Q2 2025
Discipline Wealth Solutions, LLC Shares Held: 13.8K ($486K)
Q2 2025
Sowell Financial Services LLC Shares Held: 6.63K ($234K)
Q2 2025
Rockland Trust CO Shares Held: 6.02K ($212K)
Q2 2025
Stewardship Advisors, LLC Shares Held: 270K ($9.54M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 222 ($7.83K)

Top Sells

Q2 2025
Armis Advisers, LLC Shares Held: 34.7K ($1.22M)
Q2 2025
Axis Wealth Partners, LLC Shares Held: 11.4K ($401K)
Q2 2025
Cx Institutional Shares Held: 865 ($30.5K)
Q1 2025
Morgan Stanley Shares Held: 1.02M ($35.8M)
Q1 2025
Wells Fargo & Company Shares Held: 85.7K ($3.02M)

About WTMF

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