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"
359 foundWESPAC Advisors, LLC177 holdingsWETZEL INVESTMENT ADVISORS, INC.129 holdingsWealth Advisory Solutions, LLC140 holdingsWealthPLAN Partners, LLC254 holdingsWealthPlan Investment Management, LLC344 holdingsWest Wealth Group, LLC123 holdingsWASHBURN CAPITAL MANAGEMENT, INC.56 holdingsWASHINGTON CAPITAL MANAGEMENT, INC117 holdingsWATERS PARKERSON & CO., LLC185 holdingsWEALTH EFFECTS LLC217 holdingsWOLFF WIESE MAGANA LLC984 holdingsWOLVERINE ASSET MANAGEMENT LLC1,599 holdingsWRIGHT INVESTORS SERVICE INC146 holdingsWalter Public Investments Inc.47 holdingsWell Done, LLC187 holdingsWheelhouse Advisory Group LLC45 holdingsWilmington Savings Fund Society, FSB2,183 holdingsWoodTrust Financial Corp185 holdingsWoodson Capital Management, LP27 holdingsWEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,590 holdingsWPG Advisers, LLC1,447 holdingsWalkner Condon Financial Advisors LLC299 holdingsWhelan Financial97 holdingsWilliam B. Walkup & Associates, Inc.163 holdingsWBH ADVISORY INC343 holdingsWENDELL DAVID ASSOCIATES INC149 holdingsWFA Asset Management Corp209 holdingsWILKINS INVESTMENT COUNSEL INC125 holdingsWINDWARD CAPITAL MANAGEMENT CO /CA71 holdingsWOODARD & CO ASSET MANAGEMENT GROUP INC /ADV150 holdingsWaldron Private Wealth LLC313 holdingsWealth Dimensions Group, Ltd.180 holdingsWendel SE1 holdingsWestBridge Capital Management, LLC1 holdingsWestfuller Advisors, LLC760 holdingsWilliams & Novak, LLC140 holdingsWHITTIER TRUST CO1,511 holdingsWHITTIER TRUST CO OF NEVADA INC1,442 holdingsWINEBRENNER CAPITAL MANAGEMENT LLC137 holdingsWealthShield Partners, LLC566 holdingsWhite Wing Wealth Management34 holdingsWilliam Marsh Rice University2 holdingsWindmill Hill Asset Management Ltd26 holdingsWASHINGTON UNIVERSITY4 holdingsWEALTHSPAN PARTNERS, LLC123 holdingsWealth Management Nebraska92 holdingsWCM INVESTMENT MANAGEMENT, LLC228 holdingsWEALTHGARDEN F.S. LLC149 holdingsWELCH & FORBES LLC383 holdingsWIN ADVISORS, INC58 holdingsWINNOW WEALTH LLC631 holdingsWOODMONT INVESTMENT COUNSEL LLC276 holdingsWallace Hart LLC45 holdingsWerba Rubin Papier Wealth Management241 holdingsWestside Investment Management, Inc.1,384 holdingsWilkinson Global Asset Management LLC75 holdingsW.H. Cornerstone Investments Inc.115 holdingsWELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST21 holdingsWaterloo Capital, L.P.456 holdingsWealthquest Corp137 holdingsWellington Shields & Co., LLC324 holdingsWellington Shields Capital Management, LLC335 holdingsWells Trecaso Financial Group, LLC90 holdingsWescott Financial Advisory Group, LLC177 holdingsWillis Investment Counsel127 holdingsWindward Private Wealth Management Inc.44 holdingsWEDBUSH SECURITIES INC1,168 holdingsWESBANCO BANK INC689 holdingsWESCAP Management Group, Inc.103 holdingsWESTBOURNE INVESTMENTS, INC.140 holdingsWILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD41 holdingsWINSLOW ASSET MANAGEMENT INC77 holdingsWJ Financial Advisors LLC108 holdingsWarberg Asset Management LLC191 holdingsWaterfront Wealth Inc.268 holdingsWaterway Wealth