WT US ADAPTIVE MV AVG FUND (WAMA) Institutional Ownership Changes & 13F Activity
WT US ADAPTIVE MV AVG FUND (WAMA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Halbert Hargrove Global Advisors, Llc, Citadel Advisors Llc, Alvarez & Marsal Private Wealth Partners, Llc, Kensington Investment Counsel, Llc, and Fmr Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, Llc | Buy | +357,580 | +5.1% | 7,396,874 | $198.21M | Q3 2026 | Oct 16, 2026 |
| Citadel Advisors Llc | Sell | -24,294 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Alvarez & Marsal Private Wealth Partners, Llc | Sell | -14,915 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Kensington Investment Counsel, Llc | Sell | -7,951 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Fmr Llc | Sell | -8 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
Frequently asked questions about WAMA activity
Which institutional owners are buying WAMA?
Institutional owners buying WAMA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WAMA activity?
"Buy" means an investor increased their reported position in WAMA compared to the prior reporting period. This reflects growing exposure to WT US ADAPTIVE MV AVG FUND (WAMA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WAMA increasing?
Institutional interest in WAMA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.