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On this page, we present all of the funds holding WTAI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding WTAI, with a link to that fund's top holdings. The next columns
indicate the amount of WTAI stock held by each of the funds holding WTAI, followed by the WTAI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 71 funds holding WTAI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Stratos Wealth Partners LTD.. For more details on the positions held by Stratos Wealth Partners LTD.
(or by any of the other funds holding WTAI), click the fund name in the "Holder" column of the funds-holding-WTAI table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Stratos Wealth Partners LTD. | 809,365 | $16,811 | 03/31/2024 | WTAI | 809,365 | $16,811 | 03/31/2024 | Kestra Advisory Services LLC | 626,694 | $12,966 | 12/31/2023 | WTAI | 626,694 | $12,966 | 12/31/2023 | Advisory Services Network LLC | 369,093 | $7,637 | 12/31/2023 | WTAI | 369,093 | $7,637 | 12/31/2023 | Raymond James & Associates | 287,975 | $5,981 | 03/31/2024 | WTAI | 287,975 | $5,981 | 03/31/2024 | Susquehanna International Group LLP | 219,479 | $4,541 | 12/31/2023 | WTAI | 219,479 | $4,541 | 12/31/2023 | LPL Financial LLC | 210,808 | $4,362 | 12/31/2023 | WTAI | 210,808 | $4,362 | 12/31/2023 | Jane Street Group LLC | 123,966 | $2,565 | 12/31/2023 | WTAI | 123,966 | $2,565 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 121,613 | $2,526 | 03/31/2024 | WTAI | 121,613 | $2,526 | 03/31/2024 | Prospera Financial Services Inc | 92,676 | $1,917 | 12/31/2023 | WTAI | 92,676 | $1,917 | 12/31/2023 | Truist Financial Corp | 88,827 | $1,838 | 12/31/2023 | WTAI | 88,827 | $1,838 | 12/31/2023 | Bank of Montreal Can | 74,683 | $1,569 | 12/31/2023 | WTAI | 74,683 | $1,569 | 12/31/2023 | Masso Torrence Wealth Management Inc. | 71,710 | $1,489 | 03/31/2024 | WTAI | 71,710 | $1,489 | 03/31/2024 | Stifel Financial Corp | 69,428 | $1,436 | 12/31/2023 | WTAI | 69,428 | $1,436 | 12/31/2023 | AdvisorNet Financial Inc | 64,805 | $1,346 | 03/31/2024 | WTAI | 64,805 | $1,346 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 53,822 | $1,118 | 03/31/2024 | WTAI | 53,822 | $1,118 | 03/31/2024 | Waddell & Associates LLC | 49,128 | $1,016 | 12/31/2023 | WTAI | 49,128 | $1,016 | 12/31/2023 | Bank of America Corp DE | 48,323 | $1,000 | 12/31/2023 | WTAI | 48,323 | $1,000 | 12/31/2023 | Private Advisor Group LLC | 37,177 | $769 | 12/31/2023 | WTAI | 37,177 | $769 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 36,025 | $745 | 12/31/2023 | WTAI | 36,025 | $745 | 12/31/2023 | Advisor Group Holdings Inc. | 33,677 | $697 | 12/31/2023 | WTAI | 33,677 | $697 | 12/31/2023 | Provident Wealth Management LLC | 30,049 | $624 | 03/31/2024 | WTAI | 30,049 | $624 | 03/31/2024 | Cetera Advisors LLC | 23,577 | $488 | 12/31/2023 | WTAI | 23,577 | $488 | 12/31/2023 | Belpointe Asset Management LLC | 22,552 | $467 | 12/31/2023 | WTAI | 22,552 | $467 | 12/31/2023 | Rockefeller Capital Management L.P. | 22,321 | $462 | 12/31/2023 | WTAI | 22,321 | $462 | 12/31/2023 | Kingsview Wealth Management LLC | 17,497 | $362 | 12/31/2023 | WTAI | 17,497 | $362 | 12/31/2023 | Fox Hill Wealth Management | 17,150 | $356 | 03/31/2024 | WTAI | 17,150 | $356 | 03/31/2024 | Moloney Securities Asset Management LLC | 16,644 | $344 | 12/31/2023 | WTAI | 16,644 | $344 | 12/31/2023 | MML Investors Services LLC | 16,597 | $343 | 12/31/2023 | WTAI | 16,597 | $343 | 12/31/2023 | Flagship Harbor Advisors LLC | 15,712 | $326 | 03/31/2024 | WTAI | 15,712 | $326 | 03/31/2024 | Commonwealth Equity Services LLC | 15,223 | $315 | 12/31/2023 | WTAI | 15,223 | $315 | 12/31/2023 | Wealth Alliance Advisory Group LLC | 10,942 | $227 | 03/31/2024 | WTAI | 10,942 | $227 | 03/31/2024 | Morris Retirement Advisors LLC | 10,701 | $221 | 12/31/2023 | WTAI | 10,701 | $221 | 12/31/2023 | Mariner LLC | 10,386 | $215 | 12/31/2023 | WTAI | 10,386 | $215 | 12/31/2023 | Halbert Hargrove Global Advisors LLC | 10,071 | $209 | 03/31/2024 | WTAI | 10,071 | $209 | 03/31/2024 | Geneos Wealth Management Inc. | 9,375 | $194 | 12/31/2023 | WTAI | 9,375 | $194 | 12/31/2023 | Wellington Shields & Co. LLC | 8,500 | $176 | 12/31/2023 | WTAI | 8,500 | $176 | 12/31/2023 | Smartleaf Asset Management LLC | 6,388 | $134 | 12/31/2023 | WTAI | 6,388 | $134 | 12/31/2023 | Royal Bank of Canada | 5,723 | $118 | 12/31/2023 | WTAI | 5,723 | $118 | 12/31/2023 | Key Financial Inc | 5,024 | $104 | 12/31/2023 | WTAI | 5,024 | $104 | 12/31/2023 | Wellington Shields Capital Management LLC | 4,500 | $93 | 12/31/2023 | WTAI | 4,500 | $93 | 12/31/2023 | Allworth Financial LP | 4,021 | $84 | 03/31/2024 | WTAI | 4,021 | $84 | 03/31/2024 | Steward Partners Investment Advisory LLC | 3,516 | $73 | 12/31/2023 | WTAI | 3,516 | $73 | 12/31/2023 | SYM FINANCIAL Corp | 2,784 | $58 | 12/31/2023 | WTAI | 2,784 | $58 | 12/31/2023 | Harbour Investments Inc. | 2,114 | $44 | 12/31/2023 | WTAI | 2,114 | $44 | 12/31/2023 | First Command Advisory Services Inc. | 2,000 | $41 | 12/31/2023 | WTAI | 2,000 | $41 | 12/31/2023 | PSI Advisors LLC | 1,783 | $37 | 03/31/2024 | WTAI | 1,783 | $37 | 03/31/2024 | Morgan Stanley | 1,125 | $23 | 12/31/2023 | WTAI | 1,125 | $23 | 12/31/2023 | Carmichael Hill & Associates Inc. | 1,071 | $22 | 03/31/2024 | WTAI | 1,071 | $22 | 03/31/2024 | Prestige Wealth Management Group LLC | 1,050 | $22 | 12/31/2023 | WTAI | 1,050 | $22 | 12/31/2023 | Spire Wealth Management | 1,000 | $21 | 03/31/2024 | WTAI | 1,000 | $21 | 03/31/2024 | JNBA Financial Advisors | 1,000 | $21 | 12/31/2023 | WTAI | 1,000 | $21 | 12/31/2023 | EPG Wealth Management LLC | 1,000 | $21 | 12/31/2023 | WTAI | 1,000 | $21 | 12/31/2023 | JPMorgan Chase & Co. | 762 | $16 | 12/31/2023 | WTAI | 762 | $16 | 12/31/2023 | UMB Bank N A MO | 770 | $16 | 12/31/2023 | WTAI | 770 | $16 | 12/31/2023 | Ancora Advisors LLC | 750 | $16 | 12/31/2023 | WTAI | 750 | $16 | 12/31/2023 | Register Financial Advisors LLC | 700 | $15 | 03/31/2024 | WTAI | 700 | $15 | 03/31/2024 | Woodard & Co. Asset Management Group Inc. ADV | 650 | $13 | 12/31/2023 | WTAI | 650 | $13 | 12/31/2023 | Centerpoint Advisors LLC | 575 | $12 | 12/31/2023 | WTAI | 575 | $12 | 12/31/2023 | The PNC Financial Services Group Inc. | 537 | $11 | 12/31/2023 | WTAI | 537 | $11 | 12/31/2023 | Highlander Capital Management LLC | 275 | $6 | 12/31/2023 | WTAI | 275 | $6 | 12/31/2023 | Scarborough Advisors LLC | 275 | $6 | 12/31/2023 | WTAI | 275 | $6 | 12/31/2023 | AlphaMark Advisors LLC | 250 | $5 | 03/31/2024 | WTAI | 250 | $5 | 03/31/2024 | CWM LLC | 176 | $4 | 03/31/2024 | WTAI | 176 | $4 | 03/31/2024 | GWM Advisors LLC | 214 | $4 | 12/31/2023 | WTAI | 214 | $4 | 12/31/2023 | Farther Finance Advisors LLC | 164 | $3 | 12/31/2023 | WTAI | 164 | $3 | 12/31/2023 | Caldwell Sutter Capital Inc. | 100 | $2 | 03/31/2024 | WTAI | 100 | $2 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 100 | $2 | 12/31/2023 | WTAI | 100 | $2 | 12/31/2023 | MeadowBrook Investment Advisors LLC | 100 | $2 | 12/31/2023 | WTAI | 100 | $2 | 12/31/2023 | Rise Advisors LLC | 60 | $1 | 03/31/2024 | WTAI | 60 | $1 | 03/31/2024 | FMR LLC | 29 | $1 | 12/31/2023 | WTAI | 29 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | WTAI | 0 | $0 | 12/31/2023 | Coppell Advisory Solutions LLC | 2 | $0 | 12/31/2023 | WTAI | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of WTAI
See Details: Top 10 Hedge Funds Holding WTAI
Also See: WTAI Holdings Changes
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