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WT US Adaptive MV AVG Fund (WAMA)
CUSIP: 97717Y220 | NYSE | 7 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
7,396,874
8.7% of portfolio
›
$198.2M
Clifford Swan Investment Counsel LLC
14,457
0.0% of portfolio
›
$387.4K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Halbert Hargrove Global Advisors, LLC
7,396,874
$198.2M
8.7%
ETF
Low
Long Beach, CA
2026-10-16
Clifford Swan Investment Counsel LLC
14,457
$387.4K
0.0%
Core
Very Low
Pasadena, CA
2026-11-05