αAlphaSMO

Institutions Starting with "W" (503 funds)

503 institutions currently have names starting with "W", ranked below by AUM.

WM

Wellington Management Group LLP

Total reported value

$535.5B

7,458 stks

2026-03-31

Concentration3.9
Portfolio Stability29.7
Sector conviction42.5
View detail
WF

Wells Fargo & Company/mn

Total reported value

$530.3B

17,971 stks

2026-03-31

Concentration2.7
Portfolio Stability17.7
Sector conviction45.1
View detail
WT

Wolverine Trading, LLC

Total reported value

$138.7B

5,565 stks

2025-09-30

Concentration12.8
Portfolio Stability50.6
Sector conviction73.9
View detail
WT

Walleye Trading LLC

Total reported value

$60.0B

4,047 stks

2026-03-31

Concentration4.3
Portfolio Stability38.3
Sector conviction57.6
View detail
WE

Wealth Enhancement Advisory Services, LLC

Total reported value

$49.1B

3,722 stks

2026-03-31

Concentration3.8
Portfolio Stability46.1
Sector conviction47.7
View detail
W&

Waddell & Reed Financial INC

Total reported value

$48.6B

477 stks

2021-03-31

Concentration3.8
Portfolio Stability22.8
Sector conviction66.9
View detail
WA

Wealthfront Advisers LLC

Total reported value

$45.6B

1,076 stks

2026-03-31

Concentration17.1
Portfolio Stability9.6
Sector conviction47.4
View detail
WI

Wcm Investment Management, LLC

Total reported value

$43.8B

291 stks

2026-03-31

Concentration11.4
Portfolio Stability34.9
Sector conviction54.2
View detail
WB

William Blair Investment Management, LLC

Total reported value

$30.3B

413 stks

2026-03-31

Concentration5.9
Portfolio Stability43.4
Sector conviction63.6
View detail
WC

Woodbridge Co Ltd

Total reported value

$27.8B

46 stks

2026-03-31

Concentration100.0
Portfolio Stability37.4
Sector conviction46.9
View detail
WP

Woodline Partners LP

Total reported value

$26.4B

1,022 stks

2026-03-31

Concentration2.2
Portfolio Stability58.9
Sector conviction43.2
View detail
WM

Worldquant Millennium Advisors LLC

Total reported value

$25.9B

593 stks

2026-03-31

Concentration5.4
Portfolio Stability62.3
Sector conviction48.4
View detail
Winslow Capital Management, LLC

Winslow Capital Management, LLC

Total reported value

$25.6B

149 stks

2026-03-31

Concentration18.5
Portfolio Stability48.5
Sector conviction89.5
View detail
WC

Walleye Capital LLC

Total reported value

$24.0B

4,317 stks

2026-03-31

Concentration13.3
Portfolio Stability69.3
Sector conviction40.9
View detail
WC

Westfield Capital Management Co LP

Total reported value

$23.8B

250 stks

2026-03-31

Concentration5.7
Portfolio Stability40.5
Sector conviction63.5
View detail
WA

Wasatch Advisors LP

Total reported value

$15.3B

219 stks

2026-06-30

Concentration5.3
Portfolio Stability38.2
Sector conviction51.2
View detail
WC

Winton Capital Management Ltd

Total reported value

$14.5B

646 stks

2014-03-31

Concentration1.5
Portfolio Stability41.8
Sector conviction54.1
View detail
WH

Westwood Holdings Group INC

Total reported value

$13.7B

461 stks

2026-03-31

Concentration2.9
Portfolio Stability40.7
Sector conviction47.8
View detail
WA

Waverly Advisors, LLC

Total reported value

$13.4B

1,711 stks

2026-03-31

Concentration3.7
Portfolio Stability16.1
Sector conviction43.5
View detail
WA

Wealthspire Advisors, LLC

Total reported value

$12.7B

932 stks

2026-03-31

Concentration15.1
Portfolio Stability13.2
Sector conviction60.5
View detail
WI

WealthNavi Inc.

