13F filers starting with W

384 institutional investment managers. Portfolio value and holdings are from each manager’s latest SEC Form 13F-HR filing.

Fund13F valueHoldingsLatest

W ADVISORS, LLC$219.9M · 153 holdings · Q2 2026$219.9M153Q2 2026
W.G. Shaheen & Associates DBA Whitney & Co$1.4B · 179 holdings · Q2 2026$1.4B179Q2 2026
W.H. Cornerstone Investments Inc.$176.8M · 141 holdings · Q2 2026$176.8M141Q2 2026
WADDELL & ASSOCIATES, LLC$2.0B · 545 holdings · Q2 2026$2.0B545Q2 2026
WAFRA INC.$5.9M · 1 holdings · Q2 2026$5.9M1Q2 2026
Wagner Wealth Management, Corp$123.8M · 101 holdings · Q2 2026$123.8M101Q2 2026
Wagner Wealth Management, LLC$540.6M · 282 holdings · Q2 2026$540.6M282Q2 2026
Wahed Invest LLC$958.1M · 227 holdings · Q2 2026$958.1M227Q2 2026
Wakefield Asset Management LLLP$444.2M · 225 holdings · Q2 2026$444.2M225Q2 2026
Waldron Private Wealth LLC$2.9B · 350 holdings · Q2 2026$2.9B350Q2 2026
Walker Asset Management, LLC$198.2M · 152 holdings · Q2 2026$198.2M152Q2 2026
Walker Financial Services, Inc.$323.3M · 45 holdings · Q2 2026$323.3M45Q2 2026
Walkner Condon Financial Advisors LLC$871.4M · 344 holdings · Q2 2026$871.4M344Q2 2026
Wall Capital Group, Inc.$122.2M · 30 holdings · Q2 2026$122.2M30Q2 2026
Wall Street Financial Group, Inc.$187.1M · 120 holdings · Q2 2026$187.1M120Q2 2026
Wallace Advisory Group, LLC$106.3M · 134 holdings · Q2 2026$106.3M134Q2 2026
Wallace Capital Management Inc.$912.1M · 77 holdings · Q2 2026$912.1M77Q2 2026
Wallace Foundation$226.7M · 1 holdings · Q2 2026$226.7M1Q2 2026
Wallace Hart LLC$160.0M · 45 holdings · Q2 2026$160.0M45Q2 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$396.2M · 142 holdings · Q2 2026$396.2M142Q2 2026
WALLER FINANCIAL PLANNING GROUP, INC$485.6M · 78 holdings · Q2 2026$485.6M78Q2 2026
Walleye Capital LLC$28.0B · 4,674 holdings · Q2 2026$28.0B4,674Q2 2026
Walleye Partners, LLC$87.7M · 59 holdings · Q2 2026$87.7M59Q2 2026
Walleye Trading LLC$87.6B · 3,913 holdings · Q2 2026$87.6B3,913Q2 2026
Wallington Asset Management, LLC$813.9M · 61 holdings · Q2 2026$813.9M61Q2 2026
Walmart Inc.$736.0M · 3 holdings · Q2 2026$736.0M3Q2 2026
Walnut Level Capital LLC— · 1 holdings · Q2 2026—1Q2 2026
WALNUT PRIVATE EQUITY PARTNERS, LLC$185.0M · 15 holdings · Q2 2026$185.0M15Q2 2026
Walser Wealth Management Company, A Ltd Liability Co$240.7M · 215 holdings · Q2 2026$240.7M215Q2 2026
Walsh & Associates, LLC$122.4M · 245 holdings · Q2 2026$122.4M245Q2 2026
Walsky Investment Management, Inc.$107.7M · 52 holdings · Q2 2026$107.7M52Q2 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$404.6M · 169 holdings · Q2 2026$404.6M169Q2 2026
Walter Public Investments Inc.$415.5M · 53 holdings · Q2 2026$415.5M53Q2 2026
Waratah Capital Advisors Ltd.$2.9B · 142 holdings · Q2 2026$2.9B142Q2 2026
Warberg Asset Management LLC$551.1M · 170 holdings · Q2 2026$551.1M170Q2 2026
WARBURG PINCUS & CO.$7.9M · 12 holdings · Q3 2015$7.9M12Q3 2015
WARBURG PINCUS LLC$187.0M · 1 holdings · Q2 2026$187.0M1Q2 2026
Warburton Capital Management, LLC$245.9M · 75 holdings · Q2 2026$245.9M75Q2 2026
Warm Springs Advisors Inc.$144.6M · 45 holdings · Q2 2026$144.6M45Q2 2026
WARNER FINANCIAL, INC$340.1M · 145 holdings · Q2 2026$340.1M145Q2 2026
Warner Group LLC$406.1M · 129 holdings · Q2 2026$406.1M129Q2 2026
Warren Street Wealth Advisors, LLC$448.1M · 156 holdings · Q2 2026$448.1M156Q2 2026
Warther Private Wealth, LLC$455.9M · 50 holdings · Q2 2026$455.9M50Q2 2026
Warwick Investment Management, Inc.$891.1M · 149 holdings · Q2 2026$891.1M149Q2 2026
WASATCH ADVISORS LP$15.3B · 219 holdings · Q2 2026$15.3B219Q2 2026
WASHBURN CAPITAL MANAGEMENT, INC.$203.1M · 56 holdings · Q2 2026$203.1M56Q2 2026
