Wt US Adaptive Mv Avg Fund
$26.98-0.4%
+$3.5M
Net Activity
+1.35% total shares
Institutions Holding
5
Popularity Rank
#11887
Avg Weight
1.62%
Total Value
$185.5M
5 institutions currently hold WAMA, with 6 net buyers and 1 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
1
Net Buying Institutions
6
Top 5 by Value
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Across its top 5 institutional holders, WAMA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 17/100, avg. turnover score 26/100).
WAMA ranks #11887 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
WAMA is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
WAMA is a top-conviction position for Halbert Hargrove Global Advisors, LLC — at 8.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Halbert Hargrove Global Advisors, LLC has added to its WAMA position for two straight quarters, increasing it by $30.9M to reach $198.2M today.
WAMA is down 0.4% today, but institutions show net buying of $3.5M this quarter — a divergence between today's price move and the underlying institutional flow.
+$4.1M
Total Buy Value
$925.8K
Total Sell Value
6
Net Buyers
1
Net Sellers
WAMA
Q2 2026
Top 5 Institutional Movers
+$17.0M
-$925.8K
+$636.0K
+$208.1K
WAMA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
97717Y220
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,289
Total reported value
$2.2T
3258 13F institutions increased their position this quarter
Institutions Holding
6,036
Total reported value
$3.6T
3059 13F institutions increased their position this quarter
Institutions Holding
6,199
Total reported value
$1.8T
3000 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,186
Total reported value
$671.1B
Held by 5186 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,117
Total reported value
$1.1T
Held by 5117 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,959
Total reported value
$485.2B
Held by 4959 institutions — one of the most-tracked stocks on AlphaSMO
Access WAMA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/WAMACLI
npx alphasmo stocks get WAMA