Who owns WMFFX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WMFFX from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 990,025 shares of WMFFX worth $7.3M; the largest disclosed holder is SPIRIT OF AMERICA MANAGEMENT CORP/NY. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$7.3M
value, 2026 filers
990,025
shares disclosed
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WMFFX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 880,616 | $13,292 | 0.0% | — | +11829.2% |
| 2 | Keystone Financial Group | 81,853 | $5.5M | 0.3% | — | +0.7% |
| 3 | KELLEHER FINANCIAL ADVISORS | 9,595 | $640,933 | 0.1% | — | +69.6% |
| 4 | NBT BANK, N.A.NEW | 8,771 | $585,886 | 0.0% | — | new |
| 5 | Fulton Bank, N.A. | 6,357 | $424,657 | 0.0% | — | 0.0% |
| 6 | Transce3nd, LLC | 1,264 | $85,032 | 0.8% | — | +4.2% |
| 7 | OAKWORTH CAPITAL, INC. | 1,153 | $76,903 | 0.0% | — | +105.2% |
| 8 | Vermillion Wealth Management, Inc.NEW | 290 | $19,354 | 0.0% | — | new |
| 9 | Financial Gravity Companies, Inc.NEW | 126 | $8,395 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.