WASHINGTON CAPITAL MANAGEMENT, INC$151.5M · 113 holdings · Q2 2026$151.5M113Q2 2026
WASHINGTON GROWTH STRATEGIES LLC$180.1M · 62 holdings · Q2 2026$180.1M62Q2 2026
WASHINGTON STATE INVESTMENT BOARD$267.8M · 2 holdings · Q2 2026$267.8M2Q2 2026
Washington Trust Advisors, Inc.$1.3B · 724 holdings · Q2 2026$1.3B724Q2 2026
WASHINGTON TRUST BANK$1.4B · 206 holdings · Q2 2026$1.4B206Q2 2026
WASHINGTON TRUST Co$3.2B · 296 holdings · Q2 2026$3.2B296Q2 2026
WASHINGTON UNIVERSITY$264.8M · 3 holdings · Q2 2026$264.8M3Q2 2026
Wasserstein Management, L.P.$264.0M · 8 holdings · Q2 2026$264.0M8Q2 2026
Watchman Group, Inc.$447.4M · 73 holdings · Q2 2026$447.4M73Q2 2026
Watchtower Advisors, LP$179.6M · 11 holdings · Q2 2026$179.6M11Q2 2026
WATER ISLAND CAPITAL LLC$1.1B · 85 holdings · Q2 2026$1.1B85Q2 2026
Waterfall Asset Management, LLC$163.4M · 18 holdings · Q2 2026$163.4M18Q2 2026
Waterford Advisors, LLC$366.5M · 64 holdings · Q2 2026$366.5M64Q2 2026
Waterfront Capital Partners, LLC— · 1 holdings · Q2 2026—1Q2 2026
Waterfront Wealth Inc.$645.5M · 298 holdings · Q2 2026$645.5M298Q2 2026
Waterloo Capital, L.P.$1.8B · 560 holdings · Q2 2026$1.8B560Q2 2026
WATERS PARKERSON & CO., LLC$2.0B · 200 holdings · Q2 2026$2.0B200Q2 2026
Watershed Asset Management, L.L.C.$111.8M · 116 holdings · Q2 2026$111.8M116Q2 2026
WATERSHED PRIVATE WEALTH LLC$355.1M · 120 holdings · Q2 2026$355.1M120Q2 2026
Waterway Wealth Management, LLC$489.7M · 96 holdings · Q2 2026$489.7M96Q2 2026
Watts Gwilliam & Co., LLC$626.0M · 228 holdings · Q3 2025$626.0M228Q3 2025
Waverly Advisors, LLC$17.2B · 1,751 holdings · Q2 2026$17.2B1,751Q2 2026
Waverton Investment Management Ltd— · 1 holdings · Q2 2026—1Q2 2026
Waycross Investment Management Co$131.3M · 59 holdings · Q2 2026$131.3M59Q2 2026
WAYCROSS PARTNERS, LLC$1.2B · 72 holdings · Q2 2026$1.2B72Q2 2026
Wayfinding Financial, LLC$264.0M · 171 holdings · Q2 2026$264.0M171Q2 2026
waypoint wealth counsel$159.8M · 150 holdings · Q2 2026$159.8M150Q2 2026
WAYSTONE ADVISORS LLC$134.1M · 110 holdings · Q2 2026$134.1M110Q2 2026
WBH ADVISORY INC$1.5B · 363 holdings · Q2 2026$1.5B363Q2 2026
WBI INVESTMENTS, LLC$403.5M · 286 holdings · Q2 2026$403.5M286Q2 2026
WCG Wealth Advisors LLC$4.2B · 555 holdings · Q2 2026$4.2B555Q2 2026
WCM INVESTMENT MANAGEMENT, LLC$55.2B · 266 holdings · Q2 2026$55.2B266Q2 2026
WD RUTHERFORD LLC$276.3M · 75 holdings · Q2 2026$276.3M75Q2 2026
WD Thunder CV Ultimate GP LLC$93.5M · 1 holdings · Q2 2026$93.5M1Q2 2026
Wealth Advisors Northwest LLC$293.2M · 65 holdings · Q2 2026$293.2M65Q2 2026
Wealth Advisors of Iowa, LLC$369.2M · 90 holdings · Q2 2026$369.2M90Q2 2026
Wealth Advisors of Tampa Bay, LLC$326.9M · 94 holdings · Q2 2026$326.9M94Q2 2026
Wealth Advisory Solutions, LLC$487.1M · 150 holdings · Q2 2026$487.1M150Q2 2026
Wealth Advisory Team LLC$123.0M · 39 holdings · Q2 2026$123.0M39Q2 2026
Wealth Alliance Advisory Group, LLC$691.4M · 203 holdings · Q2 2026$691.4M203Q2 2026
WEALTH ALLIANCE, LLC$1.2B · 573 holdings · Q2 2026$1.2B573Q2 2026
Wealth Analytics Partners, LLC$275.7M · 50 holdings · Q2 2026$275.7M50Q2 2026
Wealth Architects, LLC$1.3B · 248 holdings · Q2 2026$1.3B248Q2 2026
Wealth Care LLC$123.5M · 73 holdings · Q2 2026$123.5M73Q2 2026
Wealth Dimensions Group, Ltd.$558.3M · 179 holdings · Q2 2026$558.3M179Q2 2026
WEALTH EFFECTS LLC$370.5M · 256 holdings · Q2 2026$370.5M256Q2 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$59.8B · 4,137 holdings · Q2 2026$59.8B4,137Q2 2026
Wealth Enhancement Trust Services, Inc.$900.1M · 1,529 holdings · Q2 2026$900.1M1,529Q2 2026
Wealth Forward, LLC$200.8M · 49 holdings · Q2 2026$200.8M49Q2 2026
