WCMI

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$18.51

-0.23 (-1.25%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding WCMI · 2026-Q1 methodology → sources →

172 holders

% of shares outstanding held

—

Shares held (13F)

54,970,685

Reporting holders

172

Top holders

largest 100 of 172 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	6,042,7846.0M	$101M	—	ADD 66%
2	Fiduciary Trust Co	3,691,5323.7M	$62M	—	ADD 34%
3	RAYMOND JAMES FINANCIAL INC	3,662,1713.7M	$61M	—	ADD 13%
4	Bank of New York Mellon Corp	2,737,7392.7M	$46M	—	ADD 12%
5	ROYAL BANK OF CANADA	2,445,0532.4M	$41M	—	ADD 111%
6	Koshinski Asset Management, Inc.	1,888,5751.9M	$32M	—	ADD 20%
7	NewEdge Advisors, LLC	1,079,0971.1M	$26M	—	TRIM -51%
8	KINTRA WEALTH, LLC	1,550,1901.6M	$26M	—	—
9	CWM, LLC	1,540,5001.5M	$26M	—	ADD 14%
10	Janney Montgomery Scott LLC	1,448,4251.4M	$24M	—	ADD 229%
11	ENVESTNET ASSET MANAGEMENT INC	1,334,5751.3M	$22M	—	ADD 352%
12	Ferguson Shapiro LLC	1,213,4031.2M	$20M	—	ADD 61%
13	Prism Advisors, Inc.	1,143,7751.1M	$19M	—	—
14	Mariner, LLC	1,055,0541.1M	$18M	—	ADD 76%
15	HighTower Advisors, LLC	1,050,5461.1M	$18M	—	ADD 68%
16	Rockefeller Capital Management L.P.	992,962992,962	$17M	—	ADD 41%
17	NewEdge Wealth, LLC	920,327920,327	$15M	—	TRIM -4%
18	Independent Advisor Alliance	905,626905,626	$15M	—	ADD 7062%
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	872,126872,126	$15M	—	TRIM -26%
20	Berger Financial Group, Inc	785,931785,931	$13M	—	NEW
21	Beaumont Financial Advisors, LLC	767,260767,260	$13M	—	—
22	Parallel Advisors, LLC	744,598744,598	$12M	—	ADD 12043%
23	STIFEL FINANCIAL CORP	728,925728,925	$12M	—	ADD 16%
24	IFP Advisors, Inc	603,202603,202	$10M	—	TRIM -2%
25	Commonwealth Financial Services, LLC	593,138593,138	$10M	—	ADD 9%
26	Capital Investment Counsel, LLC	585,179585,179	$10M	—	ADD 5%
27	Cetera Investment Advisers	579,294579,294	$10M	—	TRIM -3%
28	COMMONWEALTH EQUITY SERVICES, LLC	574,253574,253	$10M	—	ADD 3%
29	Arax Advisory Partners	556,185556,185	$9M	—	ADD 4%
30	Kestra Advisory Services, LLC	525,759525,759	$9M	—	ADD 12%
31	OSAIC HOLDINGS, INC.	521,468521,468	$9M	—	ADD 50%
32	AXXCESS WEALTH MANAGEMENT, LLC	488,668488,668	$8M	—	ADD 8%
33	Mach-1 Financial Group, LLC	477,330477,330	$8M	—	NEW
34	Steward Partners Investment Advisory, LLC	413,413413,413	$7M	—	ADD 2709%
35	Prospera Financial Services Inc	402,722402,722	$7M	—	TRIM -3%
36	Oxford Wealth Group, LLC	351,361351,361	$6M	—	NEW
37	Meridian Wealth Management, LLC	338,985338,985	$6M	—	ADD 5%
38	Cullen/Frost Bankers, Inc.	325,997325,997	$5M	—	ADD 11180%
39	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	321,391321,391	$5M	—	NEW
40	Dynamic Advisor Solutions LLC	318,967318,967	$5M	—	—
41	Cambridge Investment Research Advisors, Inc.	291,069291,069	$5M	—	ADD 317%
42	HARBOUR INVESTMENTS, INC.	289,648289,648	$5M	—	ADD 44%
43	Chris Bulman Inc	287,768287,768	$5M	—	NEW
44	Philip James Wealth Mangement, LLC	282,272282,272	$5M	—	TRIM -29%
45	Farther Finance Advisors, LLC	272,621272,621	$5M	—	ADD 69%
46	Uniting Wealth Partners, LLC	266,264266,264	$4M	—	NEW
47	&PARTNERS	241,558241,558	$4M	—	NEW
48	Mutual Advisors, LLC	233,266233,266	$4M	—	—
