WTBN Institutional Ownership
Who owns WTBN and what the big funds did with it last quarter, from every SEC 13F filing. 11 funds reported holding WTBN at Jun 30, 2026.
- ▲7 buying vs 5 selling
- ▲Shares held by funds +3.9%
- ▼Funds holding -3
- ●No superinvestor moves
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 11 | 14 | −21.4% |
| In funds' top 10 | 0 | 2 | −100.0% |
| 13F shares | 3.8M | 3.6M | +3.9% |
| Held by funds | – | – | – |
| New positions | 1 | 2 | −50.0% |
| Increased | 6 | 8 | −25.0% |
| Reduced | 2 | 2 | 0.0% |
| Sold out | 3 | 1 | +200.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns WTBN
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds86.6%
- Banks and brokers13.4%
- Pensions, insurers and other0.0%
The top 10 holders own 99.7% of all WTBN shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
8 funds changed their position- Thrivent Financial for LutheransAdded+188K sh
- ForthRight Wealth Management, LLCSold out−13K sh
- Park Edge Advisors, LLCTrimmed−13K sh
- LPL Financial LLCAdded+8,634 sh
- Lionsbridge Wealth Management LLCTrimmed−4,080 sh
🔒 Free account: see all 8.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Thrivent Financial for Lutherans | – | 2.3M | $56.8M | +133K |
| 2 | LPL Financial LLC | – | 426K | $10.7M | +394K |
| 3 | &partners | – | 314K | $7.9M | +17K |
| 4 | Envestnet Asset Management Inc | – | 309K | $7.8M | +17K |
| 5 | Park Edge Advisors, LLC | – | 234K | $5.9M | +6,060 |
| 6 | Lionsbridge Wealth Management LLC | – | 82K | $2.1M | −3,845 |
| 7 | Steward Partners Investment Advisory, LLC | – | 60K | $1.5M | −12K |
| 8 | Royal Bank of Canada | – | 45K | $1.1M | +156 |
| 9 | Hilltop National Bank | – | 23K | $581K | 0 |
| 10 | Raymond James Financial Inc | – | 14K | $340K | 0 |
- LPL Financial LLC+394K sh+$9.9M
- Thrivent Financial for Lutherans+133K sh+$3.4M
- Envestnet Asset Management Inc+17K sh+$439K
- &partners+17K sh+$418K
- ForthRight Wealth Management, LLC+13K sh+$331K
- Park Edge Advisors, LLC+6,060 sh+$152K
- Royal Bank of Canada+156 sh+$4K
- Sanchez Wealth Management Group−174K sh−$4.4M
- Steward Partners Investment Advisory, LLC−12K sh−$311K
- Western Wealth Management, LLC−10K sh−$260K
- Lionsbridge Wealth Management LLC−3,845 sh−$97K
- Sound Income Strategies, LLC−130 sh−$3K
WTBN institutional ownership FAQ
Who owns the most WTBN stock?
In Q2 2026 13F filings the largest holder of WTBN was Thrivent Financial for Lutherans, followed by LPL Financial LLC and &partners. Index fund managers are usually the biggest holders of large companies.
What percentage of WTBN is owned by institutions?
11 funds reported holding 3.8M WTBN shares at Jun 30, 2026.
Are hedge funds buying WTBN?
In Q2 2026, 7 funds bought WTBN (1 of them new positions) and 5 sold (3 sold out completely). Our fund sentiment for WTBN is neutral.
What is WTBN's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this WTBN ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.