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There is a long list of 73 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 | 1,214,526 | $42,423 | 12/31/2024 | | WTMF | 1,214,526 | $42,423 | 12/31/2024 | | Resources Investment Advisors LLC. | 550,691 | $19,236 | 12/31/2024 | | WTMF | 550,691 | $19,236 | 12/31/2024 | | O Dell Group LLC | 316,637 | $11,060 | 12/31/2024 | | WTMF | 316,637 | $11,060 | 12/31/2024 | | Stewardship Advisors LLC | 230,540 | $8,053 | 12/31/2024 | | WTMF | 230,540 | $8,053 | 12/31/2024 | | Avestar Capital LLC | 172,198 | $6,015 | 12/31/2024 | | WTMF | 172,198 | $6,015 | 12/31/2024 | | LPL Financial LLC | 153,756 | $5,371 | 12/31/2024 | | WTMF | 153,756 | $5,371 | 12/31/2024 | | Wells Fargo & Company MN | 153,267 | $5,354 | 12/31/2024 | | WTMF | 153,267 | $5,354 | 12/31/2024 | | Howard Bailey Securities LLC | 76,348 | $2,667 | 12/31/2024 | | WTMF | 76,348 | $2,667 | 12/31/2024 | | Betterment LLC | 74,212 | $2,592 | 12/31/2024 | | WTMF | 74,212 | $2,592 | 12/31/2024 | | Cambria Investment Management L.P. | 72,931 | $2,547 | 12/31/2024 | | WTMF | 72,931 | $2,547 | 12/31/2024 | | Efficient Advisors LLC | 70,414 | $2,460 | 12/31/2024 | | WTMF | 70,414 | $2,460 | 12/31/2024 | | Washington Trust Bank | 61,823 | $2,159 | 12/31/2024 | | WTMF | 61,823 | $2,159 | 12/31/2024 | | Rockland Trust Co. | 59,001 | $2,061 | 12/31/2024 | | WTMF | 59,001 | $2,061 | 12/31/2024 | | Raymond James Financial Services Advisors Inc. | 57,237 | $2,033 | 09/30/2024 | | WTMF | 57,237 | $2,033 | 09/30/2024 | | Raymond James Financial Inc. | 58,152 | $2,031 | 12/31/2024 | | WTMF | 58,152 | $2,031 | 12/31/2024 | | Cetera Investment Advisers | 55,485 | $1,938 | 12/31/2024 | | WTMF | 55,485 | $1,938 | 12/31/2024 | | Austin Wealth Management LLC | 53,269 | $1,897 | 12/31/2024 | | WTMF | 53,269 | $1,897 | 12/31/2024 | | Comprehensive Wealth Management LLC | 54,211 | $1,894 | 12/31/2024 | | WTMF | 54,211 | $1,894 | 12/31/2024 | | Empirical Asset Management LLC | 50,543 | $1,765 | 12/31/2024 | | WTMF | 50,543 | $1,765 | 12/31/2024 | | IHT Wealth Management LLC | 49,972 | $1,746 | 12/31/2024 | | WTMF | 49,972 | $1,746 | 12/31/2024 | | Asset Allocation Strategies LLC | 45,229 | $1,607 | 09/30/2024 | | WTMF | 45,229 | $1,607 | 09/30/2024 | | Armis Advisers LLC | 45,366 | $1,585 | 12/31/2024 | | WTMF | 45,366 | $1,585 | 12/31/2024 | | Susquehanna International Group LLP | 43,449 | $1,518 | 12/31/2024 | | WTMF | 43,449 | $1,518 | 12/31/2024 | | Jane Street Group LLC | 41,113 | $1,436 | 12/31/2024 | | WTMF | 41,113 | $1,436 | 12/31/2024 | | Strategic Advocates LLC | 31,831 | $1,112 | 12/31/2024 | | WTMF | 31,831 | $1,112 | 12/31/2024 | | Wiley BROS. Aintree Capital LLC | 25,134 | $884 | 12/31/2024 | | WTMF | 25,134 | $884 | 12/31/2024 | | Commonwealth Equity Services LLC | 24,598 | $859 | 12/31/2024 | | WTMF | 24,598 | $859 | 12/31/2024 | | Private Advisor Group LLC | 24,048 | $840 | 12/31/2024 | | WTMF | 24,048 | $840 | 12/31/2024 | | JPMorgan Chase & Co. | 23,145 | $808 | 12/31/2024 | | WTMF | 23,145 | $808 | 12/31/2024 | | Virtu Financial LLC | 19,860 | $694 | 12/31/2024 | | WTMF | 19,860 | $694 | 12/31/2024 | | Kestra Advisory Services LLC | 17,958 | $627 | 12/31/2024 | | WTMF | 17,958 | $627 | 12/31/2024 | | Envestnet Asset Management Inc. | 17,769 | $621 | 12/31/2024 | | WTMF | 17,769 | $621 | 12/31/2024 | | Elios Financial Group Inc. | 17,642 | $616 | 12/31/2024 | | WTMF | 17,642 | $616 | 12/31/2024 | | Wealth Enhancement Advisory Services LLC | 17,542 | $613 | 12/31/2024 | | WTMF | 17,542 | $613 | 12/31/2024 | | Cooper Financial Group | 16,700 | $583 | 12/31/2024 | | WTMF | 16,700 | $583 | 12/31/2024 | | REAP Financial Group LLC | 15,480 | $541 | 12/31/2024 | | WTMF | 15,480 | $541 | 12/31/2024 | | Endowment Wealth Management Inc. | 15,132 | $529 | 12/31/2024 | | WTMF | 15,132 | $529 | 12/31/2024 | | Trajan Wealth LLC | 14,155 | $494 | 12/31/2024 | | WTMF | 14,155 | $494 | 12/31/2024 | | Centric Wealth Management | 13,897 | $485 | 12/31/2024 | | WTMF | 13,897 | $485 | 12/31/2024 | | Ethos Financial Group LLC | 13,639 | $476 | 12/31/2024 | | WTMF | 13,639 | $476 | 12/31/2024 | | Sequent Planning LLC | 13,093 | $457 | 12/31/2024 | | WTMF | 13,093 | $457 | 12/31/2024 | | Invenio Wealth Partners LLC | 12,921 | $451 | 12/31/2024 | | WTMF | 12,921 | $451 | 12/31/2024 | | CSS LLC IL | 10,541 | $368 | 12/31/2024 | | WTMF | 10,541 | $368 | 12/31/2024 | | Entrewealth LLC | 9,906 | $351 | 12/31/2024 | | WTMF | 9,906 | $351 | 12/31/2024 | | Twelve Points Wealth Management LLC | 9,171 | $320 | 12/31/2024 | | WTMF | 9,171 | $320 | 12/31/2024 | | Axis Wealth Partners LLC | 8,643 | $302 | 12/31/2024 | | WTMF | 8,643 | $302 | 12/31/2024 | | Harbour Investments Inc. | 7,897 | $276 | 12/31/2024 | | WTMF | 7,897 | $276 | 12/31/2024 | | PAX Financial Group LLC | 7,771 | $271 | 12/31/2024 | | WTMF | 7,771 | $271 | 12/31/2024 | | Cardinal Point Capital Management ULC | 6,760 | $236 | 12/31/2024 | | WTMF | 6,760 | $236 | 12/31/2024 | | Glass Jacobson Investment Advisors llc | 6,604 | $231 | 12/31/2024 | | WTMF | 6,604 | $231 | 12/31/2024 |
See All: Funds Holding WTMF
See Details: Top 10 Hedge Funds Holding WTMF
Also See: WTMF Holdings Changes
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