AI Holders Summary · Q1 2026

16 institutions reported WTRE in Q1 2026. LPL Financial LLC leads at 29.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$869K40K0.00%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$633K29K0.00%Q1 2026 03

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$467K22K0.00%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$397K18K0.00%Q1 2026 05

AE Wealth Management LLC

CIK 0001697723

$298K14K0.00%Q1 2026 06

JTC Employer Solutions Trustee Ltd

CIK 0001875645

$126K6K0.01%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$59K3K0.00%Q1 2026 08

OSAIC HOLDINGS, INC.

CIK 0001677044

$30K1K0.00%Q1 2026 09

Farther Finance Advisors, LLC

CIK 0001992825

$24K1K0.00%Q1 2026 10

Murphy & Mullick Capital Management Corp

CIK 0002047271

$23K1K0.02%Q1 2026 11

CWM, LLC

CIK 0001535847

$8K3870.00%Q1 2026 12

Geneos Wealth Management Inc.

CIK 0001764754

$2K1020.00%Q1 2026 13

Glen Eagle Advisors, LLC

CIK 0002029317

$2K1000.00%Q1 2026 14

Advisory Services Network, LLC

CIK 0001573876

$1K510.00%Q1 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2110.00%Q1 2026 16

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025