Ticker: WMFFX CUSIP: 939330825 Class: MF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Motiv8 Investments LLC | 315 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 5,365 | 5,638 | +273 (+5.1%) |
| Oakworth Capital, Inc. | 532 | 560 | +28 (+5.3%) |
| RICHARDSON FINANCIAL SERVICES INC. | 318 | 334 | +16 (+5.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Transce3nd, LLC | 2,395 | 1,207 | -1,188 (-49.6%) |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11,616 | 7,985 | -3,631 (-31.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| TOWER BRIDGE ADVISORS | 4,977 | $333 |
| Vermillion Wealth Management, Inc. | 306 | $20 |