Total reported value

$11.5B

11 stks

2026-03-31

Concentration91.2
Portfolio Stability2.8
Sector conviction0.0
View detail
WA

Wolverine Asset Management LLC

Total reported value

$10.4B

1,678 stks

2026-03-31

Concentration3.1
Portfolio Stability53.6
Sector conviction64.2
View detail
WC

WEALTHFRONT Corp

Total reported value

$10.4B

511 stks

2018-09-30

Concentration28.2
Portfolio Stability10.7
Sector conviction48.6
View detail
WP

Windacre Partnership LLC

Total reported value

$9.3B

11 stks

2026-03-31

Concentration53.8
Portfolio Stability30.0
Sector conviction100.0
View detail
WT

Wellcome Trust LTD

Total reported value

$9.0B

20 stks

2026-06-30

Concentration26.2
Portfolio Stability15.7
Sector conviction55.7
View detail
WT

Whittier Trust Co

Total reported value

$8.9B

1,606 stks

2026-03-31

Concentration7.3
Portfolio Stability19.6
Sector conviction62.5
View detail
WJ

Williams Jones Wealth Management, LLC.

Total reported value

$8.1B

540 stks

2026-03-31

Concentration9.3
Portfolio Stability17.4
Sector conviction45.5
View detail
WA

Whitebox Advisors LLC

Total reported value

$8.1B

568 stks

2026-03-31

Concentration20.6
Portfolio Stability56.5
Sector conviction100.0
View detail
WP

Warburg Pincus & Co.

Total reported value

$7.9B

12 stks

2015-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
WI

Windhaven Investment Management, Inc.

