Institutions Starting with "W" (510 funds)
510 institutions currently have names starting with "W", ranked below by AUM.
WF
Wells Fargo & Company/mn
CIK 0000072971
Total reported value
$617.4B
18,984 stks
2026-06-30
Concentration2.9
Portfolio Stability23.6
Sector conviction53.2
View detail
WM
Wellington Management Group LLP
CIK 0000902219
Total reported value
$580.2B
7,448 stks
2026-06-30
Concentration3.8
Portfolio Stability31.9
Sector conviction48.3
View detail
WT
Wolverine Trading, LLC
CIK 0000927337
Total reported value
$138.7B
5,565 stks
2025-09-30
Stale — no recent filing
Concentration12.8
Portfolio Stability50.6
Sector conviction73.9
View detail
WT
Walleye Trading LLC
CIK 0001388391
Total reported value
$87.6B
3,913 stks
2026-06-30
Concentration4.4
Portfolio Stability0.0
Sector conviction81.5
View detail
WE
Wealth Enhancement Advisory Services, LLC
CIK 0001632972
Total reported value
$67.3B
4,427 stks
2026-09-30
Concentration3.9
Portfolio Stability23.2
Sector conviction59.1
View detail
WI
Wcm Investment Management, LLC
CIK 0001061186
Total reported value
$55.2B
313 stks
2026-06-30
Concentration13.2
Portfolio Stability33.7
Sector conviction55.8
View detail
WA
Wealthfront Advisers LLC
CIK 0001763921
Total reported value
$52.0B
1,119 stks
2026-06-30
Concentration17.4
Portfolio Stability16.2
Sector conviction57.6
View detail
W&
Waddell & Reed Financial Inc
CIK 0001052100
Total reported value
$48.6B
477 stks
2021-03-31
Stale — no recent filing
Concentration3.8
Portfolio Stability22.8
Sector conviction66.9
View detail
WB
William Blair Investment Management, LLC
CIK 0001644956
Total reported value
$33.3B
403 stks
2026-06-30
Concentration5.9
Portfolio Stability42.5
Sector conviction66.8
View detail
WP
Woodline Partners LP
CIK 0001784547
Total reported value
$32.4B
1,011 stks
2026-06-30
Concentration2.3
Portfolio Stability61.1
Sector conviction48.8
View detail
WC
Westfield Capital Management Co LP
CIK 0001177719
Total reported value
$30.6B
278 stks
2026-06-30
Concentration5.5
Portfolio Stability63.0
Sector conviction71.4
View detail
WM
Worldquant Millennium Advisors LLC
CIK 0001745981
Total reported value
$29.1B
702 stks
2026-06-30
Concentration4.5
Portfolio Stability64.0
Sector conviction50.5
View detail
Winslow Capital Management, LLC
CIK 0000900973
Total reported value
$29.1B
163 stks
2026-06-30
Concentration16.4
Portfolio Stability54.6
Sector conviction88.6
View detail
WC
Walleye Capital LLC
CIK 0001758720
Total reported value
$28.0B
4,674 stks
2026-06-30
Concentration14.1
Portfolio Stability79.0
Sector conviction47.0
View detail
WC
Woodbridge CO LTD
CIK 0001397960
Total reported value
$25.2B
48 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
WA
Wealthspire Advisors, LLC
CIK 0001646247
Total reported value
$18.2B
1,298 stks
2026-06-30
Concentration11.3
Portfolio Stability38.4
Sector conviction58.1
View detail
WA
Waverly Advisors, LLC
CIK 0001568787
Total reported value
$17.2B
1,864 stks
2026-06-30
Concentration3.5
Portfolio Stability31.2
Sector conviction49.4
View detail
WC
Winton Capital Management Ltd
CIK 0001456098
Total reported value
$14.5B
646 stks
2014-03-31
Stale — no recent filing
Concentration1.5
Portfolio Stability41.8
Sector conviction54.1
View detail
WA
Wasatch Advisors LP
CIK 0000814133
Total reported value
$13.5B
229 stks
2026-09-30
Concentration5.3
Portfolio Stability35.1
Sector conviction48.3
View detail
WH
Westwood Holdings Group Inc
CIK 0001165002
Total reported value
$13.3B
626 stks
2026-06-30
Concentration3.0
Portfolio Stability32.3
Sector conviction51.6
View detail
WI
WealthNavi Inc.
