WTMY Institutional Ownership & Shareholders
WSDTREE HIGH IN LADRD MUN FU (WTMY) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hobbs Group Advisors, Llc is currently the largest disclosed institutional shareholder of WTMY tracked by InsiderSet, reporting ownership valued at approximately $2.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.36M, representing an estimated loss of -3.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed WTMY value among the investors covered in this analysis. Major shareholders include Hobbs Group Advisors, Llc, Flow Traders U.S. Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in WSDTREE HIGH IN LADRD MUN FU (WTMY).
This page ranks the largest institutional WTMY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
4
Total Reported Value
$3.45M
Largest Holder
Hobbs Group Advisors, Llc
Largest Position
$2.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hobbs Group Advisors, Llc | 0.65% | 96,549 | $2,455,723 | $2,361,106 | -$94,617 | -3.85% | |
| Flow Traders U.S. Llc | 0.02% | 19,647 | $500,000 | $480,467 | -$19,533 | -3.91% | |
| Jane Street Group, Llc | 0.00% | 19,348 | $492,116 | $473,155 | -$18,961 | -3.85% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 21 | $501 | $514 | +$13 | +2.51% |
Frequently asked questions about WTMY
Who are the largest institutional holders of WTMY?
The largest institutional holders of WTMY reported in the latest SEC Form 13F filings include Hobbs Group Advisors, Llc, Flow Traders U.S. Llc, Jane Street Group, Llc, and Dhjj Financial Advisors, Ltd.. InsiderSet ranks institutional holders by their latest reported WTMY position.
What is WTMY institutional ownership?
This page tracks WTMY positions reported by institutional investment managers through SEC Form 13F. WSDTREE HIGH IN LADRD MUN FU (WTMY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WTMY?
InsiderSet currently tracks 4 institutional managers reporting WTMY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WTMY shareholders.
How much WTMY stock do institutions own?
Institutional investment managers disclosed approximately $3.45M in WTMY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WTMY institutional ownership last updated?
The latest WTMY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WTMY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WTMY position after the reporting date.
Are institutions buying or selling WTMY?
Institutional buying and selling can be analyzed by comparing WTMY positions across consecutive 13F reporting periods. InsiderSet's WTMY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WTMY ownership changes.
How has WTMY institutional ownership changed over time?
InsiderSet tracks WTMY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.