Total reported value

$7.8B

28 stks

2018-03-31

Concentration26.5
Portfolio Stability23.6
Sector conviction0.0
View detail
WR

Whale Rock Capital Management LLC

Total reported value

$7.7B

35 stks

2026-03-31

Concentration17.1
Portfolio Stability60.9
Sector conviction100.0
View detail
W&

Welch & Forbes LLC

Total reported value

$7.7B

368 stks

2026-03-31

Concentration8.6
Portfolio Stability12.4
Sector conviction44.1
View detail
WC

Willoughby Capital Holdings, LLC

Total reported value

$7.7B

2 stks

2023-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
WI

World Investment Advisors

Total reported value

$6.2B

1,572 stks

2026-03-31

Concentration2.3
Portfolio Stability20.5
Sector conviction58.6
View detail
WC

Wedge Capital Management L L P/nc

Total reported value

$6.1B

484 stks

2026-06-30

Concentration2.9
Portfolio Stability38.8
Sector conviction58.7
View detail
WT

Wilmington Trust Co

Total reported value

$6.0B

2,176 stks

2014-06-30

Concentration7.6
Portfolio Stability11.9
Sector conviction55.0
View detail
WA

Weiss Asset Management LP

Total reported value

$5.9B

488 stks

2026-03-31

Concentration18.9
Portfolio Stability100.0
Sector conviction100.0
View detail
WL

Wit, LLC

Total reported value

$5.3B

22 stks

2026-03-31

Concentration90.7
Portfolio Stability11.0
Sector conviction0.0
View detail
WA

Wealthcare Advisory Partners LLC

Total reported value

$5.3B

1,084 stks

2026-06-30

Concentration5.3
Portfolio Stability20.1
Sector conviction58.9
View detail
WT

Whittier Trust Co Of Nevada INC

Total reported value

$4.9B

1,723 stks

2026-03-31

Concentration7.9
Portfolio Stability18.2
Sector conviction68.9
View detail
WJ

Williams Jones & Associates LLC

Total reported value

$4.8B

399 stks

2019-06-30

Concentration6.6
Portfolio Stability13.2
Sector conviction51.4
View detail
WA

WT Asset Management Ltd

Total reported value

$4.8B

32 stks

2026-03-31

Concentration37.3
Portfolio Stability100.0
Sector conviction100.0
View detail
WI

Winder Investment Pte Ltd

Total reported value

$4.4B

3 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
WS

Wilmington Savings Fund Society, FSB

Total reported value

$4.2B

2,009 stks

2026-03-31

Concentration6.3
Portfolio Stability13.6
Sector conviction53.5
View detail
WA

WestEnd Advisors, LLC

Total reported value

$4.1B

391 stks

2026-03-31

Concentration20.0
Portfolio Stability18.3
Sector conviction73.2
View detail
WB

Wesbanco Bank INC

Total reported value

$3.6B

1,320 stks

2026-03-31

Concentration5.4
Portfolio Stability15.4
Sector conviction58.2
View detail
WW

WCG Wealth Advisors LLC

Total reported value

$3.6B

519 stks

2026-03-31

Concentration3.4
Portfolio Stability23.0
Sector conviction58.6
View detail
WS

Wilbanks Smith & Thomas Asset Management LLC

Total reported value

$3.6B

528 stks

2024-03-31

Concentration8.8
Portfolio Stability0.0
Sector conviction50.2
View detail
WS

Wedbush Securities INC

Total reported value

$3.4B

1,237 stks

2026-03-31

Concentration9.4
Portfolio Stability13.3
Sector conviction70.9
View detail
WP

Wedmont Private Capital

Total reported value

$3.1B

838 stks

2026-03-31

Concentration10.7
Portfolio Stability15.8
Sector conviction53.1
View detail
WG

Wade G W & INC

Total reported value

$3.1B

417 stks

2023-12-31

Concentration6.4
Portfolio Stability0.0
Sector conviction48.9
View detail
WT

WASHINGTON TRUST Co

Total reported value

$3.0B

558 stks

2026-03-31

Concentration7.2
Portfolio Stability11.7
Sector conviction53.9
View detail
WT

Wilmington Trust, National Association

Total reported value

$2.9B

1,361 stks

2014-06-30

Concentration5.4
Portfolio Stability12.4
Sector conviction54.1
View detail
WG

WINTON GROUP Ltd

Total reported value

$2.9B

1,080 stks

2026-03-31

Concentration2.5
Portfolio Stability100.0
Sector conviction36.3
View detail
WA

Wealthspire Advisors, L.P.

Total reported value

$2.8B

484 stks

2020-09-30

Concentration16.6
Portfolio Stability82.6
Sector conviction52.7
View detail
WI

Wealthsimple Inc.

Total reported value

$2.7B

38 stks

2022-09-30

Concentration95.2
Portfolio Stability0.0
Sector conviction100.0
View detail
WG

Westwood Global Investments, LLC

Total reported value

$2.7B

20 stks

2026-03-31

Concentration59.5
Portfolio Stability31.1
Sector conviction100.0
View detail
WG

Welch Group, LLC

Total reported value

$2.7B

310 stks

2026-03-31

Concentration8.7
Portfolio Stability14.0
Sector conviction50.3
View detail
WB

Wharton Business Group, LLC

Total reported value

$2.6B

141 stks

2026-03-31

Concentration14.7
Portfolio Stability8.1
Sector conviction89.9
View detail
WW

Western Wealth Management, LLC

Total reported value

$2.6B

956 stks

2026-03-31

Concentration3.1
Portfolio Stability32.0
Sector conviction69.6
View detail
WC

Waratah Capital Advisors Ltd.

Total reported value

$2.6B

127 stks

2026-03-31

Concentration20.7
Portfolio Stability100.0
Sector conviction49.0
View detail
WP

Waldron Private Wealth LLC

Total reported value

$2.6B

342 stks

2026-03-31

Concentration24.4
Portfolio Stability10.2
Sector conviction48.3
View detail
WB

Walgreens Boots Alliance, Inc.

