WT US ADAPTIVE MV AVG FUND (WAMA) Institutional Ownership and Insiders Activity

WT US ADAPTIVE MV AVG FUND (WAMA) is widely held by institutional investors, with 5 firms reporting positions valued at approximately $199.44M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Halbert Hargrove Global Advisors, Llc is the largest disclosed holder, reporting approximately $198.21M in WAMA holdings in its latest filing.

Institutional ownership remains highly concentrated, with Halbert Hargrove Global Advisors, Llc representing the majority of disclosed value.