Institutional Owners for WTM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KULA INVESTMENTS LLC | COM | 201 | $533,089 | 387 | 0.00 | 387 | +Inf | 03-31-2023 | |
| CRESSET ASSET MANAGEMENT LLC | COM | 202 | $536,123 | 386 | 0.00 | 386 | +Inf | 06-30-2023 | |
| PNC FINANCIAL SERVICES GROUP INC | COM | 203 | $692,601 | 386 | 0.00 | 0.00 | 1 | 0.26 | 03-31-2024 |
| AE WEALTH MANAGEMENT LLC | COM | 204 | $612,034 | 383 | 0.00 | 0.00 | 8 | 2.13 | 12-31-2023 |
