89 institutions currently hold WTPI, ranked below by position value.
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| LPL Financial LLC | $53.1M | 0.01% |
| Granite Bay Wealth Management, LLC | $38.4M | 8.17% |
| MORGAN STANLEY | $21.5M | 0.00% |
| CARY STREET PARTNERS FINANCIAL LLC | $10.5M | 0.26% |
| CASTLE WEALTH MANAGEMENT LLC | $8.8M | 2.85% |
| WealthPlan Investment Management, LLC | $7.8M | 0.44% |
| RAYMOND JAMES FINANCIAL INC | $7.7M | 0.00% |
| Solutions 4 Wealth, Ltd | $6.3M | 9.45% |
| $6.0M | 0.01% | |
| $5.3M | 0.77% | |
| $5.1M | 2.20% | |
| $4.5M | 0.02% | |
| $4.0M | 0.08% | |
| $3.7M | 0.00% | |
| $3.7M | 0.61% | |
| $3.7M | 0.36% | |
| $3.6M | 0.31% | |
| $2.4M | 0.00% | |
| $1.9M | 0.12% | |
| $1.8M | 0.08% | |
| $1.7M | 0.44% | |
| $1.7M | 0.00% | |
| $1.6M | 0.00% | |
| $1.6M | 0.12% | |
| $1.6M | 0.00% | |
| $1.6M | 0.63% | |
| $1.5M | 0.00% | |
| $1.5M | 0.00% | |
| $1.4M | 0.01% | |
| $1.3M | 0.06% | |
| $1.2M | 0.02% | |
| $1.1M | 0.00% | |
| $1.1M | 0.28% | |
| $1.1M | 0.00% | |
| $1.0M | 0.00% | |
| $958.9K | 0.35% | |
| $846.6K | 0.02% | |
| $757.2K | 0.00% | |
| $706.7K | 0.00% | |
| $690.3K | 0.01% | |
| $641.3K | 0.03% | |
| $570.1K | 0.11% | |
| $569.5K | 0.02% | |
| $560.8K | 0.10% | |
| $504.8K | 0.02% | |
| $494.7K | 0.07% | |
| $484.0K | 0.63% | |
| $451.0K | 0.01% | |
| $385.0K | 0.00% | |
| $358.1K | 0.01% | |
| $340.4K | 0.03% | |
| $332.0K | 0.00% | |
| $303.2K | 0.09% | |
| $280.6K | 0.18% | |
| $266.3K | 0.09% | |
| $263.6K | 0.00% | |
| $250.2K | 0.00% | |
| $247.7K | 0.23% | |
| $221.9K | 0.00% | |
| $209.7K | 0.00% | |
| $206.0K | 0.18% | |
| $200.7K | 0.14% | |
| $182.2K | 0.00% | |
| $73.6K | 0.01% | |
| $70.7K | 0.00% | |
| $47.1K | 0.00% | |
| $45.7K | 0.01% | |
| $44.7K | 0.01% | |
| $39.7K | 0.00% | |
| $38.2K | 0.00% | |
| $33.5K | 0.00% | |
| $21.1K | 0.00% | |
| $20.5K | 0.00% | |
| $17.8K | 0.00% | |
| $16.0K | 0.00% | |
| $16.0K | 0.00% | |
| $15.9K | 0.00% | |
| $14.9K | 0.01% | |
| $11.1K | 0.00% | |
| $10.5K | 0.00% | |
| $10.4K | 0.00% | |
| $7.4K | 0.00% | |
| $1.6K | 0.00% | |
| $1.0K | 0.00% | |
| $645.0 | 0.00% | |
| $447.0 | 0.00% | |
| $283.0 | 0.00% | |
| $64.0 | 0.00% | |
| $18.0 | 0.00% |