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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 1,482,458 | $51,990 | 12/31/2023 | WTMF | 1,482,458 | $51,990 | 12/31/2023 | Cambria Investment Management L.P. | 383,336 | $13,444 | 12/31/2023 | WTMF | 383,336 | $13,444 | 12/31/2023 | Resources Investment Advisors LLC. | 344,624 | $12,086 | 12/31/2023 | WTMF | 344,624 | $12,086 | 12/31/2023 | Centric Wealth Management | 289,644 | $10,158 | 12/31/2023 | WTMF | 289,644 | $10,158 | 12/31/2023 | Ethos Financial Group LLC | 240,948 | $8,450 | 12/31/2023 | WTMF | 240,948 | $8,450 | 12/31/2023 | LPL Financial LLC | 200,511 | $7,032 | 12/31/2023 | WTMF | 200,511 | $7,032 | 12/31/2023 | Avestar Capital LLC | 155,864 | $5,466 | 12/31/2023 | WTMF | 155,864 | $5,466 | 12/31/2023 | O Dell Group LLC | 143,040 | $5,016 | 12/31/2023 | WTMF | 143,040 | $5,016 | 12/31/2023 | Wells Fargo & Company MN | 136,839 | $4,799 | 12/31/2023 | WTMF | 136,839 | $4,799 | 12/31/2023 | Efficient Advisors LLC | 96,877 | $3,397 | 12/31/2023 | WTMF | 96,877 | $3,397 | 12/31/2023 | Washington Trust Bank | 94,760 | $3,323 | 12/31/2023 | WTMF | 94,760 | $3,323 | 12/31/2023 | AE Wealth Management LLC | 89,045 | $3,098 | 12/31/2023 | WTMF | 89,045 | $3,098 | 12/31/2023 | Betterment LLC | 83,399 | $2,925 | 12/31/2023 | WTMF | 83,399 | $2,925 | 12/31/2023 | Austin Wealth Management LLC | 71,028 | $2,579 | 12/31/2023 | WTMF | 71,028 | $2,579 | 12/31/2023 | Envestnet Asset Management Inc. | 73,046 | $2,562 | 12/31/2023 | WTMF | 73,046 | $2,562 | 12/31/2023 | Empirical Asset Management LLC | 71,220 | $2,498 | 12/31/2023 | WTMF | 71,220 | $2,498 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 57,556 | $2,158 | 03/31/2024 | WTMF | 57,556 | $2,158 | 03/31/2024 | IHT Wealth Management LLC | 53,730 | $1,884 | 12/31/2023 | WTMF | 53,730 | $1,884 | 12/31/2023 | Cetera Advisor Networks LLC | 50,311 | $1,764 | 12/31/2023 | WTMF | 50,311 | $1,764 | 12/31/2023 | Comprehensive Wealth Management LLC | 50,164 | $1,759 | 12/31/2023 | WTMF | 50,164 | $1,759 | 12/31/2023 | CIBC World Markets Inc. | 42,048 | $1,475 | 12/31/2023 | WTMF | 42,048 | $1,475 | 12/31/2023 | Twelve Points Wealth Management LLC | 37,658 | $1,412 | 03/31/2024 | WTMF | 37,658 | $1,412 | 03/31/2024 | Comerica Bank | 34,589 | $1,213 | 12/31/2023 | WTMF | 34,589 | $1,213 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 30,113 | $1,129 | 03/31/2024 | WTMF | 30,113 | $1,129 | 03/31/2024 | Private Advisor Group LLC | 31,999 | $1,122 | 12/31/2023 | WTMF | 31,999 | $1,122 | 12/31/2023 | KLR Investment Advisors LLC | 28,991 | $1,067 | 03/31/2024 | WTMF | 28,991 | $1,067 | 03/31/2024 | JPMorgan Chase & Co. | 24,463 | $858 | 12/31/2023 | WTMF | 24,463 | $858 | 12/31/2023 | Strategic Advocates LLC | 19,849 | $744 | 03/31/2024 | WTMF | 19,849 | $744 | 03/31/2024 | My Legacy Advisors LLC | 20,774 | $727 | 12/31/2023 | WTMF | 20,774 | $727 | 12/31/2023 | MML Investors Services LLC | 18,419 | $646 | 12/31/2023 | WTMF | 18,419 | $646 | 12/31/2023 | Cooper Financial Group | 16,906 | $634 | 03/31/2024 | WTMF | 16,906 | $634 | 03/31/2024 | Endowment Wealth Management Inc. | 16,837 | $590 | 12/31/2023 | WTMF | 16,837 | $590 | 12/31/2023 | Kestra Advisory Services LLC | 16,362 | $574 | 12/31/2023 | WTMF | 16,362 | $574 | 12/31/2023 | HighTower Advisors LLC | 13,410 | $472 | 12/31/2023 | WTMF | 13,410 | $472 | 12/31/2023 | Cetera Investment Advisers | 12,202 | $428 | 12/31/2023 | WTMF | 12,202 | $428 | 12/31/2023 | Cardinal Point Capital Management ULC | 10,430 | $391 | 03/31/2024 | WTMF | 10,430 | $391 | 03/31/2024 | Perigon Wealth Management LLC | 10,478 | $367 | 12/31/2023 | WTMF | 10,478 | $367 | 12/31/2023 | Moors & Cabot Inc. | 9,050 | $317 | 12/31/2023 | WTMF | 9,050 | $317 | 12/31/2023 | Fermata Advisors LLC | 6,144 | $230 | 03/31/2024 | WTMF | 6,144 | $230 | 03/31/2024 | Team Financial Group LLC | 6,412 | $225 | 12/31/2023 | WTMF | 6,412 | $225 | 12/31/2023 | Eudaimonia Partners LLC | 5,550 | $208 | 03/31/2024 | WTMF | 5,550 | $208 | 03/31/2024 | Advisor Group Holdings Inc. | 5,694 | $200 | 12/31/2023 | WTMF | 5,694 | $200 | 12/31/2023 | Royal Bank of Canada | 3,276 | $115 | 12/31/2023 | WTMF | 3,276 | $115 | 12/31/2023 | Harbour Investments Inc. | 2,282 | $80 | 12/31/2023 | WTMF | 2,282 | $80 | 12/31/2023 | Creative Financial Designs Inc. ADV | 1,641 | $58 | 12/31/2023 | WTMF | 1,641 | $58 | 12/31/2023 | UBS Group AG | 1,623 | $57 | 12/31/2023 | WTMF | 1,623 | $57 | 12/31/2023 | Advisors Preferred LLC | 1,351 | $47 | 12/31/2023 | WTMF | 1,351 | $47 | 12/31/2023 | Hexagon Capital Partners LLC | 203 | $8 | 03/31/2024 | WTMF | 203 | $8 | 03/31/2024 | Lee Financial Co | 65 | $2 | 12/31/2023 | WTMF | 65 | $2 | 12/31/2023 | Smartleaf Asset Management LLC | 58 | $2 | 12/31/2023 | WTMF | 58 | $2 | 12/31/2023 | Global Retirement Partners LLC | 39 | $1 | 03/31/2024 | WTMF | 39 | $1 | 03/31/2024 | Huntington National Bank | 1 | $0 | 12/31/2023 | WTMF | 1 | $0 | 12/31/2023 | FMR LLC | 1 | $0 | 12/31/2023 | WTMF | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | WTMF | 0 | $0 | 12/31/2023 | National Bank of Canada FI | 10 | $0 | 12/31/2023 | WTMF | 10 | $0 | 12/31/2023 | Archer Investment Corp | 8 | $0 | 12/31/2023 | WTMF | 8 | $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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