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