Total reported value

$2.2B

1 stks

2025-06-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
WC

Westchester Capital Management, LLC

Total reported value

$2.2B

863 stks

2026-03-31

Concentration10.5
Portfolio Stability75.3
Sector conviction60.9
View detail
WF

Woodley Farra Manion Portfolio Management INC

Total reported value

$2.1B

122 stks

2026-03-31

Concentration13.0
Portfolio Stability32.1
Sector conviction42.1
View detail
WP

Waters Parkerson & Co., LLC

Total reported value

$1.9B

188 stks

2026-03-31

Concentration10.3
Portfolio Stability16.8
Sector conviction43.9
View detail
WI

Willis Investment Counsel

Total reported value

$1.8B

123 stks

2026-03-31

Concentration6.9
Portfolio Stability23.4
Sector conviction43.4
View detail
WI

WealthPlan Investment Management, LLC

Total reported value

$1.8B

515 stks

2026-03-31

Concentration5.5
Portfolio Stability38.7
Sector conviction64.5
View detail
W&

Waddell & Associates, LLC

Total reported value

$1.8B

451 stks

2026-03-31

Concentration40.5
Portfolio Stability33.7
Sector conviction100.0
View detail
WJ

Willis Johnson & Associates, Inc.

Total reported value

$1.7B

197 stks

2026-03-31

Concentration33.5
Portfolio Stability11.3
Sector conviction75.0
View detail
WA

Wesleyan Assurance Society

Total reported value

$1.7B

106 stks

2026-03-31

Concentration12.9
Portfolio Stability12.4
Sector conviction54.8
View detail
WR

Wealthspire Retirement, LLC

Total reported value

$1.7B

310 stks

2026-03-31

Concentration18.8
Portfolio Stability18.3
Sector conviction54.3
View detail
WI

Woodmont Investment Counsel LLC

Total reported value

$1.6B

263 stks

2026-03-31

Concentration13.0
Portfolio Stability11.0
Sector conviction46.4
View detail
WP

Wealthsource Partners, LLC

Total reported value

$1.5B

503 stks

2023-12-31

Concentration11.5
Portfolio Stability0.0
Sector conviction51.6
View detail
WO

Wilkinson Ogrady & Co INC /ny

Total reported value

$1.5B

189 stks

2013-09-30

Concentration10.3
Portfolio Stability24.9
Sector conviction44.2
View detail
WB

Westpac Banking CORP

Total reported value

$1.4B

830 stks

2026-03-31

Concentration8.4
Portfolio Stability25.0
Sector conviction55.7
View detail
WI

Weitz Investment Management, INC.

Total reported value

$1.4B

49 stks

2026-03-31

Concentration16.4
Portfolio Stability23.0
Sector conviction51.1
View detail
WC

Waterloo Capital, L.P.

Total reported value

$1.4B

481 stks

2026-03-31

Concentration4.5
Portfolio Stability31.6
Sector conviction39.0
View detail
WF

Wipfli Financial Advisors LLC,

Total reported value

$1.4B

2,676 stks

2022-09-30

Concentration15.6
Portfolio Stability0.0
Sector conviction52.7
View detail
WT

Washington Trust Bank

Total reported value

$1.4B

348 stks

2026-03-31

Concentration10.8
Portfolio Stability17.3
Sector conviction46.5
View detail
WA

Wbh Advisory INC

Total reported value

$1.3B

350 stks

2026-03-31

Concentration6.5
Portfolio Stability10.1
Sector conviction51.2
View detail
WF

Wellspring Financial Advisors, LLC

Total reported value

$1.3B

278 stks

2026-03-31

Concentration24.9
Portfolio Stability19.0
Sector conviction60.7
View detail
WC

Wealthquest Corp

Total reported value

$1.3B

148 stks

2026-03-31

Concentration44.1
Portfolio Stability0.0
Sector conviction61.3
View detail
WG

Wilkinson Global Asset Management LLC

Total reported value

$1.3B

91 stks

2026-03-31

Concentration19.9
Portfolio Stability18.3
Sector conviction63.6
View detail
WT

Washington Trust Advisors, Inc.

Total reported value

$1.2B

870 stks

2026-03-31

Concentration9.6
Portfolio Stability15.1
Sector conviction42.1
View detail
WA

Weatherly Asset Management L. P.

