Institutional Holdings Directory
Explore our comprehensive database of Institutional Investors, Hedge Funds, and Asset Management firms whose names begin with the letter"W". Track the "Smart Money" by analyzing their latest SEC 13F filings to discover top portfolio holdings, sector allocations, and recent market moves.
Institutions starting with "W"
427 foundWESPAC Advisors, LLC178 holdingsWETZEL INVESTMENT ADVISORS, INC.132 holdingsWealth Advisory Solutions, LLC142 holdingsWealthPLAN Partners, LLC272 holdingsWealthPlan Investment Management, LLC458 holdingsWest Wealth Group, LLC130 holdingsWASHBURN CAPITAL MANAGEMENT, INC.57 holdingsWASHINGTON CAPITAL MANAGEMENT, INC117 holdingsWATERS PARKERSON & CO., LLC190 holdingsWEALTH EFFECTS LLC237 holdingsWOLFF WIESE MAGANA LLC993 holdingsWOLVERINE ASSET MANAGEMENT LLC1,678 holdingsWRIGHT INVESTORS SERVICE INC148 holdingsWalter Public Investments Inc.49 holdingsWell Done, LLC197 holdingsWheelhouse Advisory Group LLC51 holdingsWilmington Savings Fund Society, FSB2,183 holdingsWoodTrust Financial Corp185 holdingsWoodson Capital Management, LP34 holdingsWEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,667 holdingsWPG Advisers, LLC1,477 holdingsWalkner Condon Financial Advisors LLC322 holdingsWhelan Financial97 holdingsWilliam B. Walkup & Associates, Inc.167 holdingsWBH ADVISORY INC350 holdingsWENDELL DAVID ASSOCIATES INC160 holdingsWILKINS INVESTMENT COUNSEL INC128 holdingsWINDWARD CAPITAL MANAGEMENT CO /CA84 holdingsWOODARD & CO ASSET MANAGEMENT GROUP INC /ADV176 holdingsWaldron Private Wealth LLC490 holdingsWealth Dimensions Group, Ltd.180 holdingsWendel SE1 holdingsWestBridge Capital Management, LLC1 holdingsWestfuller Advisors, LLC765 holdingsWilliams & Novak, LLC143 holdingsWHITTIER TRUST CO1,548 holdingsWHITTIER TRUST CO OF NEVADA INC1,442 holdingsWINEBRENNER CAPITAL MANAGEMENT LLC139 holdingsWealthShield Partners, LLC609 holdingsWhite Wing Wealth Management37 holdingsWilliam Marsh Rice University3 holdingsWindmill Hill Asset Management Ltd27 holdingsWASHINGTON UNIVERSITY5 holdingsWEALTHSPAN PARTNERS, LLC124 holdingsWealth Management Nebraska100 holdingsWCM INVESTMENT MANAGEMENT, LLC289 holdingsWEALTHGARDEN F.S. LLC624 holdingsWELCH & FORBES LLC383 holdingsWIN ADVISORS, INC78 holdingsWINNOW WEALTH LLC631 holdingsWOODMONT INVESTMENT COUNSEL LLC276 holdingsWallace Hart LLC58 holdingsWerba Rubin Papier Wealth Management278 holdingsWestside Investment Management, Inc.1,495 holdingsWilkinson Global Asset Management LLC77 holdingsW.H. Cornerstone Investments Inc.129 holdingsWELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST22 holdingsWaterloo Capital, L.P.481 holdingsWealthquest Corp148 holdingsWellington Shields & Co., LLC324 holdingsWellington Shields Capital Management, LLC335 holdingsWescott Financial Advisory Group, LLC193 holdingsWillis Investment Counsel130 holdingsWindward Private Wealth Management Inc.46 holdingsWEDBUSH SECURITIES INC1,237 holdingsWESBANCO BANK INC689 holdingsWESCAP Management Group, Inc.107 holdingsWESTBOURNE INVESTMENTS, INC.141 holdingsWILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD43 holdingsWINSLOW ASSET MANAGEMENT INC80 holdingsWJ Financial Advisors LLC128 holdingsWarberg Asset Management LLC209 holdingsWaterfront Wealth Inc.283 