Wealth Group Ltd$522.5M · 95 holdings · Q2 2026$522.5M95Q2 2026
Wealth Group, Ltd.$400.7M · 106 holdings · Q2 2026$400.7M106Q2 2026
Wealth High Governance Asset Management Ltda.$939.5M · 50 holdings · Q2 2026$939.5M50Q2 2026
Wealth High Governance Capital Ltda$334.4M · 35 holdings · Q2 2026$334.4M35Q2 2026
Wealth Intelligence, LLC$215.3M · 59 holdings · Q2 2026$215.3M59Q2 2026
Wealth Management Associates, Inc.$362.4M · 254 holdings · Q2 2026$362.4M254Q2 2026
Wealth Management Nebraska$1.1B · 106 holdings · Q2 2026$1.1B106Q2 2026
Wealth Management Partners, LLC$425.0M · 154 holdings · Q2 2026$425.0M154Q2 2026
WEALTH MANAGEMENT RESOURCES, INC.$324.2M · 31 holdings · Q2 2026$324.2M31Q2 2026
Wealth Management Strategies, Inc.$255.9M · 45 holdings · Q2 2026$255.9M45Q2 2026
Wealth Preservation Advisors, LLC$175.4M · 88 holdings · Q2 2026$175.4M88Q2 2026
Wealth Quarterback LLC$323.8M · 172 holdings · Q2 2026$323.8M172Q2 2026
Wealth Science Advisors LLC$225.0M · 97 holdings · Q2 2026$225.0M97Q2 2026
Wealth Watch Advisors, INC$309.1M · 142 holdings · Q2 2026$309.1M142Q2 2026
WealthBridge Capital Management, LLC$503.1M · 235 holdings · Q2 2026$503.1M235Q2 2026
WealthBridge Investment Counsel Inc.$374.5M · 44 holdings · Q2 2026$374.5M44Q2 2026
Wealthcare Advisory Partners LLC$5.3B · 1,084 holdings · Q2 2026$5.3B1,084Q2 2026
WealthCare Asset Management, LLC$240.7M · 78 holdings · Q2 2026$240.7M78Q2 2026
WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B · 105 holdings · Q2 2026$1.1B105Q2 2026
Wealthcare Capital Partners, LLC$242.0M · 179 holdings · Q2 2026$242.0M179Q2 2026
WealthCare Investment Partners, LLC$411.7M · 206 holdings · Q2 2026$411.7M206Q2 2026
WealthCollab, LLC$276.1M · 969 holdings · Q2 2026$276.1M969Q2 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC$294.1M · 143 holdings · Q2 2026$294.1M143Q2 2026
Wealthfront Advisers LLC$52.0B · 1,119 holdings · Q2 2026$52.0B1,119Q2 2026
WEALTHGARDEN F.S. LLC$176.4M · 187 holdings · Q2 2026$176.4M187Q2 2026
WealthNavi Inc.$12.8B · 11 holdings · Q2 2026$12.8B11Q2 2026
WealthPlan Investment Management, LLC$2.0B · 478 holdings · Q2 2026$2.0B478Q2 2026
WealthPLAN Partners, LLC$523.0M · 227 holdings · Q2 2026$523.0M227Q2 2026
WealthPoint Financial, LLC$137.2M · 126 holdings · Q2 2026$137.2M126Q2 2026
Wealthquest Corp$1.6B · 177 holdings · Q2 2026$1.6B177Q2 2026
WealthShield Partners, LLC$653.8M · 379 holdings · Q2 2026$653.8M379Q2 2026
WEALTHSPAN PARTNERS, LLC$317.3M · 129 holdings · Q2 2026$317.3M129Q2 2026
Wealthspire Advisors, LLC$18.2B · 1,298 holdings · Q2 2026$18.2B1,298Q2 2026
Wealthspring Capital LLC$447.6M · 208 holdings · Q2 2026$447.6M208Q2 2026
WealthSpring Partners, LLC$116.4M · 71 holdings · Q2 2026$116.4M71Q2 2026
Wealthstar Advisors, LLC$342.9M · 114 holdings · Q2 2026$342.9M114Q2 2026
Wealthstream Advisors, Inc.$661.3M · 204 holdings · Q3 2025$661.3M204Q3 2025
WealthTrak Capital Management LLC$152.0M · 77 holdings · Q2 2026$152.0M77Q2 2026
WealthTrust Asset Management, LLC$184.7M · 111 holdings · Q2 2026$184.7M111Q2 2026
WealthTrust Axiom LLC$447.6M · 302 holdings · Q2 2026$447.6M302Q2 2026
WEATHERLY ASSET MANAGEMENT L. P.$1.4B · 188 holdings · Q2 2026$1.4B188Q2 2026
Weaver C. Barksdale & Associates, Inc.$111.5M · 62 holdings · Q2 2026$111.5M62Q2 2026
Weaver Capital Management LLC$453.9M · 172 holdings · Q2 2026$453.9M172Q2 2026
Weaver Consulting Group$487.7M · 297 holdings · Q2 2026$487.7M297Q2 2026
WEBER CAPITAL MANAGEMENT LLC /ADV$117.5M · 13 holdings · Q2 2026$117.5M13Q2 2026
Webs Creek Capital Management LP$528.0M · 13 holdings · Q2 2026$528.0M13Q2 2026