49	VestGen Advisors, LLC	210,753210,753	$4M	—	NEW
50	Brookstone Capital Management	223,634223,634	$4M	—	NEW
51	Private Wealth Asset Management, LLC	217,385217,385	$4M	—	ADD 76%
52	LINCOLN CAPITAL CORP	200,180200,180	$3M	—	NEW
53	Pathstone Holdings, LLC	197,472197,472	$3M	—	NEW
54	MGO ONE SEVEN LLC	197,248197,248	$3M	—	ADD 148%
55	SUSQUEHANNA INTERNATIONAL GROUP, LLP	166,897166,897	$3M	—	ADD 45%
56	DAYMARK WEALTH PARTNERS, LLC	161,110161,110	$3M	—	ADD 11%
57	First National Trust Co	158,331158,331	$3M	—	TRIM -63%
58	AlTi Global, Inc.	153,371153,371	$3M	—	ADD 12%
59	INSPIRION WEALTH ADVISORS, LLC	145,654145,654	$2M	—	ADD 402%
60	Symphony Financial, Ltd. Co.	143,381143,381	$2M	—	ADD 15%
61	Ascentis Independent Advisors	133,421133,421	$2M	—	ADD 125%
62	WESPAC Advisors SoCal, LLC	130,352130,352	$2M	—	TRIM -82%
63	Blackhawk Capital Partners, LLC	130,150130,150	$2M	—	ADD 24%
64	Sanctuary Advisors, LLC	121,366121,366	$2M	—	ADD 157%
65	Golden State Wealth Management, LLC	106,056106,056	$2M	—	TRIM -28%
66	EASTERN BANK	104,017104,017	$2M	—	—
67	MML INVESTORS SERVICES, LLC	101,494101,494	$2M	—	ADD 170%
68	Spire Wealth Management	100,874100,874	$2M	—	NEW
69	LEIGH BALDWIN & CO., LLC	100,265100,265	$2M	—	NEW
70	PSI Advisors, LLC	97,47097,470	$2M	—	NEW
71	Advyzon Investment Management, LLC	91,54991,549	$2M	—	ADD 2%
72	Boyer Financial Services, Inc.	91,23691,236	$2M	—	ADD 34%
73	Apollon Wealth Management, LLC	83,94983,949	$1M	—	ADD 34%
74	Concurrent Investment Advisors, LLC	79,82379,823	$1M	—	TRIM -27%
75	Legacy Capital Wealth Partners, LLC	79,49779,497	$1M	—	NEW
76	FLPUTNAM INVESTMENT MANAGEMENT CO	78,78378,783	$1M	—	TRIM -2%
77	Legacy Wealth Managment, LLC/ID	75,40575,405	$1M	—	NEW
78	Commerce Advisors, LLC	74,78774,787	$1M	—	NEW
79	HBW ADVISORY SERVICES LLC	74,63974,639	$1M	—	ADD 15%
80	Foundations Investment Advisors, LLC	72,76572,765	$1M	—	NEW
81	INDEPENDENT FINANCIAL GROUP, LLC	70,93770,937	$1M	—	ADD 52%
82	Wealthcare Advisory Partners LLC	70,75070,750	$1M	—	ADD 19%
83	Cambridge Advisors Inc.	70,50970,509	$1M	—	ADD 3%
84	Ducere Wealth Management LLC	69,67969,679	$1M	—	—
85	Triumph Capital Management	65,00065,000	$1M	—	—
86	Private Advisor Group, LLC	64,64264,642	$1M	—	NEW
87	WORLD EQUITY GROUP, INC.	64,12664,126	$1M	—	—
88	Garden State Investment Advisory Services LLC	60,10660,106	$1M	—	ADD 85%
89	Boyce & Associates Wealth Consulting, Inc.	58,45358,453	$980,258	—	ADD 82%
90	Advisory Services Network, LLC	56,76556,765	$951,949	—	NEW
91	Wisconsin Wealth Advisors, LLC	54,88354,883	$920,395	—	ADD 3%
92	GTS SECURITIES LLC	54,35454,354	$911,517	—	NEW
93	Meadow Creek Wealth Advisors LLC	53,17153,171	$891,678	—	ADD 107%
94	CAPTRUST FINANCIAL ADVISORS	48,24648,246	$809,085	—	—
95	Waverly Advisors, LLC	47,84947,849	$802,424	—	ADD 11%
96	Advisor OS, LLC	46,48946,489	$779,618	—	ADD 28%
97	American Institute for Advanced Investment Management, LLP	45,08845,088	$756,134	—	ADD 3%
98	BARRETT & COMPANY, INC.	44,30744,307	$743,028	—	ADD 23%
99	Fifth Third Securities, Inc.	39,33839,338	$659,698	—	TRIM -3%
100	RPS ADVISORY SOLUTIONS LLC	38,33038,330	$642,794	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