Total reported value

$1.2B

186 stks

2026-03-31

Concentration23.0
Portfolio Stability14.6
Sector conviction57.7
View detail
WC

Windward Capital Management Co /ca

Total reported value

$1.2B

69 stks

2026-03-31

Concentration20.5
Portfolio Stability14.8
Sector conviction45.9
View detail
WA

Winthrop Advisory Group LLC

Total reported value

$1.2B

283 stks

2026-03-31

Concentration20.0
Portfolio Stability10.6
Sector conviction73.0
View detail
WC

Willow Creek Wealth Management Inc.

Total reported value

$1.2B

180 stks

2025-09-30

Concentration17.3
Portfolio Stability84.5
Sector conviction90.6
View detail
WC

Woodstock CORP

Total reported value

$1.2B

163 stks

2026-06-30

Concentration9.6
Portfolio Stability14.1
Sector conviction49.7
View detail
WS

W.G. Shaheen & Associates DBA Whitney & Co

Total reported value

$1.2B

175 stks

2026-03-31

Concentration11.9
Portfolio Stability16.8
Sector conviction59.8
View detail
WF

Wescott Financial Advisory Group, LLC

Total reported value

$1.1B

209 stks

2026-03-31

Concentration18.3
Portfolio Stability6.6
Sector conviction53.4
View detail
WM

Ws Management Lllp

Total reported value

$1.1B

56 stks

2026-03-31

Concentration27.0
Portfolio Stability46.2
Sector conviction61.5
View detail
WA

Wealth Architects, LLC

Total reported value

$1.1B

244 stks

2026-03-31

Concentration12.1
Portfolio Stability8.2
Sector conviction100.0
View detail
WF

WealthTrust Fairport, LLC

Total reported value

$1.1B

461 stks

2019-03-31

Concentration9.4
Portfolio Stability15.5
Sector conviction42.2
View detail
WB

Webster Bank, N. A.

Total reported value

$1.1B

842 stks

2026-03-31

Concentration10.3
Portfolio Stability13.8
Sector conviction56.3
View detail
WC

Wealthcare Capital Management LLC

Total reported value

$1.1B

105 stks

2026-06-30

Concentration73.3
Portfolio Stability8.9
Sector conviction100.0
View detail
WP

Waycross Partners, LLC

Total reported value

$1.0B

76 stks

2026-03-31

Concentration16.3
Portfolio Stability29.2
Sector conviction50.5
View detail
WH

Wolf Hill Capital Management, LP

Total reported value

$1.0B

26 stks

2026-03-31

Concentration44.3
Portfolio Stability100.0
Sector conviction60.7
View detail
WA

Wealth Alliance, LLC

Total reported value

$1.0B

548 stks

2026-03-31

Concentration6.4
Portfolio Stability26.0
Sector conviction58.5
View detail
WA

World Asset Management Inc

Total reported value

$1.0B

843 stks

2021-09-30

Concentration3.4
Portfolio Stability0.0
Sector conviction50.4
View detail
WD

Wgi Dm, LLC

Total reported value

$999.5M

6 stks

2026-03-31

Concentration100.0
Portfolio Stability41.3
Sector conviction99.5
View detail
WF

Wilmington Funds Management Corp

Total reported value

$988.1M

747 stks

2014-06-30

Concentration1.8
Portfolio Stability36.0
Sector conviction49.3
View detail
WM

Wealth Management Nebraska

Total reported value

$987.3M

100 stks

2026-03-31

Concentration34.0
Portfolio Stability14.8
Sector conviction54.9
View detail
WA

WNY Asset Management, LLC

Total reported value

$967.1M

249 stks

2026-03-31

Concentration14.4
Portfolio Stability45.4
Sector conviction56.4
View detail
WA

Wellesley Asset Management

Total reported value

$952.5M

54 stks

2026-03-31

Concentration11.4
Portfolio Stability45.6
Sector conviction100.0
View detail
WC

Westerkirk Capital Inc.