WEBSTER BANK, N. A.$1.2B · 698 holdings · Q2 2026$1.2B698Q2 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC$390.4M · 103 holdings · Q2 2026$390.4M103Q2 2026
Wedbush Fund Advisers, LLC$1.1B · 103 holdings · Q2 2026$1.1B103Q2 2026
WEDBUSH SECURITIES INC$3.9B · 1,309 holdings · Q2 2026$3.9B1,309Q2 2026
WEDGE CAPITAL MANAGEMENT L L P/NC$6.1B · 484 holdings · Q2 2026$6.1B484Q2 2026
WEDGEWOOD INVESTORS INC /PA/$97.4M · 110 holdings · Q2 2026$97.4M110Q2 2026
WEDGEWOOD PARTNERS INC$484.4M · 18 holdings · Q2 2026$484.4M18Q2 2026
Wedmont Private Capital$3.6B · 952 holdings · Q2 2026$3.6B952Q2 2026
WEIK CAPITAL MANAGEMENT$260.3M · 93 holdings · Q2 2026$260.3M93Q2 2026
Weil Company, Inc.$567.7M · 133 holdings · Q2 2026$567.7M133Q2 2026
Weinberger Asset Management, Inc$311.8M · 101 holdings · Q2 2026$311.8M101Q2 2026
Weiss Asset Management LP$9.5B · 624 holdings · Q2 2026$9.5B624Q2 2026
WEITZ INVESTMENT MANAGEMENT, INC.$1.4B · 50 holdings · Q2 2026$1.4B50Q2 2026
Weitzel Financial Services, Inc.$294.1M · 51 holdings · Q2 2026$294.1M51Q2 2026
Wela Strategies, Inc.$263.7M · 55 holdings · Q3 2025$263.7M55Q3 2025
WELCH & FORBES LLC$8.2B · 388 holdings · Q2 2026$8.2B388Q2 2026
WELCH CAPITAL PARTNERS LLC/NY$510.3M · 26 holdings · Q2 2026$510.3M26Q2 2026
Welch Financial Planning, LLC$171.6M · 71 holdings · Q2 2026$171.6M71Q2 2026
Welch Group, LLC$2.9B · 326 holdings · Q2 2026$2.9B326Q2 2026
Well Done, LLC$743.4M · 202 holdings · Q2 2026$743.4M202Q2 2026
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$9.0B · 20 holdings · Q2 2026$9.0B20Q2 2026
Wellesley Asset Management$1.1B · 64 holdings · Q2 2026$1.1B64Q2 2026
Wellington Grp LLC$324.6M · 394 holdings · Q2 2026$324.6M394Q2 2026
WELLINGTON MANAGEMENT GROUP LLP$580.2B · 1,921 holdings · Q2 2026$580.2B1,921Q2 2026
Wellington Shields & Co., LLC$446.5M · 329 holdings · Q2 2026$446.5M329Q2 2026
Wellington Shields Capital Management, LLC$788.4M · 334 holdings · Q2 2026$788.4M334Q2 2026
WELLINGTON-ALTUS USA INC.$140.3M · 661 holdings · Q2 2026$140.3M661Q2 2026
WELLS FARGO & COMPANY/MN$617.4B · 7,294 holdings · Q2 2026$617.4B7,294Q2 2026
Wells Financial Advisors INC$10.8M · 42 holdings · Q2 2026$10.8M42Q2 2026
Wells Trecaso Financial Group, LLC$210.4M · 80 holdings · Q3 2025$210.4M80Q3 2025
Wellspring Financial Advisors, LLC$1.5B · 288 holdings · Q2 2026$1.5B288Q2 2026
Wendel SE$518.9M · 1 holdings · Q2 2026$518.9M1Q2 2026
WENDELL DAVID ASSOCIATES INC$946.7M · 155 holdings · Q2 2026$946.7M155Q2 2026
Werba Rubin Papier Wealth Management$823.5M · 309 holdings · Q2 2026$823.5M309Q2 2026
Werlinich Asset Management, LLC$261.7M · 58 holdings · Q2 2026$261.7M58Q2 2026
Wernau Asset Management Inc.$192.5M · 51 holdings · Q2 2026$192.5M51Q2 2026
WESBANCO BANK INC$4.0B · 676 holdings · Q2 2026$4.0B676Q2 2026
WESCAP Management Group, Inc.$535.8M · 107 holdings · Q2 2026$535.8M107Q2 2026
Wescott Financial Advisory Group, LLC$1.3B · 200 holdings · Q2 2026$1.3B200Q2 2026
Wesleyan Assurance Society$2.0B · 109 holdings · Q2 2026$2.0B109Q2 2026
WESPAC Advisors SoCal, LLC$560.3M · 122 holdings · Q2 2026$560.3M122Q2 2026
WESPAC Advisors, LLC$205.1M · 200 holdings · Q2 2026$205.1M200Q2 2026
WEST BANCORPORATION INC$233.8M · 95 holdings · Q2 2026$233.8M95Q2 2026
West Branch Capital LLC$430.3M · 355 holdings · Q2 2026$430.3M355Q2 2026
WEST CHESTER CAPITAL ADVISORS, INC$150.2M · 54 holdings · Q2 2026$150.2M54Q2 2026
West Family Investments, Inc.$345.0M · 468 holdings · Q2 2026$345.0M468Q2 2026
West Financial Advisors, LLC$658.5M · 224 holdings · Q2 2026$658.5M224Q2 2026
WEST MICHIGAN ADVISORS, LLC$455.2M · 298 holdings · Q2 2026$455.2M298Q2 2026
West Oak Capital, LLC$2.5M · 279 holdings · Q3 2025$2.5M279Q3 2025
