目前共有 15 家机构持有 WCPB，以下按持股市值由高至低排序。
| 主要持有机构 | 总市值 | 平均占比 |
|---|---|---|
| New Perspectives, Inc | US$7250.5万 | 25.11% |
| SMI Advisory Services, LLC | US$2061.6万 | 3.40% |
| Clear Trail Advisors, LLC | US$1474.2万 | 2.45% |
| PFW Advisors LLC | US$841.5万 | 2.65% |
| STAPP WEALTH MANAGEMENT, PLLC | US$812.1万 | 10.37% |
| LexAurum Advisors, LLC | US$487.9万 | 0.63% |
| Farther Finance Advisors, LLC | US$456.2万 | 0.04% |
| Sigma Planning Corp | US$327.9万 | 0.09% |
| RAINIER FAMILY WEALTH INC | US$211.2万 | 1.42% |
| HighTower Advisors, LLC | US$159.2万 | 0.00% |
| GOLDMAN SACHS GROUP INC | US$146.7万 | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | US$35.9万 | 0.04% |
| Trademark Financial Management, LLC | US$33.1万 | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | US$32.2万 | 0.00% |
| Brookwood Investment Group LLC | US$23.4万 | 0.03% |