CIK 0001774552
Total reported value
$12.8B
11 stks
2026-06-30
Concentration94.2
Portfolio Stability12.8
Sector conviction0.0
View detail
WR
Whale Rock Capital Management LLC
CIK 0001387322
Total reported value
$12.5B
35 stks
2026-06-30
Concentration19.7
Portfolio Stability73.3
Sector conviction100.0
View detail
WA
Wolverine Asset Management LLC
CIK 0001279891
Total reported value
$11.4B
1,668 stks
2026-06-30
Concentration3.2
Portfolio Stability65.0
Sector conviction58.2
View detail
WA
W1M Asset Management Ltd
CIK 0001767559
Total reported value
$10.9B
203 stks
2026-06-30
Concentration15.0
Portfolio Stability23.7
Sector conviction56.7
View detail
WC
WEALTHFRONT Corp
CIK 0001524566
Total reported value
$10.4B
511 stks
2018-09-30
Stale — no recent filing
Concentration28.2
Portfolio Stability10.7
Sector conviction48.6
View detail
WT
Whittier Trust Co
CIK 0001137881
Total reported value
$10.2B
1,699 stks
2026-06-30
Concentration7.2
Portfolio Stability22.2
Sector conviction55.9
View detail
WP
Windacre Partnership LLC
CIK 0001599383
Total reported value
$10.1B
11 stks
2026-06-30
Concentration54.7
Portfolio Stability16.1
Sector conviction100.0
View detail
WA
Weiss Asset Management LP
CIK 0001357550
Total reported value
$9.5B
624 stks
2026-06-30
Concentration13.8
Portfolio Stability100.0
Sector conviction100.0
View detail
WT
Wellcome Trust LTD
CIK 0001026720
Total reported value
$9.0B
20 stks
2026-06-30
Concentration26.2
Portfolio Stability15.7
Sector conviction55.7
View detail
WJ
Williams Jones Wealth Management, LLC.
CIK 0001788587
Total reported value
$8.9B
587 stks
2026-06-30
Concentration10.0
Portfolio Stability21.3
Sector conviction50.3
View detail
W&
Welch & Forbes LLC
CIK 0000105495
Total reported value
$8.2B
388 stks
2026-06-30
Concentration9.1
Portfolio Stability12.2
Sector conviction46.2
View detail
WP
Warburg Pincus & Co.
CIK 0000929408
Total reported value
$7.9B
12 stks
2015-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
WI
Windhaven Investment Management, Inc.
