目前共有 15 家機構持有 WCPB，以下依持股市值由高至低排序。
| 主要持有機構 | 總市值 | 平均佔比 |
|---|---|---|
| New Perspectives, Inc | US$7250.5萬 | 25.11% |
| SMI Advisory Services, LLC | US$2061.6萬 | 3.40% |
| Clear Trail Advisors, LLC | US$1474.2萬 | 2.45% |
| PFW Advisors LLC | US$841.5萬 | 2.65% |
| STAPP WEALTH MANAGEMENT, PLLC | US$812.1萬 | 10.37% |
| LexAurum Advisors, LLC | US$487.9萬 | 0.63% |
| Farther Finance Advisors, LLC | US$456.2萬 | 0.04% |
| Sigma Planning Corp | US$327.9萬 | 0.09% |
| RAINIER FAMILY WEALTH INC | US$211.2萬 | 1.42% |
| HighTower Advisors, LLC | US$159.2萬 | 0.00% |
| GOLDMAN SACHS GROUP INC | US$146.7萬 | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | US$35.9萬 | 0.04% |
| Trademark Financial Management, LLC | US$33.1萬 | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | US$32.2萬 | 0.00% |
| Brookwood Investment Group LLC | US$23.4萬 | 0.03% |