holdingsWaterway Wealth Management, LLC90 holdingsWealth Forward, LLC43 holdingsWealthfront Advisers LLC1,076 holdingsWestern Wealth Management, LLC2,691 holdingsWestover Capital Advisors, LLC243 holdingsWhipplewood Advisors, LLC1,209 holdingsWillis Johnson & Associates, Inc.197 holdingsWindle Wealth, LLC34 holdingsW.G. Shaheen & Associates DBA Whitney & Co175 holdingsWAFRA INC.2 holdingsWAYCROSS PARTNERS, LLC95 holdingsWEALTH ALLIANCE, LLC554 holdingsWEALTHCARE CAPITAL MANAGEMENT LLC94 holdingsWINCAP FINANCIAL LLC87 holdingsWULFF, HANSEN & CO.102 holdingsWarner Group LLC78 holdingsWealthBridge Capital Management, LLC221 holdingsWealthCare Investment Partners, LLC191 holdingsWealthcare Advisory Partners LLC1,073 holdingsWealthcare Capital Partners, LLC153 holdingsWeil Company, Inc.144 holdingsWernau Asset Management Inc.50 holdingsWestchester Capital Management, Inc.45 holdingsWADDELL & ASSOCIATES, LLC451 holdingsWEITZ INVESTMENT MANAGEMENT, INC.50 holdingsWHITE PINE CAPITAL LLC228 holdingsWOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC122 holdingsWRAPMANAGER INC237 holdingsWT Asset Management Ltd43 holdingsWaratah Capital Advisors Ltd.183 holdingsWashington Trust Advisors, Inc.688 holdingsWesterkirk Capital Inc.240 holdingsWharton Business Group, LLC141 holdingsWilkins Miller Wealth Management, LLC92 holdingsWoodside Wealth Management LLC83 holdingsWorking Capital Advisors (UK) Ltd.3 holdingsWrenne Financial Planning LLC51 holdingsWALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC143 holdingsWASHINGTON TRUST Co848 holdingsWEALTHEDGE INVESTMENT ADVISORS, LLC178 holdingsWEIK CAPITAL MANAGEMENT93 holdingsWESTFIELD CAPITAL MANAGEMENT CO LP250 holdingsWESTPAC BANKING CORP495 holdingsWESTPORT ASSET MANAGEMENT INC78 holdingsWFM ASIA (BVI) Ltd8 holdingsWHALEROCK POINT PARTNERS, LLC197 holdingsWILLIAM BLAIR INVESTMENT MANAGEMENT, LLC433 holdingsWIM INVESTMENT MANAGEMENT Ltd22 holdingsWISCONSIN CAPITAL MANAGEMENT LLC51 holdingsWPWealth LLP97 holdingsWYNNCHURCH CAPITAL PARTNERS IV, L.P.1 holdingsWarm Springs Advisors Inc.50 holdingsWaterfall Asset Management, LLC20 holdingsWealthTrust Asset Management, LLC98 holdingsWealthstar Advisors, LLC140 holdingsWeaver C. Barksdale & Associates, Inc.62 holdingsWeaver Consulting Group275 holdingsWest Family Investments, Inc.377 holdingsWestern Standard LLC29 holdingsWinch Advisory Services, LLC554 holdingsWind River Trust Co11 holdingsWoodbridge CO LTD77 holdingsWALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV156 holdingsWCG Wealth Advisors LLC519 holdingsWELLS FARGO & COMPANY/MN7,180 holdingsWEST MICHIGAN ADVISORS, LLC298 holdingsWGI DM, LLC6 holdingsWHITE MOUNTAINS INSURANCE GROUP LTD2 holdingsWINMILL & CO. INC57 holdingsWINTON GROUP Ltd1,080 holdingsWIT Partners Advisory Pte. Ltd.16 holdingsWITTENBERG INVESTMENT MANAGEMENT, INC.80 holdingsWORLDLY PARTNERS MANAGEMENT, LLC3 holdingsWS MANAGEMENT LLLP56 holdingsWakefield Asset Management LLLP211 holdingsWatchman Group, Inc.84 holdingsWatchtower Advisors, LP18 holdingsWealth Advisors of Tampa Bay, LLC150 holdingsWealth Architects, LLC244 holdingsWealth High Governance Capital Ltda61 holdingsWealth Watch Advisors, INC958 holdingsWealthCollab, LLC1,022 holdingsWellspring Financial Advisors, LLC278 holdingsWesleyan Assurance Society109 