CIK 0001507640
Total reported value
$7.8B
28 stks
2018-03-31
Stale — no recent filing
Concentration26.5
Portfolio Stability23.6
Sector conviction0.0
View detail
WA
Whitebox Advisors LLC
CIK 0001257391
Total reported value
$7.7B
667 stks
2026-06-30
Concentration6.9
Portfolio Stability82.3
Sector conviction64.1
View detail
WC
Willoughby Capital Holdings, LLC
CIK 0001806816
Total reported value
$7.7B
2 stks
2023-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
WL
Wit, LLC
CIK 0001840025
Total reported value
$6.3B
24 stks
2026-06-30
Concentration81.3
Portfolio Stability23.5
Sector conviction100.0
View detail
WI
World Investment Advisors
CIK 0001652594
Total reported value
$6.0B
1,523 stks
2026-06-30
Concentration2.3
Portfolio Stability6.9
Sector conviction47.4
View detail
WT
Wilmington Trust Co
CIK 0000905571
Total reported value
$6.0B
2,176 stks
2014-06-30
Stale — no recent filing
Concentration7.6
Portfolio Stability11.9
Sector conviction55.0
View detail
WC
Wedge Capital Management L L P/nc
CIK 0001015308
Total reported value
$5.7B
480 stks
2026-09-30
Concentration2.8
Portfolio Stability34.5
Sector conviction58.4
View detail
WT
Whittier Trust Co Of Nevada Inc
CIK 0001263548
Total reported value
$5.3B
1,727 stks
2026-06-30
Concentration8.2
Portfolio Stability19.4
Sector conviction61.1
View detail
WA
Wealthcare Advisory Partners LLC
CIK 0001683059
Total reported value
$5.3B
1,084 stks
2026-06-30
Concentration5.3
Portfolio Stability20.1
Sector conviction58.9
View detail
WA
WT Asset Management Ltd
CIK 0001780365
Total reported value
$5.1B
29 stks
2026-06-30
Concentration30.3
Portfolio Stability100.0
Sector conviction100.0
View detail
WJ
Williams Jones & Associates LLC
CIK 0000949743
Total reported value
$4.8B
399 stks
2019-06-30
Stale — no recent filing
Concentration6.6
Portfolio Stability13.2
Sector conviction51.4
View detail
WA
WestEnd Advisors, LLC
CIK 0001351731
Total reported value
$4.5B
408 stks
2026-06-30
Concentration23.9
Portfolio Stability35.1
Sector conviction64.2
View detail
WS
Wilmington Savings Fund Society, FSB
CIK 0000900974
Total reported value
$4.5B
2,109 stks
2026-06-30
Concentration6.3
Portfolio Stability0.0
Sector conviction48.3
View detail
WI
Winder Investment Pte Ltd
CIK 0001687953
Total reported value
$4.4B
3 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
WW
WCG Wealth Advisors LLC
CIK 0001855713
Total reported value
$4.2B
555 stks
2026-06-30
Concentration3.5
Portfolio Stability28.9
Sector conviction67.5
View detail
WP
Wedmont Private Capital
CIK 0001904274
Total reported value
$4.2B
1,008 stks
2026-09-30
Concentration10.1
Portfolio Stability22.4
Sector conviction64.5
View detail
WB
Wesbanco Bank Inc
CIK 0000877134
Total reported value
$4.0B
1,337 stks
2026-06-30
Concentration5.2
Portfolio Stability0.0
Sector conviction51.3
View detail
WS
Wilbanks Smith & Thomas Asset Management LLC
CIK 0001007399
Total reported value
$3.6B
528 stks
2024-03-31
Stale — no recent filing
Concentration8.8
Portfolio Stability0.0
Sector conviction50.2
View detail
WT
WASHINGTON TRUST Co
CIK 0001079736
Total reported value
$3.2B
656 stks
2026-06-30
Concentration7.4
Portfolio Stability0.0
Sector conviction62.2
View detail
WG
WINTON GROUP Ltd
CIK 0001612063
Total reported value
$3.1B
1,137 stks
2026-06-30
Concentration2.8
Portfolio Stability100.0
Sector conviction41.1
View detail
WG
Wade G W & Inc
CIK 0001132556
Total reported value
$3.1B
417 stks
2023-12-31
Stale — no recent filing
Concentration6.4
Portfolio Stability0.0
Sector conviction48.9
View detail
WW
Western Wealth Management, LLC
CIK 0001767902
Total reported value
$3.1B
1,291 stks
2026-06-30
Concentration3.1
Portfolio Stability26.5
Sector conviction63.9
View detail
WB
Wharton Business Group, LLC
CIK 0001513126
Total reported value
$3.0B
142 stks
2026-06-30
Concentration14.5
Portfolio Stability14.7
Sector conviction85.1
View detail
WC
Waratah Capital Advisors Ltd.
CIK 0001539919
Total reported value
$2.9B
142 stks
2026-06-30
Concentration23.0
Portfolio Stability84.0
Sector conviction52.9
View detail
WG
Welch Group, LLC
CIK 0001443095
Total reported value
$2.9B
326 stks
2026-06-30
Concentration8.3
Portfolio Stability16.7
Sector conviction44.7
View detail
WT
Wilmington Trust, National Association
CIK 0001537825
Total reported value
$2.9B
1,361 stks
2014-06-30
Stale — no recent filing
Concentration5.4
Portfolio Stability12.4
Sector conviction54.1
View detail
WP
Waldron Private Wealth LLC
CIK 0001598180
Total reported value
$2.9B
350 stks
2026-06-30
Concentration25.4
Portfolio Stability14.1
Sector conviction57.4
View detail
WG
Westwood Global Investments, LLC
CIK 0001356513
Total reported value
$2.8B
19 stks
2026-06-30
Concentration56.8
Portfolio Stability39.4
Sector conviction100.0
View detail
WA
Wealthspire Advisors, L.P.
CIK 0001666612
Total reported value
$2.8B
484 stks
2020-09-30
Stale — no recent filing
Concentration16.6
Portfolio Stability82.6
Sector conviction52.7
View detail
WI
Wealthsimple Inc.
CIK 0001915565
Total reported value
$2.7B
38 stks
2022-09-30
Stale — no recent filing
Concentration95.2
Portfolio Stability0.0
Sector conviction100.0
View detail
WB
Walgreens Boots Alliance, Inc.
CIK 0001618921
Total reported value
$2.2B
1 stks
2025-06-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
WI
Willis Investment Counsel
CIK 0001310929
Total reported value
$2.1B
125 stks
2026-06-30
Concentration6.8
Portfolio Stability0.0
Sector conviction49.7
View detail
WF
Woodley Farra Manion Portfolio Management Inc
CIK 0001165805
Total reported value
$2.1B
131 stks
2026-06-30
Concentration11.0
Portfolio Stability41.5
Sector conviction42.1
View detail
WI
WealthPlan Investment Management, LLC
CIK 0001929986
Total reported value
$2.1B
714 stks
2026-09-30
Concentration6.0
Portfolio Stability18.0
Sector conviction78.3
View detail
WC
Westchester Capital Management, LLC
CIK 0001512805
Total reported value
$2.0B
878 stks
2026-06-30
Concentration12.7
Portfolio Stability58.0
Sector conviction70.4
View detail
WP
Waters Parkerson & Co., LLC
CIK 0001222993
Total reported value
$2.0B
200 stks
2026-06-30
Concentration10.5
Portfolio Stability15.2
Sector conviction42.1
View detail
W&
Waddell & Associates, LLC
CIK 0001776757
Total reported value
$2.0B
545 stks
2026-06-30
Concentration27.5
Portfolio Stability0.0
Sector conviction100.0
View detail
WI
Woodmont Investment Counsel LLC
CIK 0001133653
Total reported value
$1.8B
287 stks
2026-06-30
Concentration13.5
Portfolio Stability0.0
Sector conviction49.6
View detail
WR
Wealthspire Retirement, LLC
CIK 0002040084
Total reported value
$1.8B
321 stks
2026-06-30
Concentration17.6
Portfolio Stability15.1
Sector conviction61.8
View detail
WJ
Willis Johnson & Associates, Inc.
CIK 0001853239
Total reported value
$1.8B
102 stks
2026-06-30
Concentration39.7
Portfolio Stability17.0
Sector conviction96.2
View detail
WC
Waterloo Capital, L.P.
CIK 0001730942
Total reported value
$1.8B
560 stks
2026-06-30
Concentration4.4
Portfolio Stability43.5
Sector conviction46.7
View detail
WB
Westpac Banking CORP
CIK 0000719245
Total reported value
$1.6B
861 stks
2026-06-30
Concentration8.8
Portfolio Stability29.2
Sector conviction65.0
View detail
WC
Wealthquest Corp
CIK 0001632968
Total reported value
$1.6B
177 stks
2026-06-30
Concentration42.6
Portfolio Stability21.4
Sector conviction56.9
View detail
WP
Wealthsource Partners, LLC
CIK 0001674623
Total reported value
$1.5B
503 stks
2023-12-31
Stale — no recent filing
Concentration11.5
Portfolio Stability0.0
Sector conviction51.6
View detail
WO
Wilkinson Ogrady & Co Inc /ny
CIK 0000945425
Total reported value
$1.5B
189 stks
2013-09-30
Stale — no recent filing
Concentration10.3
Portfolio Stability24.9
Sector conviction44.2
View detail
WF
Wellspring Financial Advisors, LLC
CIK 0001811308
Total reported value
$1.5B
288 stks
2026-06-30
Concentration29.5
Portfolio Stability21.9
Sector conviction70.8
View detail
WA
Wbh Advisory Inc
CIK 0001259671
Total reported value
$1.5B
365 stks
2026-06-30
Concentration6.9
Portfolio Stability0.0
Sector conviction47.4
View detail
WA
Winthrop Advisory Group LLC
CIK 0001739043
Total reported value
$1.5B
331 stks
2026-06-30
Concentration19.5
Portfolio Stability0.0
Sector conviction81.3
View detail
WI
Weitz Investment Management, Inc.
CIK 0000883965
Total reported value
$1.4B
50 stks
2026-06-30
Concentration16.9
Portfolio Stability14.9
Sector conviction48.1
View detail
WT
Washington Trust Bank
CIK 0000861787
Total reported value
$1.4B
346 stks
2026-06-30
Concentration10.8
Portfolio Stability15.9
Sector conviction50.8
View detail
WF
Wipfli Financial Advisors LLC,
CIK 0001830600
Total reported value
$1.4B
2,676 stks
2022-09-30
Stale — no recent filing
Concentration15.6
Portfolio Stability0.0
Sector conviction52.7
View detail
WA
Weatherly Asset Management L. P.
CIK 0000934745
Total reported value
$1.4B
188 stks
2026-06-30
Concentration27.6
Portfolio Stability18.4
Sector conviction66.4
View detail
WS
W.G. Shaheen & Associates DBA Whitney & Co
CIK 0001577001
Total reported value
$1.4B
179 stks
2026-06-30
Concentration12.4
Portfolio Stability0.0
Sector conviction68.6
View detail
WT
Washington Trust Advisors, Inc.
CIK 0001900099
Total reported value
$1.3B
917 stks
2026-06-30
Concentration10.6
Portfolio Stability0.0
Sector conviction48.0
View detail
WC
Windward Capital Management Co /ca
CIK 0001078635
Total reported value
$1.3B
73 stks
2026-06-30
Concentration22.2
Portfolio Stability0.0
Sector conviction48.6
View detail
WF
Wescott Financial Advisory Group, LLC
CIK 0001864880
Total reported value
$1.3B
216 stks
2026-06-30
Concentration19.2
Portfolio Stability13.2
Sector conviction58.9
View detail
WA
Wealth Architects, LLC
CIK 0001611518
Total reported value
$1.3B
249 stks
2026-06-30
Concentration11.8
Portfolio Stability14.5
Sector conviction100.0
View detail
WG
Wilkinson Global Asset Management LLC
CIK 0001764000
Total reported value
$1.3B
94 stks
2026-06-30
Concentration17.6
Portfolio Stability23.6
Sector conviction68.6
View detail
WC
Woodstock CORP
CIK 0001008877
Total reported value
$1.2B
160 stks
2026-09-30
Concentration10.3
Portfolio Stability14.0
Sector conviction54.2
View detail
WV
West Virginia University Foundation, Inc
CIK 0002109379
Total reported value
$1.2B
6 stks
2026-06-30
Concentration100.0
Portfolio Stability18.4
Sector conviction0.0
View detail
WC
Willow Creek Wealth Management Inc.
CIK 0001632407
Total reported value
$1.2B
180 stks
2025-09-30
Stale — no recent filing
Concentration17.3
Portfolio Stability84.5
Sector conviction90.6
View detail
WH
Wolf Hill Capital Management, LP
CIK 0001785988
Total reported value
$1.2B
34 stks
2026-06-30
Concentration32.2
Portfolio Stability100.0
Sector conviction82.4
View detail
WA
Wealth Alliance, LLC
CIK 0001793904
Total reported value
$1.2B
573 stks
2026-06-30
Concentration7.5
Portfolio Stability34.3
Sector conviction72.0
View detail
WP
Waycross Partners, LLC
CIK 0001844873
Total reported value
$1.2B
72 stks
2026-06-30
Concentration16.6
Portfolio Stability30.7
Sector conviction53.0
View detail
WD
Wgi Dm, LLC
CIK 0002059126
Total reported value
$1.2B
7 stks
2026-06-30
Concentration91.5
Portfolio Stability0.0
Sector conviction76.5
View detail
WB
Webster Bank, N. A.
CIK 0001105837
Total reported value
$1.2B
850 stks
2026-06-30
Concentration10.8
Portfolio Stability14.9
Sector conviction53.5
View detail
WM
Ws Management Lllp
CIK 0000877338
Total reported value
$1.1B
47 stks
2026-06-30
Concentration29.7
Portfolio Stability51.0
Sector conviction86.3
View detail
WF
Wedbush Fund Advisers, LLC
CIK 0002070852
Total reported value
$1.1B
103 stks
2026-06-30
Concentration15.4
Portfolio Stability38.7
Sector conviction100.0
View detail
WM
Wealth Management Nebraska
CIK 0002042783
Total reported value
$1.1B
106 stks
2026-06-30
Concentration33.5
Portfolio Stability0.0
Sector conviction62.5
View detail
WA
WNY Asset Management, LLC
CIK 0001803296
Total reported value
$1.1B
261 stks
2026-06-30
Concentration14.8
Portfolio Stability32.5
Sector conviction52.0
View detail
WA
Wellesley Asset Management
CIK 0001533551
Total reported value
$1.1B
64 stks
2026-06-30
Concentration9.6
Portfolio Stability51.7
Sector conviction92.6
View detail
WI
Water Island Capital LLC
CIK 0001222765
Total reported value
$1.1B
85 stks
2026-06-30
Concentration11.8
Portfolio Stability100.0
Sector conviction43.3
View detail
WF
WealthTrust Fairport, LLC
CIK 0001427806
Total reported value
$1.1B
461 stks
2019-03-31
Stale — no recent filing
Concentration9.4
Portfolio Stability15.5
Sector conviction42.2
View detail
WC
Wealthcare Capital Management LLC
CIK 0001516450
Total reported value
$1.1B
105 stks
2026-06-30
Concentration73.3
Portfolio Stability8.9
Sector conviction100.0
View detail
WC
Westerkirk Capital Inc.
CIK 0002080423
Total reported value
$1.0B
212 stks
2026-06-30
Concentration16.4
Portfolio Stability23.6
Sector conviction61.1
View detail
WA
World Asset Management Inc
CIK 0001389215
Total reported value
$1.0B
843 stks
2021-09-30
Stale — no recent filing
Concentration3.4
Portfolio Stability0.0
Sector conviction50.4
View detail
WF
Wilmington Funds Management Corp
CIK 0001056357
Total reported value
$988.1M
747 stks
2014-06-30
Stale — no recent filing
Concentration1.8
Portfolio Stability36.0
Sector conviction49.3
View detail
WI
Wahed Invest LLC
CIK 0001763146
Total reported value
$958.1M
227 stks
2026-06-30
Concentration16.6
Portfolio Stability36.9
Sector conviction100.0
View detail
WD
Wendell David Associates Inc
CIK 0000878228
Total reported value
$946.7M
155 stks
2026-06-30
Concentration12.1
Portfolio Stability0.0
Sector conviction45.5
View detail
WH
Wealth High Governance Asset Management Ltda.
CIK 0002111728
Total reported value
$939.5M
50 stks
2026-06-30
Concentration13.4
Portfolio Stability100.0
Sector conviction88.8
View detail
WE
Wealth Enhancement Trust Services, Inc.