69K

1.6M

2.3M

3.1M

3.6M

6.0M

$101M

Fiduciary Trust Co

—

2.2M

2.8M

3.7M

$62M

RAYMOND JAMES FINANCIAL INC

—

169K

1.5M

1.8M

3.2M

3.7M

$61M

Bank of New York Mellon Corp

—

2.5M

2.7M

$46M

ROYAL BANK OF CANADA

—

1.2M

749K

1.2M

2.4M

$41M

Koshinski Asset Management, Inc.

18K

25K

30K

1.6M

1.9M

$32M

NewEdge Advisors, LLC

—

131K

2.1M

2.2M

1.1M

$26M

KINTRA WEALTH, LLC

—

1.5M

1.6M

$26M

CWM, LLC

—

1.1M

1.2M

1.3M

1.4M

1.5M

$26M

Janney Montgomery Scott LLC

193K

223K

289K

382K

440K

1.4M

$24M

ENVESTNET ASSET MANAGEMENT INC

—

65K

139K

295K

1.3M

$22M

Ferguson Shapiro LLC

—

752K

1.2M

$20M

Prism Advisors, Inc.

—

1.2M

1.1M

$19M

Mariner, LLC

—

15K

446K

601K

1.1M

$18M

HighTower Advisors, LLC

—

324K

357K

516K

627K

1.1M

$18M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	172	54,970,685	—	$931M
2025-Q4	124	40,428,864	—	$689M
2025-Q3	100	27,648,023	—	$484M
2025-Q2	78	16,068,651	—	$255M
2025-Q1	42	5,658,477	—	$80M
2024-Q4	19	1,897,465	—	$25M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding WCMI · 2026-Q1 methodology → sources →

172 holders

% of shares outstanding held

—

Shares held (13F)

