現在 14 社の機関がWTBNを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| Thrivent Financial for Lutherans | $5372.0万 | 0.10% |
| &PARTNERS | $754.6万 | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | $737.4万 | 0.00% |
| Willow Financial LLC | $604.9万 | 6.13% |
| Park Edge Advisors, LLC | $575.6万 | 1.33% |
| Sanchez Wealth Management Group | $439.3万 | 0.95% |
| Lionsbridge Wealth Management LLC | $216.0万 | 2.17% |
| Steward Partners Investment Advisory, LLC | $184.3万 | 0.01% |
| ROYAL BANK OF CANADA | $114.0万 | 0.00% |
| LPL Financial LLC | $79.6万 | 0.00% |
| Hilltop National Bank | $58.4万 | 0.14% |
| RAYMOND JAMES FINANCIAL INC | $34.2万 | 0.00% |
| Western Wealth Management, LLC | $26.0万 | 0.01% |
| Sound Income Strategies, LLC | $3277.0 | 0.00% |