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Institutional Holders of WTAI

There is a long list of 71 institutional holders of WTAI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of WTAI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-WTAI table below, the initial column indicates the name of each top institutional holder of WTAI, with a link to that fund's top holdings. The next columns indicate the amount of WTAI stock held by each of the institutional holders of WTAI, followed by the WTAI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Stratos Wealth Partners LTD.809,365$16,811 03/31/2024
     WTAI809,365$16,811 03/31/2024
Kestra Advisory Services LLC626,694$12,966 12/31/2023
     WTAI626,694$12,966 12/31/2023
Advisory Services Network LLC369,093$7,637 12/31/2023
     WTAI369,093$7,637 12/31/2023
Raymond James & Associates287,975$5,981 03/31/2024
     WTAI287,975$5,981 03/31/2024
Susquehanna International Group LLP219,479$4,541 12/31/2023
     WTAI219,479$4,541 12/31/2023
LPL Financial LLC210,808$4,362 12/31/2023
     WTAI210,808$4,362 12/31/2023
Jane Street Group LLC123,966$2,565 12/31/2023
     WTAI123,966$2,565 12/31/2023
Raymond James Financial Services Advisors Inc.121,613$2,526 03/31/2024
     WTAI121,613$2,526 03/31/2024
Prospera Financial Services Inc92,676$1,917 12/31/2023
     WTAI92,676$1,917 12/31/2023
Truist Financial Corp88,827$1,838 12/31/2023
     WTAI88,827$1,838 12/31/2023
Bank of Montreal Can74,683$1,569 12/31/2023
     WTAI74,683$1,569 12/31/2023
Masso Torrence Wealth Management Inc.71,710$1,489 03/31/2024
     WTAI71,710$1,489 03/31/2024
Stifel Financial Corp69,428$1,436 12/31/2023
     WTAI69,428$1,436 12/31/2023
AdvisorNet Financial Inc64,805$1,346 03/31/2024
     WTAI64,805$1,346 03/31/2024
Cambridge Investment Research Advisors Inc.53,822$1,118 03/31/2024
     WTAI53,822$1,118 03/31/2024
Waddell & Associates LLC49,128$1,016 12/31/2023
     WTAI49,128$1,016 12/31/2023
Bank of America Corp DE48,323$1,000 12/31/2023
     WTAI48,323$1,000 12/31/2023
Private Advisor Group LLC37,177$769 12/31/2023
     WTAI37,177$769 12/31/2023
Householder Group Estate & Retirement Specialist LLC36,025$745 12/31/2023
     WTAI36,025$745 12/31/2023
Advisor Group Holdings Inc.33,677$697 12/31/2023
     WTAI33,677$697 12/31/2023
Provident Wealth Management LLC30,049$624 03/31/2024
     WTAI30,049$624 03/31/2024
Cetera Advisors LLC23,577$488 12/31/2023
     WTAI23,577$488 12/31/2023
Belpointe Asset Management LLC22,552$467 12/31/2023
     WTAI22,552$467 12/31/2023
Rockefeller Capital Management L.P.22,321$462 12/31/2023
     WTAI22,321$462 12/31/2023
Kingsview Wealth Management LLC17,497$362 12/31/2023
     WTAI17,497$362 12/31/2023
Fox Hill Wealth Management17,150$356 03/31/2024
     WTAI17,150$356 03/31/2024
Moloney Securities Asset Management LLC16,644$344 12/31/2023
     WTAI16,644$344 12/31/2023
MML Investors Services LLC16,597$343 12/31/2023
     WTAI16,597$343 12/31/2023
Flagship Harbor Advisors LLC15,712$326 03/31/2024
     WTAI15,712$326 03/31/2024
Commonwealth Equity Services LLC15,223$315 12/31/2023
     WTAI15,223$315 12/31/2023
Wealth Alliance Advisory Group LLC10,942$227 03/31/2024
     WTAI10,942$227 03/31/2024
Morris Retirement Advisors LLC10,701$221 12/31/2023
     WTAI10,701$221 12/31/2023
Mariner LLC10,386$215 12/31/2023
     WTAI10,386$215 12/31/2023
Halbert Hargrove Global Advisors LLC10,071$209 03/31/2024
     WTAI10,071$209 03/31/2024
Geneos Wealth Management Inc.9,375$194 12/31/2023
     WTAI9,375$194 12/31/2023
Wellington Shields & Co. LLC8,500$176 12/31/2023
     WTAI8,500$176 12/31/2023
Smartleaf Asset Management LLC6,388$134 12/31/2023
     WTAI6,388$134 12/31/2023
Royal Bank of Canada5,723$118 12/31/2023
     WTAI5,723$118 12/31/2023
Key Financial Inc5,024$104 12/31/2023
     WTAI5,024$104 12/31/2023
Wellington Shields Capital Management LLC4,500$93 12/31/2023
     WTAI4,500$93 12/31/2023
Allworth Financial LP4,021$84 03/31/2024
     WTAI4,021$84 03/31/2024
Steward Partners Investment Advisory LLC3,516$73 12/31/2023
     WTAI3,516$73 12/31/2023
SYM FINANCIAL Corp2,784$58 12/31/2023
     WTAI2,784$58 12/31/2023
Harbour Investments Inc.2,114$44 12/31/2023
     WTAI2,114$44 12/31/2023
First Command Advisory Services Inc.2,000$41 12/31/2023
     WTAI2,000$41 12/31/2023
PSI Advisors LLC1,783$37 03/31/2024
     WTAI1,783$37 03/31/2024
Morgan Stanley1,125$23 12/31/2023
     WTAI1,125$23 12/31/2023
Carmichael Hill & Associates Inc.1,071$22 03/31/2024
     WTAI1,071$22 03/31/2024
Prestige Wealth Management Group LLC1,050$22 12/31/2023
     WTAI1,050$22 12/31/2023
Spire Wealth Management1,000$21 03/31/2024
     WTAI1,000$21 03/31/2024

See All: Funds Holding WTAI
See Details: Top 10 Hedge Funds Holding WTAI
Also See: WTAI Holdings Changes

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