54,970,685

Reporting holders

172

Top holders

largest 100 of 172 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	6,042,7846.0M	$101M	—	ADD 66%
2	Fiduciary Trust Co	3,691,5323.7M	$62M	—	ADD 34%
3	RAYMOND JAMES FINANCIAL INC	3,662,1713.7M	$61M	—	ADD 13%
4	Bank of New York Mellon Corp	2,737,7392.7M	$46M	—	ADD 12%
5	ROYAL BANK OF CANADA	2,445,0532.4M	$41M	—	ADD 111%
6	Koshinski Asset Management, Inc.	1,888,5751.9M	$32M	—	ADD 20%
7	NewEdge Advisors, LLC	1,079,0971.1M	$26M	—	TRIM -51%
8	KINTRA WEALTH, LLC	1,550,1901.6M	$26M	—	—
9	CWM, LLC	1,540,5001.5M	$26M	—	ADD 14%
10	Janney Montgomery Scott LLC	1,448,4251.4M	$24M	—	ADD 229%
11	ENVESTNET ASSET MANAGEMENT INC	1,334,5751.3M	$22M	—	ADD 352%
12	Ferguson Shapiro LLC	1,213,4031.2M	$20M	—	ADD 61%
13	Prism Advisors, Inc.	1,143,7751.1M	$19M	—	—
14	Mariner, LLC	1,055,0541.1M	$18M	—	ADD 76%
15	HighTower Advisors, LLC	1,050,5461.1M	$18M	—	ADD 68%
16	Rockefeller Capital Management L.P.	992,962992,962	$17M	—	ADD 41%
17	NewEdge Wealth, LLC	920,327920,327	$15M	—	TRIM -4%
18	Independent Advisor Alliance	905,626905,626	$15M	—	ADD 7062%
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	872,126872,126	$15M	—	TRIM -26%
20	Berger Financial Group, Inc	785,931785,931	$13M	—	NEW
21	Beaumont Financial Advisors, LLC	767,260767,260	$13M	—	—
22	Parallel Advisors, LLC	744,598744,598	$12M	—	ADD 12043%
23	STIFEL FINANCIAL CORP	728,925728,925	$12M	—	ADD 16%
24	IFP Advisors, Inc	603,202603,202	$10M	—	TRIM -2%
25	Commonwealth Financial Services, LLC	593,138593,138	$10M	—	ADD 9%
26	Capital Investment Counsel, LLC	585,179585,179	$10M	—	ADD 5%
27	Cetera Investment Advisers	579,294579,294	$10M	—	TRIM -3%
28	COMMONWEALTH EQUITY SERVICES, LLC	574,253574,253	$10M	—	ADD 3%
29	Arax Advisory Partners	556,185556,185	$9M	—	ADD 4%
30	Kestra Advisory Services, LLC	525,759525,759	$9M	—	ADD 12%
31	OSAIC HOLDINGS, INC.	521,468521,468	$9M	—	ADD 50%
32	AXXCESS WEALTH MANAGEMENT, LLC	488,668488,668	$8M	—	ADD 8%
33	Mach-1 Financial Group, LLC	477,330477,330	$8M	—	NEW
34	Steward Partners Investment Advisory, LLC	413,413413,413	$7M	—	ADD 2709%
35	Prospera Financial Services Inc	402,722402,722	$7M	—	TRIM -3%
36	Oxford Wealth Group, LLC	351,361351,361	$6M	—	NEW
37	Meridian Wealth Management, LLC	338,985338,985	$6M	—	ADD 5%
38	Cullen/Frost Bankers, Inc.	325,997325,997	$5M	—	ADD 11180%
39	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	321,391321,391	$5M	—	NEW
40	Dynamic Advisor Solutions LLC	318,967318,967	$5M	—	—
41	Cambridge Investment Research Advisors, Inc.	291,069291,069	$5M	—	ADD 317%
42	HARBOUR INVESTMENTS, INC.	289,648289,648	$5M	—	ADD 44%
43	Chris Bulman Inc	287,768287,768	$5M	—	NEW
44	Philip James Wealth Mangement, LLC	282,272282,272	$5M	—	TRIM -29%
45	Farther Finance Advisors, LLC	272,621272,621	$5M	—	ADD 69%
46	Uniting Wealth Partners, LLC	266,264266,264	$4M	—	NEW
47	&PARTNERS	241,558241,558	$4M	—	NEW
48	Mutual Advisors, LLC	233,266233,266	$4M	—	—
49	VestGen Advisors, LLC	210,753210,753	$4M	—	NEW
50	Brookstone Capital Management	223,634223,634	$4M	—	NEW
51	Private Wealth Asset Management, LLC	217,385217,385	$4M	—	ADD 76%
52	LINCOLN CAPITAL CORP	200,180200,180	$3M	—	NEW
53	Pathstone Holdings, LLC	197,472197,472	$3M	—	NEW
54	MGO ONE SEVEN LLC	197,248197,248	$3M	—	ADD 148%
55	SUSQUEHANNA INTERNATIONAL GROUP, LLP	166,897166,897	$3M	—	ADD 45%
56	DAYMARK WEALTH PARTNERS, LLC	161,110161,110	$3M	—	ADD 11%
57	First National Trust Co	158,331158,331	$3M	—	TRIM -63%
58	AlTi Global, Inc.	153,371153,371	$3M	—	ADD 12%
59	INSPIRION WEALTH ADVISORS, LLC	145,654145,654	$2M	—	ADD 402%
60	Symphony Financial, Ltd. Co.	143,381143,381	$2M	—	ADD 15%
61	Ascentis Independent Advisors	133,421133,421	$2M	—	ADD 125%
62	WESPAC Advisors SoCal, LLC	130,352130,352	$2M	—	TRIM -82%
63	Blackhawk Capital Partners, LLC	130,150130,150	$2M	—	ADD 24%
64	Sanctuary Advisors, LLC	121,366121,366	$2M	—	ADD 157%
65	Golden State Wealth Management, LLC	106,056106,056	$2M	—	TRIM -28%
66	EASTERN BANK	104,017104,017	$2M	—	—
67	MML INVESTORS SERVICES, LLC	101,494101,494	$2M	—	ADD 170%
68	Spire Wealth Management	100,874100,874	$2M	—	NEW
69	LEIGH BALDWIN & CO., LLC	100,265100,265	$2M	—	NEW
70	PSI Advisors, LLC	97,47097,470	$2M	—	NEW
71	Advyzon Investment Management, LLC	91,54991,549	$2M	—	ADD 2%
72	Boyer Financial Services, Inc.	91,23691,236	$2M	—	ADD 34%
73	Apollon Wealth Management, LLC	83,94983,949	$1M	—	ADD 34%
74	Concurrent Investment Advisors, LLC	79,82379,823	$1M	—	TRIM -27%
75	Legacy Capital Wealth Partners, LLC	79,49779,497	$1M	—	NEW
76	FLPUTNAM INVESTMENT MANAGEMENT CO	78,78378,783	$1M	—	TRIM -2%
77	Legacy Wealth Managment, LLC/ID	75,40575,405	$1M	—	NEW
78	Commerce Advisors, LLC	74,78774,787	$1M	—	NEW
79	HBW ADVISORY SERVICES LLC	74,63974,639	$1M	—	ADD 15%
80	Foundations Investment Advisors, LLC	72,76572,765	$1M	—	NEW
81	INDEPENDENT FINANCIAL GROUP, LLC	70,93770,937	$1M	—	ADD 52%
82	Wealthcare Advisory Partners LLC	70,75070,750	$1M	—	ADD 19%
83	Cambridge Advisors Inc.	70,50970,509	$1M	—	ADD 3%
84	Ducere Wealth Management LLC	69,67969,679	$1M	—	—
85	Triumph Capital Management	65,00065,000	$1M	—	—
86	Private Advisor Group, LLC	64,64264,642	$1M	—	NEW
87	WORLD EQUITY GROUP, INC.	64,12664,126	$1M	—	—
88	Garden State Investment Advisory Services LLC	60,10660,106	$1M	—	ADD 85%
89	Boyce & Associates Wealth Consulting, Inc.	58,45358,453	$980,258	—	ADD 82%
90	Advisory Services Network, LLC	56,76556,765	$951,949	—	NEW
91	Wisconsin Wealth Advisors, LLC	54,88354,883	$920,395	—	ADD 3%
92	GTS SECURITIES LLC	54,35454,354	$911,517	—	NEW
93	Meadow Creek Wealth Advisors LLC	53,17153,171	$891,678	—	ADD 107%
94	CAPTRUST FINANCIAL ADVISORS	48,24648,246	$809,085	—	—
95	Waverly Advisors, LLC	47,84947,849	$802,424	—	ADD 11%
96	Advisor OS, LLC	46,48946,489	$779,618	—	ADD 28%
97	American Institute for Advanced Investment Management, LLP	45,08845,088	$756,134	—	ADD 3%
98	BARRETT & COMPANY, INC.	44,30744,307	$743,028	—	ADD 23%
99	Fifth Third Securities, Inc.	39,33839,338	$659,698	—	TRIM -3%
100	RPS ADVISORY SOLUTIONS LLC	38,33038,330	$642,794	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