WEST PACES ADVISORS INC.$596.0M · 765 holdings · Q2 2026$596.0M765Q2 2026
West Tower Group, LLC$35.6M · 45 holdings · Q2 2026$35.6M45Q2 2026
West Virginia University Foundation, Inc$1.2B · 6 holdings · Q2 2026$1.2B6Q2 2026
West Wealth Group, LLC$611.3M · 143 holdings · Q2 2026$611.3M143Q2 2026
Westbourne Investment Advisors, Inc.$362.7M · 120 holdings · Q2 2026$362.7M120Q2 2026
WESTBOURNE INVESTMENTS, INC.$245.2M · 149 holdings · Q2 2026$245.2M149Q2 2026
WestBridge Capital Management, LLC$79.5M · 1 holdings · Q2 2026$79.5M1Q2 2026
WestCap Management, LLC$195.1M · 2 holdings · Q2 2026$195.1M2Q2 2026
Westchester Capital Management, Inc.$555.4M · 46 holdings · Q2 2026$555.4M46Q2 2026
Westchester Capital Management, LLC$2.0B · 310 holdings · Q2 2026$2.0B310Q2 2026
WESTCO ADVISORY SERVICES INC /ADV$165.7M · 99 holdings · Q2 2026$165.7M99Q2 2026
WestEnd Advisors, LLC$4.5B · 408 holdings · Q2 2026$4.5B408Q2 2026
Westend Capital Management, LLC$437.2M · 242 holdings · Q2 2026$437.2M242Q2 2026
Westerkirk Capital Inc.$1.0B · 212 holdings · Q2 2026$1.0B212Q2 2026
WESTERLY CAPITAL MANAGEMENT, LLC$541.8M · 46 holdings · Q2 2026$541.8M46Q2 2026
Western Asset Management Company, LLC$45.2M · 10 holdings · Q3 2025$45.2M10Q3 2025
Western Financial Corp/CA$341.5M · 132 holdings · Q2 2026$341.5M132Q2 2026
Western Pacific Wealth Management, LP$110.6M · 181 holdings · Q2 2026$110.6M181Q2 2026
Western Reserve Capital Management, LLC$134.9M · 53 holdings · Q2 2026$134.9M53Q2 2026
Western Standard LLC$295.3M · 27 holdings · Q2 2026$295.3M27Q2 2026
Western Wealth Management, LLC$3.1B · 1,006 holdings · Q2 2026$3.1B1,006Q2 2026
WESTFIELD CAPITAL MANAGEMENT CO LP$30.6B · 278 holdings · Q2 2026$30.6B278Q2 2026
Westfuller Advisors, LLC$274.7M · 765 holdings · Q2 2026$274.7M765Q2 2026
Westhampton Capital, LLC$241.0M · 131 holdings · Q2 2026$241.0M131Q2 2026
WestHill Financial Advisors, Inc.$587.3M · 82 holdings · Q2 2026$587.3M82Q2 2026
Westmount Partners, LLC$457.1M · 275 holdings · Q2 2026$457.1M275Q2 2026
Westover Capital Advisors, LLC$601.9M · 240 holdings · Q2 2026$601.9M240Q2 2026
WESTPAC BANKING CORP$1.6B · 498 holdings · Q2 2026$1.6B498Q2 2026
WESTPORT ASSET MANAGEMENT INC$244.9M · 80 holdings · Q2 2026$244.9M80Q2 2026
Westshore Wealth, LLC$322.1M · 107 holdings · Q2 2026$322.1M107Q2 2026
Westside Investment Management, Inc.$761.3M · 1,446 holdings · Q2 2026$761.3M1,446Q2 2026
Westview Management dba Westview Investment Advisors$204.4M · 67 holdings · Q2 2026$204.4M67Q2 2026
Westwind Capital$422.1M · 77 holdings · Q2 2026$422.1M77Q2 2026
Westwood Global Investments, LLC$2.8B · 11 holdings · Q2 2026$2.8B11Q2 2026
WESTWOOD HOLDINGS GROUP INC$13.3B · 626 holdings · Q2 2026$13.3B626Q2 2026
Westwood Wealth Management$345.0M · 43 holdings · Q2 2026$345.0M43Q2 2026
WETZEL INVESTMENT ADVISORS, INC.$288.7M · 139 holdings · Q2 2026$288.7M139Q2 2026
WEXFORD CAPITAL LP$782.0M · 223 holdings · Q2 2026$782.0M223Q2 2026
WEYBOSSET RESEARCH & MANAGEMENT LLC$380.9M · 32 holdings · Q2 2026$380.9M32Q2 2026
WFA Asset Management Corp$184.0M · 196 holdings · Q3 2025$184.0M196Q3 2025
WFA of San Diego, LLC$122.1M · 94 holdings · Q2 2026$122.1M94Q2 2026
WFM ASIA (BVI) Ltd$662.8M · 5 holdings · Q2 2026$662.8M5Q2 2026
WGI DM, LLC$1.2B · 7 holdings · Q2 2026$1.2B7Q2 2026
Whale Rock Capital Management LLC$12.5B · 35 holdings · Q2 2026$12.5B35Q2 2026
Whalen Wealth Management Inc.$222.2M · 195 holdings · Q2 2026$222.2M195Q2 2026
WHALEROCK POINT PARTNERS, LLC$586.9M · 207 holdings · Q2 2026$586.9M207Q2 2026
Wharton Business Group, LLC$3.0B · 142 holdings · Q2 2026$3.0B142Q2 2026
Wheelhouse Advisory Group LLC$354.4M · 55 holdings · Q2 2026$354.4M55Q2 2026