holdingsWestwood Global Investments, LLC14 holdingsWhite Lighthouse Investment Management Inc.150 holdingsWilmar Advisors LLC27 holdingsWinslow Capital Management, LLC68 holdingsWinthrop Capital Management, LLC363 holdingsWolf Hill Capital Management, LP41 holdingsW ADVISORS, LLC141 holdingsWARBURG PINCUS LLC6 holdingsWASATCH ADVISORS LP234 holdingsWASHINGTON STATE INVESTMENT BOARD2 holdingsWATER ISLAND CAPITAL LLC98 holdingsWEDGEWOOD PARTNERS INC22 holdingsWELCH CAPITAL PARTNERS LLC/NY26 holdingsWELLINGTON MANAGEMENT GROUP LLP1,969 holdingsWESTERLY CAPITAL MANAGEMENT, LLC44 holdingsWESTWOOD HOLDINGS GROUP INC489 holdingsWEXFORD CAPITAL LP397 holdingsWHITEBOX ADVISORS LLC568 holdingsWIMMER ASSOCIATES 1, LLC110 holdingsWINDACRE PARTNERSHIP LLC13 holdingsWIT, LLC22 holdingsWNY Asset Management, LLC249 holdingsWORLDQUANT MILLENNIUM ADVISORS LLC593 holdingsWYNNEFIELD CAPITAL INC16 holdingsWahed Invest LLC229 holdingsWallace Capital Management Inc.83 holdingsWalleye Capital LLC4,757 holdingsWalleye Trading LLC4,306 holdingsWalnut Level Capital LLC45 holdingsWarther Private Wealth, LLC88 holdingsWaterford Advisors, LLC57 holdingsWaterfront Capital Partners, LLC34 holdingsWaverly Advisors, LLC1,620 holdingsWayfinding Financial, LLC741 holdingsWealth Advisors of Iowa, LLC87 holdingsWealth Preservation Advisors, LLC1,035 holdingsWealthTrak Capital Management LLC973 holdingsWealthTrust Axiom LLC290 holdingsWealthspire Advisors, LLC3,064 holdingsWebs Creek Capital Management LP21 holdingsWeiss Asset Management LP601 holdingsWestchester Capital Management, LLC307 holdingsWhale Rock Capital Management LLC42 holdingsWhetstone Capital Advisors, LLC56 holdingsWhite Knight Strategic Wealth Advisors, LLC109 holdingsWhitebark Investors LP10 holdingsWhitefort Capital Management, LP20 holdingsWhitford Management LLC26 holdingsWick Capital Partners, LLC224 holdingsWidmann Financial Services, Inc.121 holdingsWildcat Capital Management, LLC8 holdingsWilliam Mack & Associates, Inc.92 holdingsWilliams Jones Wealth Management, LLC.518 holdingsWilliamson Legacy Group, LLC115 holdingsWills Financial Group LLC75 holdingsWilshire Advisors LLC13 holdingsWindsor Advisory Group, LLC82 holdingsWiser Advisor Group LLC275 holdingsWishbone Management, LP5 holdingsWolfswood Holdings, LLC4 holdingsWood Tarver Financial Group, LLC794 holdingsWoodline Partners LP1,023 holdingsWorth Venture Partners, LLC61 holdingsWJ Wealth Management, LLC99 holdingsWealth Management Strategies, Inc.40 holdingsWestshore Wealth, LLC103 holdingsWASHINGTON TRUST BANK218 holdingsWORLD EQUITY GROUP, INC.368 holdingsWarwick Investment Management, Inc.153 holdingsWestwood Wealth Management106 holdingsWilliam Allan Corp59 holdingsWilliams Financial, LLC25 holdingsWinthrop Advisory Group LLC195 holdingsWise Wealth Partners53 holdingsWD RUTHERFORD LLC96 holdingsWEBSTER BANK, N. A.682 holdingsWEDGEWOOD INVESTORS INC /PA/105 holdingsWEST BANCORPORATION INC110 holdingsWMG Financial Advisors, LLC213 holdingsWaycross Investment Management Co49 holdingsWhitegate Investment Counselors, Inc.68 holdingsWingate Wealth Advisors, Inc.477 holdingsWASHINGTON GROWTH STRATEGIES LLC79 holdingsWESPAC Advisors SoCal, LLC119 holdingsWEST PACES ADVISORS INC.563 holdingsWP Advisors, LLC121 holdingsWT Wealth Management147 