69K

1.6M

2.3M

3.1M

3.6M

6.0M

$101M

Fiduciary Trust Co

—

2.2M

2.8M

3.7M

$62M

RAYMOND JAMES FINANCIAL INC

—

169K

1.5M

1.8M

3.2M

3.7M

$61M

Bank of New York Mellon Corp

—

2.5M

2.7M

$46M

ROYAL BANK OF CANADA

—

1.2M

749K

1.2M

2.4M

$41M

Koshinski Asset Management, Inc.

18K

25K

30K

1.6M

1.9M

$32M

NewEdge Advisors, LLC

—

131K

2.1M

2.2M

1.1M

$26M

KINTRA WEALTH, LLC

—

1.5M

1.6M

$26M

CWM, LLC

—

1.1M

1.2M

1.3M

1.4M

1.5M

$26M

Janney Montgomery Scott LLC

193K

223K

289K

382K

440K

1.4M

$24M

ENVESTNET ASSET MANAGEMENT INC

—

65K

139K

295K

1.3M

$22M

Ferguson Shapiro LLC

—

752K

1.2M

$20M

Prism Advisors, Inc.

—

1.2M

1.1M

$19M

Mariner, LLC

—

15K

446K

601K

1.1M

$18M

HighTower Advisors, LLC

—

324K

357K

516K

627K

1.1M

$18M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	172	54,970,685	—	$931M
2025-Q4	124	40,428,864	—	$689M
2025-Q3	100	27,648,023	—	$484M
2025-Q2	78	16,068,651	—	$255M
2025-Q1	42	5,658,477	—	$80M
2024-Q4	19	1,897,465	—	$25M

Short interest has its own tab now — open SI →

WCMI☆

Institutional ownership· 13F filers holding WCMI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding WCMI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

WCMI