Institutional shares held 4.17 Million
0 calls
0 puts
Total value of holdings $151M
$0 calls
$0 puts
# of Institutions 83


Latest Institutional Activity in WTMF

Top Purchases

Q2 2025
Lpl Financial LLC Shares Held: 266K ($9.64M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 82.6K ($2.99M)
Q2 2025
Vestmark Advisory Solutions, Inc. Shares Held: 82.4K ($2.99M)
Q2 2025
Morgan Stanley Shares Held: 1.06M ($38.3M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 77.3K ($2.8M)

Top Sells

Q2 2025
Cambria Investment Management, L.P. Shares Held: 11K ($397K)
Q2 2025
Betterment LLC Shares Held: 12.4K ($451K)
Q2 2025
Austin Wealth Management, LLC Shares Held: 14.7K ($534K)
Q2 2025
Asset Allocation Strategies LLC Shares Held: 37.2K ($1.35M)
Q2 2025
Efficient Advisors, LLC Shares Held: 46.7K ($1.69M)

About WTMF

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