holdingsWestEnd Advisors, LLC399 holdingsWilson & Boucher Capital Management, LLC118 holdingsWorth Financial Advisory Group, LLC180 holdingsWATERSHED PRIVATE WEALTH LLC115 holdingsWOODWARD DIVERSIFIED CAPITAL, LLC184 holdingsWagner Wealth Management, LLC279 holdingsWealth Management Associates, Inc.235 holdingsWealth Management Partners, LLC147 holdingsWellesley Asset Management64 holdingsWest Branch Capital LLC626 holdingsWestern Financial Corp/CA127 holdingsWestern Pacific Wealth Management, LP254 holdingsWhite & Co Financial Planning Inc20 holdingsWilliam Howard & Co Financial Advisors Inc57 holdingsWARNER FINANCIAL, INC135 holdingsWEYBOSSET RESEARCH & MANAGEMENT LLC52 holdingsWJ Interests, LLC25 holdingsWallington Asset Management, LLC99 holdingsWealth Quarterback LLC163 holdingsWeaver Capital Management LLC193 holdingsWells Financial Advisors INC78 holdingsWestbourne Investment Advisors, Inc.116 holdingsWolff Financial Management LLC103 holdingswaypoint wealth counsel285 holdingsWarren Street Wealth Advisors, LLC151 holdingsWestend Capital Management, LLC254 holdingsWesthampton Capital, LLC129 holdingsWorth Asset Management, LLC182 holdingsWorthPointe, LLC133 holdingsWEALTH MANAGEMENT RESOURCES, INC.33 holdingsWEATHERLY ASSET MANAGEMENT L. P.190 holdingsWILLNER & HELLER, LLC165 holdingsWallace Advisory Group, LLC187 holdingsWest Tower Group, LLC113 holdingsWhitaker-Myers Wealth Managers, LTD.120 holdingsWHITENER CAPITAL MANAGEMENT, INC.174 holdingsWealthNavi Inc.11 holdingsWealthspring Capital LLC195 holdingsWeinberger Asset Management, Inc92 holdingsWolfstich Capital, LLC45 holdingsWorld Investment Advisors1,572 holdingsWalker Asset Management, LLC145 holdingsWealth Alliance Advisory Group, LLC197 holdingsWeitzel Financial Services, Inc.50 holdingsWelch Group, LLC310 holdingsWest Financial Advisors, LLC236 holdingsWestHill Financial Advisors, Inc.81 holdingsWestmount Partners, LLC264 holdingsWestwind Capital77 holdingsWhite Pine Investment CO68 holdingsWEDGE CAPITAL MANAGEMENT L L P/NC527 holdingsWalmart Inc.3 holdingsWarburton Capital Management, LLC68 holdingsWALLER FINANCIAL PLANNING GROUP, INC75 holdingsWALNUT PRIVATE EQUITY PARTNERS, LLC15 holdingsWEBSTERROGERS FINANCIAL ADVISORS, LLC95 holdingsWILSEY ASSET MANAGEMENT INC29 holdingsWealth Advisors Northwest LLC62 holdingsWhalen Wealth Management Inc.198 holdingsWhitcomb & Hess, Inc.64 holdingsWedmont Private Capital838 holdingsWOODSTOCK CORP165 holdingsWalker Financial Services, Inc.43 holdingsWerlinich Asset Management, LLC61 holdingsWiser Wealth Management, Inc58 holdingsWynn Capital, LLC110 holdingsWealthBridge Investment Counsel Inc.47 holdingsWindsor Capital Management, LLC123 holdingsWisconsin Wealth Advisors, LLC87 holdingsWealth Group, Ltd.160 holdingsWFA of San Diego, LLC427 holdingsWBI INVESTMENTS, LLC307 holdingsWORMSER FRERES GESTION49 holdingsWinklevoss Capital Fund, LLC1 holdingsWalt Disney Co1 holdingsWELLINGTON TRUST Co N A1 holdingsWestCap Management, LLC2 holdingsWarren B. Kanders1 holdingsWei Zheng1 holdingsWE-INN LLC1 holdingsWindsor Private Capital LP1 holdingsWajcenberg Simon Enrico1 holdingsWall Street Financial Group, Inc.667 holdingsWinder Pte. Ltd.3 holdingsWilson Dennis J.1 holdingsWestview Management dba Westview Investment Advisors75 holdingsWesterman Interests, Inc.1 holdingsWILLIFOOD INVESTMENTS LTD1 holdingsWang Bingzhong1 holdingsWilliam H.C. Chang & Diana Shon Chang TTEE Chang Family Trus1 holdingsWARNOCK JACOB AARON1 holdingsWindward Management LP12 holdingsWang Anquan1 holdingsWeiner Jeffrey David1 holdingsWesbild Inc.1 holdingsWalton Enterprises, LLC1 holdingsWILDER C JOHN1 holdingsWealth Enhancement Trust Services, Inc.779 holdingsWalleye Partners, LLC55 holdingsWealth Science Advisors LLC203 holdingsWEBER CAPITAL MANAGEMENT LLC /ADV14 holdingsWelch Financial Planning, LLC67 holdingsWomack Financial LLC71 holdingsWHI TRUST Co LLC94 holdingsWAYSTONE ADVISORS LLC102 holdingsWalsky Investment Management, Inc.52 holdingsWestern Reserve Capital Management, LLC50 holdingsWagner Wealth Management, Corp114 holdingsWealthSpring Partners, LLC72 holdingsWIREGRASS INVESTMENT MANAGEMENT LLC98 holdingsWilkerson Advisory Group LLC617 holdingsWinter & Associates, Inc.84 holdingsWright Wealth LLC61 holdingsWall Capital Group, Inc.25 holdingsWatershed Asset Management, L.L.C.118 holdingsWealth Analytics Partners, LLC47 holdingsWealthCare Asset Management, LLC35 holdingsWheels Up Wealth, Inc.25 holdingsWealth Intelligence, LLC58 holdingsWealthspire Retirement, LLC310 holdingsWealthPoint Financial, LLC117 holdingsWalser Wealth Management Company, A Ltd Liability Co187 holdingsWLTH Capital Management, LLC26 holdingsWest Virginia University Foundation, Inc2 holdingsWMS Group LLC54 holdingsWorthington Financial Partners, LLC105 holdingsWARBURG PINCUS & CO.1 holdingsWHITMORE BRADFORD T1 holdingsWellington Biomedical Innovation Master Investors (Cayman) I1 holdingsWINFIELD JOHN V1 holdingsWang Tao NNN1 holdingsWool Kyle Michael1 holdingsWU YUN1 holdingsWENTZ MYRON W1 holdingsWebb Kevin Michael1 holdingsWEIL A LORNE1 holdingsWedbush Alpha One ORBS T1, LLC1 holdingsWalther Larry M1 holdingsWarburg Pincus Partners II (Cayman), L.P.1 holdingsWarren Street Capital Partners LP1 holdingsWinn Charles Brent Jr.1 holdingsWong Albert1 holdingsWILLIS CHARLES F IV1 holdingsWinthrop Partners - WNY, LLC87 holdingsWygod Max C1 holdingsWagner Thomas1 holdingsWENSHAN XIE1 holdingsWagner Daniel Maurice1 holdingsWu Ya-Hui1 holdingsWillow Financial LLC40 holdingsWealth Care LLC67 holdingsWeinzierl John A1 holdingsWu Rui1 holdingsWealthy Concord Ltd1 holdingsWolter Global Investment Ltd1 holdingsWellment Financial38 holdingsWalden Jon Matthew1 holdingsWang GuangHong1 holdingsWARD TOM L.1 holdingsWeichai Power Hong Kong International Development Co., Ltd1 holdingsWu Tang global Corp Ltd1 holdingsWhitetail Rock Capital Management, LLC1 holdingsWuXi PharmaTech Healthcare Fund I L.P.1 holdingsWang Lingke1 holdingsWallinger Dirk1 holdingsWESTERN DIGITAL CORP1 holdingsWright Ronald M1 holdingsWilliams Gregg1 holdingsWhite Tyler Kent1 holdingsWang Andre1 holdingsWESTCO ADVISORY SERVICES INC /ADV104 holdingsWalsh & Associates, LLC287 holdingsWD Thunder CV Ultimate GP LLC1 holdingsWasserstein Management, L.P.4 holdingsWellington Grp LLC1,017 holdingsWilliams Chad Laprince1 holdingsWolf Pen Branch, LP1 holdingsWeinberger Elliot1 holdingsWatson Jill Foss1 holdingsW.D. Company, Inc.1 holdingsWhite Lion Capital LLC1 holdingsWhite Hat Capital Partners LP1 holdingsWealth High Governance Asset Management Ltda.46 holdings