Signals

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☆WTMF

69 in-universe funds with a nonzero position in WTMF within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22641
Score / z0.000 / -0.02
Consensus21.15 over 40 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 37.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 17.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆O'Dell Group, LLC CIK 0001742569 0.731 42 11.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 9.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centric Wealth Management CIK 0001752761 0.253 209 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just WTMF). Qtrs Held counts distinct quarters this fund has actually held WTMF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WTMF position size. Δ columns are the percentage-point change in WTMF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status