Wheels Up Wealth, Inc.$117.9M · 23 holdings · Q2 2026$117.9M23Q2 2026
Whelan Financial$367.2M · 101 holdings · Q2 2026$367.2M101Q2 2026
Whetstone Capital Advisors, LLC$380.4M · 68 holdings · Q2 2026$380.4M68Q2 2026
WHI TRUST Co LLC$154.7M · 59 holdings · Q2 2026$154.7M59Q2 2026
Whipplewood Advisors, LLC$148.6M · 636 holdings · Q2 2026$148.6M636Q2 2026
Whitaker-Myers Wealth Managers, LTD.$598.8M · 113 holdings · Q2 2026$598.8M113Q2 2026
Whitcomb & Hess, Inc.$463.0M · 66 holdings · Q2 2026$463.0M66Q2 2026
White & Co Financial Planning Inc$161.4M · 20 holdings · Q2 2026$161.4M20Q2 2026
White Knight Strategic Wealth Advisors, LLC$142.8M · 89 holdings · Q2 2026$142.8M89Q2 2026
White Lighthouse Investment Management Inc.$802.3M · 151 holdings · Q2 2026$802.3M151Q2 2026
WHITE MOUNTAINS INSURANCE GROUP LTD$393.6M · 2 holdings · Q2 2026$393.6M2Q2 2026
White Oak Capital Partners Pte. Ltd.$425.3M · 17 holdings · Q2 2026$425.3M17Q2 2026
WHITE PINE CAPITAL LLC$423.2M · 240 holdings · Q2 2026$423.2M240Q2 2026
White Pine Investment CO$469.2M · 72 holdings · Q2 2026$469.2M72Q2 2026
White Wing Wealth Management$191.7M · 40 holdings · Q2 2026$191.7M40Q2 2026
Whitebark Investors LP$129.5M · 10 holdings · Q2 2026$129.5M10Q2 2026
WHITEBOX ADVISORS LLC$7.7B · 667 holdings · Q2 2026$7.7B667Q2 2026
Whitefort Capital Management, LP$405.7M · 19 holdings · Q2 2026$405.7M19Q2 2026
Whitegate Investment Counselors, Inc.$351.3M · 76 holdings · Q2 2026$351.3M76Q2 2026
WHITENER CAPITAL MANAGEMENT, INC.$472.1M · 184 holdings · Q2 2026$472.1M184Q2 2026
Whitford Management LLC$112.0M · 22 holdings · Q2 2026$112.0M22Q2 2026
WHITTIER TRUST CO$10.2B · 1,355 holdings · Q2 2026$10.2B1,355Q2 2026
WHITTIER TRUST CO OF NEVADA INC$5.3B · 1,423 holdings · Q2 2026$5.3B1,423Q2 2026
Wick Capital Partners, LLC$662.7M · 246 holdings · Q2 2026$662.7M246Q2 2026
Widmann Financial Services, Inc.$186.5M · 123 holdings · Q2 2026$186.5M123Q2 2026
Wildcat Capital Management, LLC$228.5M · 3 holdings · Q2 2026$228.5M3Q2 2026
WILEY BROS.-AINTREE CAPITAL, LLC$24.4B · 2,509 holdings · Q2 2026$24.4B2,509Q2 2026
Wilian Securities, LLC$169.3M · 89 holdings · Q2 2026$169.3M89Q2 2026
Wilkerson Advisory Group LLC$325.6M · 620 holdings · Q2 2026$325.6M620Q2 2026
WILKINS INVESTMENT COUNSEL INC$742.0M · 119 holdings · Q2 2026$742.0M119Q2 2026
Wilkins Miller Wealth Management, LLC$181.8M · 95 holdings · Q2 2026$181.8M95Q2 2026
Wilkinson Global Asset Management LLC$1.3B · 62 holdings · Q2 2026$1.3B62Q2 2026
William Allan Corp$204.5M · 62 holdings · Q2 2026$204.5M62Q2 2026
William B. Walkup & Associates, Inc.$207.7M · 258 holdings · Q2 2026$207.7M258Q2 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$33.3B · 403 holdings · Q2 2026$33.3B403Q2 2026
William Howard & Co Financial Advisors Inc$128.6M · 54 holdings · Q2 2026$128.6M54Q2 2026
WILLIAM JOHN SEMPOLINSKI$247.7M · 106 holdings · Q2 2026$247.7M106Q2 2026
William Mack & Associates, Inc.$283.7M · 108 holdings · Q2 2026$283.7M108Q2 2026
William Marsh Rice University$219.2M · 2 holdings · Q2 2026$219.2M2Q2 2026
Williams & Novak, LLC$151.2M · 146 holdings · Q2 2026$151.2M146Q2 2026
Williams Financial, LLC$193.5M · 30 holdings · Q2 2026$193.5M30Q2 2026
Williams Jones Wealth Management, LLC.$8.9B · 547 holdings · Q2 2026$8.9B547Q2 2026
Williamson Legacy Group, LLC$201.4M · 75 holdings · Q2 2026$201.4M75Q2 2026
Willis Investment Counsel$2.1B · 125 holdings · Q2 2026$2.1B125Q2 2026
Willis Johnson & Associates, Inc.$1.8B · 102 holdings · Q2 2026$1.8B102Q2 2026
WILLNER & HELLER, LLC$159.7M · 165 holdings · Q2 2026$159.7M165Q2 2026
Willow Creek Capital Management, Inc.$103.0M · 100 holdings · Q2 2026$103.0M100Q2 2026