Management, LLC81 holdingsWealth Forward, LLC43 holdingsWealthfront Advisers LLC1,007 holdingsWealthstream Advisors, Inc.204 holdingsWestern Wealth Management, LLC762 holdingsWestover Capital Advisors, LLC232 holdingsWhipplewood Advisors, LLC1,204 holdingsWillis Johnson & Associates, Inc.191 holdingsWindle Wealth, LLC33 holdingsW.G. Shaheen & Associates DBA Whitney & Co145 holdingsWAFRA INC.2 holdingsWAYCROSS PARTNERS, LLC95 holdingsWEALTH ALLIANCE, LLC554 holdingsWEALTHCARE CAPITAL MANAGEMENT LLC83 holdingsWINCAP FINANCIAL LLC85 holdingsWULFF, HANSEN & CO.101 holdingsWarner Group LLC60 holdingsWealthBridge Capital Management, LLC214 holdingsWealthCare Investment Partners, LLC171 holdingsWealthcare Advisory Partners LLC1,017 holdingsWealthcare Capital Partners, LLC148 holdingsWeil Company, Inc.116 holdingsWernau Asset Management Inc.49 holdingsWestchester Capital Management, Inc.43 holdingsWADDELL & ASSOCIATES, LLC325 holdingsWEITZ INVESTMENT MANAGEMENT, INC.48 holdingsWHITE PINE CAPITAL LLC225 holdingsWOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC117 holdingsWRAPMANAGER INC213 holdingsWT Asset Management Ltd43 holdingsWaratah Capital Advisors Ltd.183 holdingsWashington Trust Advisors, Inc.688 holdingsWesterkirk Capital Inc.240 holdingsWharton Business Group, LLC140 holdingsWilkins Miller Wealth Management, LLC92 holdingsWoodside Wealth Management LLC80 holdingsWorking Capital Advisors (UK) Ltd.3 holdingsWrenne Financial Planning LLC50 holdingsWALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC143 holdingsWASHINGTON TRUST Co274 holdingsWEALTHEDGE INVESTMENT ADVISORS, LLC178 holdingsWEIK CAPITAL MANAGEMENT93 holdingsWESTFIELD CAPITAL MANAGEMENT CO LP244 holdingsWESTPAC BANKING CORP470 holdingsWESTPORT ASSET MANAGEMENT INC76 holdingsWFM ASIA (BVI) Ltd8 holdingsWHALEROCK POINT PARTNERS, LLC188 holdingsWILLIAM BLAIR INVESTMENT MANAGEMENT, LLC423 holdingsWIM INVESTMENT MANAGEMENT Ltd18 holdingsWISCONSIN CAPITAL MANAGEMENT LLC51 holdingsWPWealth LLP94 holdingsWYNNCHURCH CAPITAL PARTNERS IV, L.P.1 holdingsWarm Springs Advisors Inc.50 holdingsWaterfall Asset Management, LLC18 holdingsWaverton Investment Management Ltd105 holdingsWealthTrust Asset Management, LLC85 holdingsWealthstar Advisors, LLC140 holdingsWeaver C. Barksdale & Associates, Inc.62 holdingsWeaver Consulting Group264 holdingsWest Family Investments, Inc.377 holdingsWestern Standard LLC24 holdingsWillow Creek Wealth Management Inc.180 holdingsWinch Advisory Services, LLC518 holdingsWind River Trust Co10 holdingsWoodbridge CO LTD34 holdingsWALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV153 holdingsWCG Wealth Advisors LLC331 holdingsWELLS FARGO & COMPANY/MN7,126 holdingsWEST MICHIGAN ADVISORS, LLC261 holdingsWGI DM, LLC1 holdingsWHITE MOUNTAINS INSURANCE GROUP LTD2 holdingsWINMILL & CO. INC57 holdingsWINTON GROUP Ltd807 holdingsWIT Partners Advisory Pte. Ltd.13 holdingsWITTENBERG INVESTMENT MANAGEMENT, INC.76 holdingsWMS Partners, LLC1 holdingsWORLDLY PARTNERS MANAGEMENT, LLC3 holdingsWS MANAGEMENT LLLP47 holdingsWakefield Asset Management LLLP205 holdingsWatchman Group, