Institutional Owners for WTM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | COM | 151 | $1,296,763 | 867 | 0.00 | 867 | +Inf | 09-30-2023 | |
| CAPTRUST FINANCIAL ADVISORS | Stock | 152 | $1,022,098 | 742 | 0.00 | 0.00 | -2 | -0.27 | 03-31-2023 |
| ARIZONA STATE RETIREMENT SYSTEM | COM | 153 | $1,001,404 | 721 | 0.00 | 0.00 | -25 | -3.35 | 06-30-2023 |
| ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.11 | 714 | +Inf | 12-31-2023 |