Willow Creek Wealth Management Inc.$1.2B · 180 holdings · Q3 2025$1.2B180Q3 2025
Willow Financial LLC$98.7M · 37 holdings · Q1 2026$98.7M37Q1 2026
Wills Financial Group LLC$274.8M · 82 holdings · Q2 2026$274.8M82Q2 2026
Wilmar Advisors LLC$138.1M · 23 holdings · Q2 2026$138.1M23Q2 2026
Wilmington Savings Fund Society, FSB$4.5B · 1,487 holdings · Q2 2026$4.5B1,487Q2 2026
WILSEY ASSET MANAGEMENT INC$681.0M · 28 holdings · Q2 2026$681.0M28Q2 2026
Wilshire Advisors LLC$10.3M · 7 holdings · Q2 2026$10.3M7Q2 2026
Wilson & Boucher Capital Management, LLC$170.4M · 121 holdings · Q2 2026$170.4M121Q2 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$364.1M · 37 holdings · Q2 2026$364.1M37Q2 2026
WIM INVESTMENT MANAGEMENT Ltd$305.3M · 26 holdings · Q2 2026$305.3M26Q2 2026
WIMMER ASSOCIATES 1, LLC$221.2M · 113 holdings · Q2 2026$221.2M113Q2 2026
WIN ADVISORS, INC$280.5M · 75 holdings · Q2 2026$280.5M75Q2 2026
WINCAP FINANCIAL LLC$185.2M · 91 holdings · Q2 2026$185.2M91Q2 2026
Winch Advisory Services, LLC$481.4M · 567 holdings · Q2 2026$481.4M567Q2 2026
Wind River Trust Co$296.1M · 12 holdings · Q2 2026$296.1M12Q2 2026
WINDACRE PARTNERSHIP LLC$10.1B · 11 holdings · Q2 2026$10.1B11Q2 2026
Windle Wealth, LLC$248.9M · 35 holdings · Q2 2026$248.9M35Q2 2026
Windmill Hill Asset Management Ltd$448.1M · 21 holdings · Q2 2026$448.1M21Q2 2026
Windsor Advisory Group, LLC$137.7M · 97 holdings · Q2 2026$137.7M97Q2 2026
Windsor Capital Management, LLC$384.8M · 127 holdings · Q2 2026$384.8M127Q2 2026
WINDWARD CAPITAL MANAGEMENT CO /CA$1.3B · 73 holdings · Q2 2026$1.3B73Q2 2026
Windward Management LP$329.5M · 13 holdings · Q2 2026$329.5M13Q2 2026
Windward Private Wealth Management Inc.$312.6M · 43 holdings · Q2 2026$312.6M43Q2 2026
WINEBRENNER CAPITAL MANAGEMENT LLC$164.2M · 153 holdings · Q2 2026$164.2M153Q2 2026
Wingate Wealth Advisors, Inc.$227.1M · 127 holdings · Q2 2026$227.1M127Q2 2026
WINMILL & CO. INC$451.7M · 56 holdings · Q2 2026$451.7M56Q2 2026
Winning Points Advisors, LLC$75.9M · 42 holdings · Q2 2026$75.9M42Q2 2026
WINNOW WEALTH LLC$147.1M · 137 holdings · Q2 2026$147.1M137Q2 2026
WINSLOW ASSET MANAGEMENT INC$575.1M · 82 holdings · Q2 2026$575.1M82Q2 2026
Winslow Capital Management, LLC$29.1B · 66 holdings · Q2 2026$29.1B66Q2 2026
Winter & Associates, Inc.$133.1M · 85 holdings · Q2 2026$133.1M85Q2 2026
Winthrop Advisory Group LLC$1.5B · 226 holdings · Q2 2026$1.5B226Q2 2026
Winthrop Capital Management, LLC$414.1M · 351 holdings · Q2 2026$414.1M351Q2 2026
Winthrop Partners - WNY, LLC$202.2M · 87 holdings · Q2 2026$202.2M87Q2 2026
WINTON GROUP Ltd$3.1B · 1,137 holdings · Q2 2026$3.1B1,137Q2 2026
WIREGRASS INVESTMENT MANAGEMENT LLC$146.8M · 113 holdings · Q2 2026$146.8M113Q2 2026
WISCONSIN CAPITAL MANAGEMENT LLC$210.7M · 47 holdings · Q2 2026$210.7M47Q2 2026
Wisconsin Wealth Advisors, LLC$116.7M · 90 holdings · Q2 2026$116.7M90Q2 2026
Wise Wealth Partners$58.8M · 43 holdings · Q2 2026$58.8M43Q2 2026
Wiser Advisor Group LLC$91.3M · 229 holdings · Q2 2026$91.3M229Q2 2026
Wiser Wealth Management, Inc$522.7M · 75 holdings · Q2 2026$522.7M75Q2 2026
Wishbone Management, LP$231.7M · 5 holdings · Q2 2026$231.7M5Q2 2026
WIT Partners Advisory Pte. Ltd.$213.0M · 16 holdings · Q2 2026$213.0M16Q2 2026
WIT, LLC$6.3B · 24 holdings · Q2 2026$6.3B24Q2 2026
WITTENBERG INVESTMENT MANAGEMENT, INC.$292.5M · 78 holdings · Q2 2026$292.5M78Q2 2026
WJ Financial Advisors LLC$136.1M · 137 holdings · Q2 2026$136.1M137Q2 2026
WJ Interests, LLC$259.4M · 22 holdings · Q2 2026$259.4M22Q2 2026
WJ Wealth Management, LLC$253.4M · 80 holdings · Q2 2026$253.4M80Q2 2026
WLTH Capital Management, LLC$156.0M · 29 holdings · Q2 2026$156.0M29Q2 2026