CIK 0002067696
Total reported value
$936.6M
1,120 stks
2026-09-30
Concentration6.2
Portfolio Stability40.9
Sector conviction63.7
View detail
WC
Wallace Capital Management Inc.
CIK 0001459754
Total reported value
$912.1M
77 stks
2026-06-30
Concentration41.6
Portfolio Stability15.0
Sector conviction72.5
View detail
WI
Warwick Investment Management, Inc.
CIK 0001931041
Total reported value
$891.1M
150 stks
2026-06-30
Concentration26.1
Portfolio Stability28.7
Sector conviction81.9
View detail
WC
Walkner Condon Financial Advisors LLC
CIK 0001817494
Total reported value
$871.4M
344 stks
2026-06-30
Concentration8.2
Portfolio Stability0.0
Sector conviction88.0
View detail
WF
WoodTrust Financial Corp
CIK 0001725247
Total reported value
$825.2M
242 stks
2026-09-30
Concentration13.2
Portfolio Stability13.9
Sector conviction48.1
View detail
WR
Werba Rubin Papier Wealth Management
CIK 0001971029
Total reported value
$823.5M
309 stks
2026-06-30
Concentration15.6
Portfolio Stability17.7
Sector conviction100.0
View detail
WA
Wallington Asset Management, LLC
CIK 0001426754
Total reported value
$813.9M
61 stks
2026-06-30
Concentration15.4
Portfolio Stability23.0
Sector conviction45.1
View detail
WL
White Lighthouse Investment Management Inc.
CIK 0001727593
Total reported value
$802.3M
151 stks
2026-06-30
Concentration21.8
Portfolio Stability15.0
Sector conviction53.5
View detail
WC
Weatherbie Capital, LLC
CIK 0001082045
Total reported value
$797.0M
62 stks
2016-12-31
Stale — no recent filing
Concentration11.6
Portfolio Stability38.6
Sector conviction100.0
View detail
WS
Wellington Shields Capital Management, LLC
CIK 0001506071
Total reported value
$788.4M
335 stks
2026-06-30
Concentration8.0
Portfolio Stability34.5
Sector conviction53.7
View detail
WC
Wexford Capital LP
CIK 0001048462
Total reported value
$782.0M
223 stks
2026-06-30
Concentration62.6
Portfolio Stability65.6
Sector conviction55.9
View detail
WI
Westside Investment Management, Inc.
CIK 0001538383
Total reported value
$761.3M
1,902 stks
2026-06-30
Concentration4.2
Portfolio Stability19.8
Sector conviction85.0
View detail
WD
Well Done, LLC
CIK 0001667132
Total reported value
$743.4M
202 stks
2026-06-30
Concentration16.0
Portfolio Stability23.2
Sector conviction51.0
View detail
WI
Wilkins Investment Counsel Inc
CIK 0001276853
Total reported value
$742.0M
119 stks
2026-06-30
Concentration8.7
Portfolio Stability0.0
Sector conviction42.9
View detail
WI
Walmart Inc.
CIK 0000104169
Total reported value
$736.0M
3 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
WA
Wealth Alliance Advisory Group, LLC
CIK 0001735734
Total reported value
$711.9M
204 stks
2026-09-30
Concentration13.3
Portfolio Stability18.2
Sector conviction56.1
View detail
W&
Woodard & Co Asset Management Group Inc /adv
CIK 0000771118
Total reported value
$693.9M
172 stks
2026-06-30
Concentration13.0
Portfolio Stability28.7
Sector conviction53.3
View detail
WA
Wilsey Asset Management Inc
CIK 0001598379
Total reported value
$681.0M
28 stks
2026-06-30
Concentration23.3
Portfolio Stability20.5
Sector conviction42.5
View detail
WL
WPWealth LLP
CIK 0001950118
Total reported value
$673.9M
103 stks
2026-06-30
Concentration32.0
Portfolio Stability8.2
Sector conviction100.0
View detail
WI
Wood Investment Counsel LLC
CIK 0001569566
Total reported value
$668.6M
85 stks
2014-09-30
Stale — no recent filing
Concentration20.9
Portfolio Stability13.6
Sector conviction90.2
View detail
WA
Wfm Asia
CIK 0001632574
Total reported value
$662.8M
5 stks
2026-06-30
Concentration83.0
Portfolio Stability41.5
Sector conviction100.0
View detail
WC
Wick Capital Partners, LLC
CIK 0001904388
Total reported value
$662.7M
251 stks
2026-06-30
Concentration35.0
Portfolio Stability28.6
Sector conviction72.0
View detail
WA
Wealthstream Advisors, Inc.
