Across its top 4 institutional holders, WTIU's holder base skews toward low-concentration, high-turnover investors on average (avg. concentration score 17/100, avg. turnover score 58/100).

Notable Holders

4 institutions disclose a position in WTIU, but none treat it as a major bet — even Old Mission Capital LLC, its most concentrated holder, allocates just 0.0% of its own portfolio to it.

Quarterly Activity

Recent Activity

+$945.0K

Total Buy Value

$226.5K

Total Sell Value

New buy3

Trim0

Add0

Sold out2

Net Buyers

Net Sellers

Top Movers

WTIU

Q1 2026

Top 5 Institutional Movers

Susquehanna International Group, LLP

+$469.2K

New buy

Old Mission Capital

+$464.4K

New buy

NewEdge Advisors

-$204.6K

Sold out

Spire Wealth Management

-$21.9K

Sold out

Tower Research Capital (TRC)

+$11.4K

New buy

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

WTIU 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 2026-03-31 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.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/WTIU

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

06368L304

FAQ

Who are the top institutional investors holding M/S ENERGY 3X LEVERAGED ETN (WTIU)?

Major stakeholders currently include Susquehanna International Group, LLP ($469.2K), Old Mission Capital LLC ($464.4K), Tower Research Capital LLC (TRC) ($11.4K). Based on the latest 13F filings, there are a total of 4 tracked investment funds and institutions maintaining positions in WTIU.

What is the overall institutional sentiment toward WTIU recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $945.5K, driven by 3 managers accumulating shares while 2 reduced their exposure.

Which institutions have been selling or reducing their WTIU positions?

In the latest period, 0 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $226.5K.

Are there any notable investors adding WTIU to their portfolios?

Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $945.0K.

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Developer Access

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REST API

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CLI

npx alphasmo stocks get WTIU

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