WMG Financial Advisors, LLC$265.4M · 105 holdings · Q2 2026$265.4M105Q2 2026
WMS Group LLC$77.5M · 57 holdings · Q2 2026$77.5M57Q2 2026
WMS Partners, LLC— · 1 holdings · Q3 2025—1Q3 2025
WNY Asset Management, LLC$1.1B · 261 holdings · Q2 2026$1.1B261Q2 2026
Wolf Hill Capital Management, LP$1.2B · 34 holdings · Q2 2026$1.2B34Q2 2026
Wolff Financial Management LLC$501.5M · 106 holdings · Q2 2026$501.5M106Q2 2026
WOLFF WIESE MAGANA LLC$217.5M · 1,027 holdings · Q2 2026$217.5M1,027Q2 2026
Wolfstich Capital, LLC$129.5M · 19 holdings · Q2 2026$129.5M19Q2 2026
Wolfswood Holdings, LLC$4.4M · 5 holdings · Q2 2026$4.4M5Q2 2026
WOLVERINE ASSET MANAGEMENT LLC$11.4B · 1,668 holdings · Q2 2026$11.4B1,668Q2 2026
WOLVERINE TRADING, LLC$138.7B · 5,565 holdings · Q3 2025$138.7B5,565Q3 2025
Womack Financial LLC$151.2M · 70 holdings · Q2 2026$151.2M70Q2 2026
Wood Tarver Financial Group, LLC$423.6M · 165 holdings · Q2 2026$423.6M165Q2 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$693.9M · 172 holdings · Q2 2026$693.9M172Q2 2026
Woodbridge CO LTD$25.2B · 48 holdings · Q2 2026$25.2B48Q2 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B · 131 holdings · Q2 2026$2.1B131Q2 2026
Woodline Partners LP$32.4B · 1,011 holdings · Q2 2026$32.4B1,011Q2 2026
WOODMONT INVESTMENT COUNSEL LLC$1.8B · 287 holdings · Q2 2026$1.8B287Q2 2026
Woodside Wealth Management LLC$143.5M · 45 holdings · Q2 2026$143.5M45Q2 2026
Woodson Capital Management, LP$597.4M · 26 holdings · Q2 2026$597.4M26Q2 2026
WOODSTOCK CORP$1.2B · 163 holdings · Q2 2026$1.2B163Q2 2026
WoodTrust Financial Corp$841.9M · 179 holdings · Q2 2026$841.9M179Q2 2026
WOODWARD DIVERSIFIED CAPITAL, LLC$226.7M · 181 holdings · Q2 2026$226.7M181Q2 2026
Woodward Financial Advisors, Inc.$299.1M · 66 holdings · Q2 2026$299.1M66Q2 2026
Working Capital Advisors (UK) Ltd.$57.9M · 2 holdings · Q2 2026$57.9M2Q2 2026
WORLD EQUITY GROUP, INC.$446.6M · 375 holdings · Q2 2026$446.6M375Q2 2026
World Investment Advisors$6.0B · 1,523 holdings · Q2 2026$6.0B1,523Q2 2026
WORLDLY PARTNERS MANAGEMENT, LLC$122.4M · 3 holdings · Q2 2026$122.4M3Q2 2026
WORLDQUANT MILLENNIUM ADVISORS LLC$29.1B · 702 holdings · Q2 2026$29.1B702Q2 2026
WORMSER FRERES GESTION$177.0M · 66 holdings · Q2 2026$177.0M66Q2 2026
Worth Asset Management, LLC$312.6M · 212 holdings · Q2 2026$312.6M212Q2 2026
Worth Financial Advisory Group, LLC$240.0M · 202 holdings · Q2 2026$240.0M202Q2 2026
Worth Venture Partners, LLC— · 64 holdings · Q2 2026—64Q2 2026
Worthington Financial Partners, LLC$120.8M · 99 holdings · Q2 2026$120.8M99Q2 2026
WorthPointe, LLC$398.6M · 124 holdings · Q2 2026$398.6M124Q2 2026
WP Advisors, LLC$413.3M · 119 holdings · Q2 2026$413.3M119Q2 2026
WPG Advisers, LLC$170.1M · 1,549 holdings · Q2 2026$170.1M1,549Q2 2026
WPWealth LLP$673.9M · 103 holdings · Q2 2026$673.9M103Q2 2026
WRAPMANAGER INC$319.6M · 150 holdings · Q2 2026$319.6M150Q2 2026
Wrenne Financial Planning LLC$296.1M · 60 holdings · Q2 2026$296.1M60Q2 2026
WRIGHT INVESTORS SERVICE INC$365.8M · 148 holdings · Q2 2026$365.8M148Q2 2026
Wright Wealth LLC$166.5M · 54 holdings · Q2 2026$166.5M54Q2 2026
WS MANAGEMENT LLLP$1.1B · 47 holdings · Q2 2026$1.1B47Q2 2026
WS Portfolio Advisory, LLC$4.0M · 38 holdings · Q2 2026$4.0M38Q2 2026
WT Asset Management Ltd$5.1B · 29 holdings · Q2 2026$5.1B29Q2 2026
WT Wealth Management$361.1M · 138 holdings · Q2 2026$361.1M138Q2 2026
WULFF, HANSEN & CO.$130.5M · 109 holdings · Q2 2026$130.5M109Q2 2026
Wynn Capital, LLC$224.0M · 116 holdings · Q2 2026$224.0M116Q2 2026
WYNNCHURCH CAPITAL PARTNERS IV, L.P.$44.8M · 1 holdings · Q3 2025$44.8M1Q3 2025
WYNNEFIELD CAPITAL INC$145.4M · 8 holdings · Q2 2026$145.4M8Q2 2026