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Funds Holding WTMF

On this page, we present all of the funds holding WTMF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WTMF, with a link to that fund's top holdings. The next columns indicate the amount of WTMF stock held by each of the funds holding WTMF, followed by the WTMF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 55 funds holding WTMF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding WTMF), click the fund name in the "Holder" column of the funds-holding-WTMF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,482,458$51,990 12/31/2023
     WTMF1,482,458$51,990 12/31/2023
Cambria Investment Management L.P.383,336$13,444 12/31/2023
     WTMF383,336$13,444 12/31/2023
Resources Investment Advisors LLC.344,624$12,086 12/31/2023
     WTMF344,624$12,086 12/31/2023
Centric Wealth Management289,644$10,158 12/31/2023
     WTMF289,644$10,158 12/31/2023
Ethos Financial Group LLC240,948$8,450 12/31/2023
     WTMF240,948$8,450 12/31/2023
LPL Financial LLC200,511$7,032 12/31/2023
     WTMF200,511$7,032 12/31/2023
Avestar Capital LLC155,864$5,466 12/31/2023
     WTMF155,864$5,466 12/31/2023
O Dell Group LLC143,040$5,016 12/31/2023
     WTMF143,040$5,016 12/31/2023
Wells Fargo & Company MN136,839$4,799 12/31/2023
     WTMF136,839$4,799 12/31/2023
Efficient Advisors LLC96,877$3,397 12/31/2023
     WTMF96,877$3,397 12/31/2023
Washington Trust Bank94,760$3,323 12/31/2023
     WTMF94,760$3,323 12/31/2023
AE Wealth Management LLC89,045$3,098 12/31/2023
     WTMF89,045$3,098 12/31/2023
Betterment LLC83,399$2,925 12/31/2023
     WTMF83,399$2,925 12/31/2023
Austin Wealth Management LLC71,028$2,579 12/31/2023
     WTMF71,028$2,579 12/31/2023
Envestnet Asset Management Inc.73,046$2,562 12/31/2023
     WTMF73,046$2,562 12/31/2023
Empirical Asset Management LLC71,220$2,498 12/31/2023
     WTMF71,220$2,498 12/31/2023
Raymond James Financial Services Advisors Inc.57,556$2,158 03/31/2024
     WTMF57,556$2,158 03/31/2024
IHT Wealth Management LLC53,730$1,884 12/31/2023
     WTMF53,730$1,884 12/31/2023
Cetera Advisor Networks LLC50,311$1,764 12/31/2023
     WTMF50,311$1,764 12/31/2023
Comprehensive Wealth Management LLC50,164$1,759 12/31/2023
     WTMF50,164$1,759 12/31/2023
CIBC World Markets Inc.42,048$1,475 12/31/2023
     WTMF42,048$1,475 12/31/2023
Twelve Points Wealth Management LLC37,658$1,412 03/31/2024
     WTMF37,658$1,412 03/31/2024
Comerica Bank34,589$1,213 12/31/2023
     WTMF34,589$1,213 12/31/2023
Wiley BROS. Aintree Capital LLC30,113$1,129 03/31/2024
     WTMF30,113$1,129 03/31/2024
Private Advisor Group LLC31,999$1,122 12/31/2023
     WTMF31,999$1,122 12/31/2023
KLR Investment Advisors LLC28,991$1,067 03/31/2024
     WTMF28,991$1,067 03/31/2024
JPMorgan Chase & Co.24,463$858 12/31/2023
     WTMF24,463$858 12/31/2023
Strategic Advocates LLC19,849$744 03/31/2024
     WTMF19,849$744 03/31/2024
My Legacy Advisors LLC20,774$727 12/31/2023
     WTMF20,774$727 12/31/2023
MML Investors Services LLC18,419$646 12/31/2023
     WTMF18,419$646 12/31/2023
Cooper Financial Group16,906$634 03/31/2024
     WTMF16,906$634 03/31/2024
Endowment Wealth Management Inc.16,837$590 12/31/2023
     WTMF16,837$590 12/31/2023
Kestra Advisory Services LLC16,362$574 12/31/2023
     WTMF16,362$574 12/31/2023
HighTower Advisors LLC13,410$472 12/31/2023
     WTMF13,410$472 12/31/2023
Cetera Investment Advisers12,202$428 12/31/2023
     WTMF12,202$428 12/31/2023
Cardinal Point Capital Management ULC10,430$391 03/31/2024
     WTMF10,430$391 03/31/2024
Perigon Wealth Management LLC10,478$367 12/31/2023
     WTMF10,478$367 12/31/2023
Moors & Cabot Inc.9,050$317 12/31/2023
     WTMF9,050$317 12/31/2023
Fermata Advisors LLC6,144$230 03/31/2024
     WTMF6,144$230 03/31/2024
Team Financial Group LLC6,412$225 12/31/2023
     WTMF6,412$225 12/31/2023
Eudaimonia Partners LLC5,550$208 03/31/2024
     WTMF5,550$208 03/31/2024
Advisor Group Holdings Inc.5,694$200 12/31/2023
     WTMF5,694$200 12/31/2023
Royal Bank of Canada3,276$115 12/31/2023
     WTMF3,276$115 12/31/2023
Harbour Investments Inc.2,282$80 12/31/2023
     WTMF2,282$80 12/31/2023
Creative Financial Designs Inc. ADV1,641$58 12/31/2023
     WTMF1,641$58 12/31/2023
UBS Group AG1,623$57 12/31/2023
     WTMF1,623$57 12/31/2023
Advisors Preferred LLC1,351$47 12/31/2023
     WTMF1,351$47 12/31/2023
Hexagon Capital Partners LLC203$8 03/31/2024
     WTMF203$8 03/31/2024
Lee Financial Co65$2 12/31/2023
     WTMF65$2 12/31/2023
Smartleaf Asset Management LLC58$2 12/31/2023
     WTMF58$2 12/31/2023
Global Retirement Partners LLC39$1 03/31/2024
     WTMF39$1 03/31/2024
Huntington National Bank1$0 12/31/2023
     WTMF1$0 12/31/2023
FMR LLC1$0 12/31/2023
     WTMF1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     WTMF0$0 12/31/2023
National Bank of Canada FI10$0 12/31/2023
     WTMF10$0 12/31/2023
Archer Investment Corp8$0 12/31/2023
     WTMF8$0 12/31/2023

See Summary: Institutional Holders of WTMF
See Details: Top 10 Hedge Funds Holding WTMF
Also See: WTMF Holdings Changes

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