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WT INT Adpt MA Fund (WIMA)
CUSIP: 97717Y212 | NYSE | 5 institutional holders
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Q3 2026
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Institutional Holders — Q3 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Halbert Hargrove Global Advisors, LLC
1,820,340
3.4% of portfolio
›
$76.8M
Clifford Swan Investment Counsel LLC
6,836
0.0% of portfolio
›
$288.4K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Halbert Hargrove Global Advisors, LLC
1,820,340
$76.8M
3.4%
ETF
Low
Long Beach, CA
2026-10-16
Clifford Swan Investment Counsel LLC
6,836
$288.4K
0.0%
Core
Very Low
Pasadena, CA
2026-11-05