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There is a long list of 77 institutional holders of WTMF 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 WTMF by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-WTMF table below,
the initial column indicates the name of each top institutional holder of WTMF, with a link to that fund's top holdings. The next columns
indicate the amount of WTMF stock held by each of the institutional holders of WTMF, followed by the WTMF 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 |
|---|
 Morgan Stanley | 1,130,590 | $42,985 | 12/31/2025 | | WTMF | 1,130,590 | $42,985 | 12/31/2025 | | Resources Investment Advisors LLC. | 462,241 | $17,574 | 12/31/2025 | | WTMF | 462,241 | $17,574 | 12/31/2025 | | LPL Financial LLC | 450,357 | $17,123 | 12/31/2025 | | WTMF | 450,357 | $17,123 | 12/31/2025 | | O Dell Group LLC | 319,746 | $12,114 | 09/30/2025 | | WTMF | 319,746 | $12,114 | 09/30/2025 | | Stewardship Advisors LLC | 279,662 | $10,633 | 12/31/2025 | | WTMF | 279,662 | $10,633 | 12/31/2025 | | Cetera Investment Advisers | 262,733 | $9,989 | 12/31/2025 | | WTMF | 262,733 | $9,989 | 12/31/2025 | | Capital Performance Advisors LLP | 261,688 | $9,949 | 12/31/2025 | | WTMF | 261,688 | $9,949 | 12/31/2025 | | Tidemark LLC | 250,990 | $9,543 | 12/31/2025 | | WTMF | 250,990 | $9,543 | 12/31/2025 | | Avestar Capital LLC | 129,203 | $4,912 | 12/31/2025 | | WTMF | 129,203 | $4,912 | 12/31/2025 | | Raymond James Financial Inc. | 62,973 | $2,394 | 12/31/2025 | | WTMF | 62,973 | $2,394 | 12/31/2025 | | Arkadios Wealth Advisors | 59,920 | $2,278 | 12/31/2025 | | WTMF | 59,920 | $2,278 | 12/31/2025 | | Envestnet Asset Management Inc. | 59,593 | $2,266 | 12/31/2025 | | WTMF | 59,593 | $2,266 | 12/31/2025 | | Vestmark Advisory Solutions Inc. | 47,580 | $1,809 | 12/31/2025 | | WTMF | 47,580 | $1,809 | 12/31/2025 | | Wells Fargo & Company MN | 40,144 | $1,526 | 12/31/2025 | | WTMF | 40,144 | $1,526 | 12/31/2025 | | Ethos Financial Group LLC | 39,714 | $1,510 | 12/31/2025 | | WTMF | 39,714 | $1,510 | 12/31/2025 | | Advisor Group Holdings Inc. | 36,134 | $1,374 | 12/31/2025 | | WTMF | 36,134 | $1,374 | 12/31/2025 | | Efficient Advisors LLC | 34,820 | $1,324 | 12/31/2025 | | WTMF | 34,820 | $1,324 | 12/31/2025 | | Columbus Macro LLC | 33,916 | $1,289 | 12/31/2025 | | WTMF | 33,916 | $1,289 | 12/31/2025 | | Asset Allocation Strategies LLC | 30,841 | $1,173 | 12/31/2025 | | WTMF | 30,841 | $1,173 | 12/31/2025 | | Comprehensive Wealth Management LLC | 26,760 | $1,017 | 12/31/2025 | | WTMF | 26,760 | $1,017 | 12/31/2025 | | Kestra Advisory Services LLC | 26,053 | $991 | 12/31/2025 | | WTMF | 26,053 | $991 | 12/31/2025 | | Kingswood Wealth Advisors LLC | 25,922 | $986 | 12/31/2025 | | WTMF | 25,922 | $986 | 12/31/2025 | | Private Advisor Group LLC | 23,720 | $902 | 12/31/2025 | | WTMF | 23,720 | $902 | 12/31/2025 | | Global Wealth Management Investment Advisory Inc. | 22,612 | $860 | 12/31/2025 | | WTMF | 22,612 | $860 | 12/31/2025 | | Cambridge Investment Research Advisors Inc. | 21,449 | $815 | 12/31/2025 | | WTMF | 21,449 | $815 | 12/31/2025 | | Empirical Asset Management LLC | 17,735 | $674 | 12/31/2025 | | WTMF | 17,735 | $674 | 12/31/2025 | | JPMorgan Chase & Co. | 17,697 | $673 | 12/31/2025 | | WTMF | 17,697 | $673 | 12/31/2025 | | Endowment Wealth Management Inc. | 17,465 | $664 | 12/31/2025 | | WTMF | 17,465 | $664 | 12/31/2025 | | Sequent Planning LLC | 17,372 | $660 | 12/31/2025 | | WTMF | 17,372 | $660 | 12/31/2025 | | Cooper Financial Group | 16,273 | $619 | 12/31/2025 | | WTMF | 16,273 | $619 | 12/31/2025 | | Stifel Financial Corp | 16,179 | $615 | 12/31/2025 | | WTMF | 16,179 | $615 | 12/31/2025 | | Advisor Resource Council | 15,476 | $598 | 12/31/2025 | | WTMF | 15,476 | $598 | 12/31/2025 | | Axis Wealth Partners LLC | 15,486 | $589 | 12/31/2025 | | WTMF | 15,486 | $589 | 12/31/2025 | | Strategic Wealth Partners Ltd. | 15,448 | $585 | 09/30/2025 | | WTMF | 15,448 | $585 | 09/30/2025 | | CSS LLC IL | 15,150 | $576 | 12/31/2025 | | WTMF | 15,150 | $576 | 12/31/2025 | | Harbour Investments Inc. | 14,929 | $568 | 12/31/2025 | | WTMF | 14,929 | $568 | 12/31/2025 | | Austin Wealth Management LLC | 14,578 | $563 | 12/31/2025 | | WTMF | 14,578 | $563 | 12/31/2025 | | PAX Financial Group LLC | 14,169 | $539 | 12/31/2025 | | WTMF | 14,169 | $539 | 12/31/2025 | | Jane Street Group LLC | 13,916 | $529 | 12/31/2025 | | WTMF | 13,916 | $529 | 12/31/2025 | | VestGen Advisors LLC | 13,581 | $516 | 12/31/2025 | | WTMF | 13,581 | $516 | 12/31/2025 | | Washington Trust Bank | 12,981 | $494 | 12/31/2025 | | WTMF | 12,981 | $494 | 12/31/2025 | | Discipline Wealth Solutions LLC | 11,914 | $453 | 12/31/2025 | | WTMF | 11,914 | $453 | 12/31/2025 | | REAP Financial Group LLC | 11,332 | $431 | 12/31/2025 | | WTMF | 11,332 | $431 | 12/31/2025 | | Wiley BROS. Aintree Capital LLC | 11,336 | $425 | 12/31/2025 | | WTMF | 11,336 | $425 | 12/31/2025 | | Entelevest LLC | 9,798 | $373 | 12/31/2025 | | WTMF | 9,798 | $373 | 12/31/2025 | | Centric Wealth Management | 9,553 | $369 | 12/31/2025 | | WTMF | 9,553 | $369 | 12/31/2025 | | Alteri Wealth LLC | 9,481 | $360 | 12/31/2025 | | WTMF | 9,481 | $360 | 12/31/2025 | | Howard Bailey Securities LLC | 9,210 | $350 | 12/31/2025 | | WTMF | 9,210 | $350 | 12/31/2025 | | Sowell Financial Services LLC | 7,781 | $296 | 12/31/2025 | | WTMF | 7,781 | $296 | 12/31/2025 | | Invenio Wealth Partners LLC | 7,621 | $290 | 12/31/2025 | | WTMF | 7,621 | $290 | 12/31/2025 |
See All: Funds Holding WTMF
See Details: Top 10 Hedge Funds Holding WTMF
Also See: WTMF Holdings Changes
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