Total reported value

$928.9M

208 stks

2026-03-31

Concentration17.9
Portfolio Stability19.0
Sector conviction50.9
View detail
WD

Wendell David Associates INC

Total reported value

$918.9M

151 stks

2026-03-31

Concentration11.5
Portfolio Stability15.5
Sector conviction50.6
View detail
WP

WealthShield Partners, LLC

Total reported value

$897.6M

609 stks

2026-03-31

Concentration3.7
Portfolio Stability17.9
Sector conviction48.1
View detail
WI

Water Island Capital LLC

Total reported value

$895.6M

98 stks

2026-03-31

Concentration11.9
Portfolio Stability100.0
Sector conviction54.8
View detail
WC

Wallace Capital Management Inc.

Total reported value

$870.8M

75 stks

2026-03-31

Concentration41.9
Portfolio Stability11.5
Sector conviction93.0
View detail
WI

Walmart Inc.

Total reported value

$840.4M

3 stks

2026-03-31

Concentration100.0
Portfolio Stability14.8
Sector conviction100.0
View detail
WE

Wealth Enhancement Trust Services, Inc.

Total reported value

$826.5M

1,109 stks

2026-03-31

Concentration6.2
Portfolio Stability19.0
Sector conviction49.0
View detail
WC

Weatherbie Capital, LLC

Total reported value

$797.0M

62 stks

2016-12-31

Concentration11.6
Portfolio Stability38.6
Sector conviction100.0
View detail
WF

WoodTrust Financial Corp

Total reported value

$774.8M

238 stks

2026-03-31

Concentration13.2
Portfolio Stability18.6
Sector conviction43.0
View detail
WI

Wahed Invest LLC

Total reported value

$770.3M

225 stks

2026-03-31

Concentration15.3
Portfolio Stability26.2
Sector conviction76.5
View detail
WC

Walkner Condon Financial Advisors LLC

Total reported value

$758.7M

322 stks

2026-03-31

Concentration7.9
Portfolio Stability12.1
Sector conviction85.2
View detail
WA

Wallington Asset Management, LLC

Total reported value

$752.3M

62 stks

2026-03-31

Concentration14.3
Portfolio Stability13.2
Sector conviction50.0
View detail
WL

White Lighthouse Investment Management Inc.

Total reported value

$720.8M

145 stks

2026-03-31

Concentration20.3
Portfolio Stability11.1
Sector conviction48.3
View detail
WR

Werba Rubin Papier Wealth Management

Total reported value

$718.1M

278 stks

2026-03-31

Concentration15.7
Portfolio Stability71.2
Sector conviction91.5
View detail
WI

Wilkins Investment Counsel INC

Total reported value

$698.2M

119 stks

2026-03-31

Concentration9.1
Portfolio Stability13.7
Sector conviction40.3
View detail
WC

Wexford Capital LP

Total reported value

$690.3M

164 stks

2026-03-31

Concentration63.5
Portfolio Stability100.0
Sector conviction53.4
View detail
WI

Warwick Investment Management, Inc.

Total reported value

$690.1M

138 stks

2026-03-31

Concentration28.5
Portfolio Stability15.9
Sector conviction58.7
View detail
WA

Wilsey Asset Management INC

Total reported value

$681.0M

28 stks

2026-06-30

Concentration23.3
Portfolio Stability20.5
Sector conviction42.5
View detail
WD

Well Done, LLC

Total reported value

$680.8M

197 stks

2026-03-31

Concentration15.9
Portfolio Stability19.8
Sector conviction62.1
View detail
WI

Wood Investment Counsel LLC

Total reported value

$668.6M

85 stks

2014-09-30

Concentration20.9
Portfolio Stability13.6
Sector conviction90.2
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WS

Wellington Shields Capital Management, LLC

Total reported value

$666.2M

326 stks

2026-03-31

Concentration8.3
Portfolio Stability24.1
Sector conviction48.3
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WA

Wealthstream Advisors, Inc.

Total reported value

$661.3M

204 stks

2025-09-30

Concentration51.5
Portfolio Stability22.1
Sector conviction74.0
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WL

WPWealth LLP

Total reported value

$654.2M

97 stks

2026-03-31

Concentration32.2
Portfolio Stability5.3
Sector conviction89.8
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WI

Westside Investment Management, Inc.

