WT INT ADPT MA FUND (WIMA) Institutional Ownership and Insiders Activity

WT INT ADPT MA FUND (WIMA) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $77.17M 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 $76.80M in WIMA holdings in its latest filing.

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

Institutional Holders

3

Total Reported Value

$77.17M

Largest Holder

Halbert Hargrove Global Advisors, Llc

Largest Position

$76.80M

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

0

Funds Exiting Positions

2

Top Institutional Owners

View all
InvestorReported Balance