CIK 0001833780
Total reported value
$661.3M
204 stks
2025-09-30
Stale — no recent filing
Concentration51.5
Portfolio Stability22.1
Sector conviction74.0
View detail
WF
West Financial Advisors, LLC
CIK 0001843684
Total reported value
$658.5M
224 stks
2026-06-30
Concentration28.4
Portfolio Stability0.0
Sector conviction85.5
View detail
WP
WealthShield Partners, LLC
CIK 0001729303
Total reported value
$653.8M
379 stks
2026-06-30
Concentration6.4
Portfolio Stability51.0
Sector conviction56.1
View detail
WW
Waterfront Wealth Inc.
CIK 0001775210
Total reported value
$645.5M
298 stks
2026-06-30
Concentration3.5
Portfolio Stability23.2
Sector conviction54.5
View detail
WW
West Wealth Group, LLC
CIK 0001923591
Total reported value
$644.6M
145 stks
2026-09-30
Concentration26.4
Portfolio Stability17.8
Sector conviction100.0
View detail
WG
Watts Gwilliam & Co., LLC
CIK 0001657733
Total reported value
$619.8M
242 stks
2025-09-30
Stale — no recent filing
Concentration26.3
Portfolio Stability4.6
Sector conviction100.0
View detail
WW
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849
Total reported value
$614.0M
123 stks
2026-09-30
Concentration15.2
Portfolio Stability28.6
Sector conviction57.8
View detail
WC
Westover Capital Advisors, LLC
CIK 0001483467
Total reported value
$601.9M
240 stks
2026-06-30
Concentration7.5
Portfolio Stability20.8
Sector conviction62.6
View detail
WC
Woodson Capital Management, LP
CIK 0001697848
Total reported value
$597.4M
26 stks
2026-06-30
Concentration21.7
Portfolio Stability53.4
Sector conviction79.3
View detail
WF
WestHill Financial Advisors, Inc.
CIK 0001759641
Total reported value
$596.6M
92 stks
2026-09-30
Concentration39.2
Portfolio Stability6.3
Sector conviction100.0
View detail
WP
Whalerock Point Partners, LLC
CIK 0001389709
Total reported value
$586.9M
207 stks
2026-06-30
Concentration12.9
Portfolio Stability20.2
Sector conviction55.5
View detail
WP
West Paces Advisors Inc.
CIK 0002004720
Total reported value
$586.5M
692 stks
2026-09-30
Concentration20.6
Portfolio Stability13.5
Sector conviction41.9
View detail
WC
Weil Company, Inc.
CIK 0001318011
Total reported value
$580.2M
134 stks
2026-09-30
Concentration14.0
Portfolio Stability14.9
Sector conviction61.5
View detail
WA
Winslow Asset Management Inc
CIK 0001286534
Total reported value
$575.1M
82 stks
2026-06-30
Concentration14.1
Portfolio Stability16.3
Sector conviction51.9
View detail
WD
Wealth Dimensions Group, Ltd.
CIK 0001846462
Total reported value
$558.3M
179 stks
2026-06-30
Concentration17.1
Portfolio Stability11.6
Sector conviction61.6
View detail
WC
Westchester Capital Management, Inc.
CIK 0001390063
Total reported value
$555.4M
46 stks
2026-06-30
Concentration19.9
Portfolio Stability18.3
Sector conviction50.3
View detail
Showing 1-150 of 510 institutions