Total reported value

$652.7M

1,945 stks

2026-03-31

Concentration4.2
Portfolio Stability17.4
Sector conviction70.1
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WC

Woodson Capital Management, LP

Total reported value

$636.1M

31 stks

2026-03-31

Concentration20.2
Portfolio Stability54.1
Sector conviction87.2
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WA

WFM ASIA (BVI) Ltd

Total reported value

$632.1M

6 stks

2026-03-31

Concentration81.1
Portfolio Stability48.6
Sector conviction100.0
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WA

Wealth Alliance Advisory Group, LLC

Total reported value

$631.6M

197 stks

2026-03-31

Concentration12.8
Portfolio Stability30.9
Sector conviction45.0
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W&

Woodard & Co Asset Management Group INC /adv

Total reported value

$624.9M

176 stks

2026-03-31

Concentration13.7
Portfolio Stability23.5
Sector conviction47.3
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WV

West Virginia University Foundation, Inc

Total reported value

$623.4M

2 stks

2026-03-31

Concentration100.0
Portfolio Stability16.6
Sector conviction0.0
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WG

Watts Gwilliam & Co., LLC

Total reported value

$619.8M

242 stks

2025-09-30

Concentration26.3
Portfolio Stability4.6
Sector conviction100.0
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WA

Warberg Asset Management LLC

Total reported value

$599.6M

192 stks

2026-03-31

Concentration55.7
Portfolio Stability86.9
Sector conviction98.5
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WW

Whitaker-Myers Wealth Managers, LTD.

Total reported value

$598.8M

113 stks

2026-06-30

Concentration14.8
Portfolio Stability24.1
Sector conviction54.3
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WF

West Financial Advisors, LLC

Total reported value

$589.1M

193 stks

2026-03-31

Concentration27.9
Portfolio Stability13.6
Sector conviction79.2
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WC

Webs Creek Capital Management LP

Total reported value

$577.5M

14 stks

2026-03-31

Concentration29.7
Portfolio Stability56.9
Sector conviction100.0
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WA

WESPAC Advisors SoCal, LLC

Total reported value

$560.3M

122 stks

2026-06-30

Concentration8.5
Portfolio Stability25.1
Sector conviction64.1
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WC

Wick Capital Partners, LLC

Total reported value

$548.2M

231 stks

2026-03-31

Concentration31.8
Portfolio Stability17.1
Sector conviction60.9
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WW

Windsor Wealth Management, Inc.

Total reported value

$546.1M

157 stks

2023-09-30

Concentration12.3
Portfolio Stability0.0
Sector conviction92.0
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WW

Waterfront Wealth Inc.

Total reported value

$544.6M

283 stks

2026-03-31

Concentration3.5
Portfolio Stability21.1
Sector conviction58.9
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WC

Westover Capital Advisors, LLC

Total reported value

$543.4M

235 stks

2026-03-31

Concentration7.3
Portfolio Stability18.4
Sector conviction52.9
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WA

Westport Advisers LLC

Total reported value

$542.4M

38 stks

2016-06-30

Concentration17.9
Portfolio Stability19.2
Sector conviction100.0
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WC

Wooster Corthell Wealth Management, INC.

Total reported value

$540.0M

64 stks

2025-06-30

Concentration30.4
Portfolio Stability0.0
Sector conviction83.6
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WE

Winslow, Evans & Crocker, Inc.

Total reported value

$527.7M

1,834 stks

2020-12-31

Concentration4.4
Portfolio Stability38.1
Sector conviction58.3
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WF

WestHill Financial Advisors, Inc.

Total reported value

$523.0M

76 stks

2026-03-31

Concentration40.0
Portfolio Stability4.8
Sector conviction78.2
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WG

Wealth Group Ltd

Total reported value

$522.5M

95 stks

2026-06-30

Concentration41.3
Portfolio Stability18.2
Sector conviction94.0
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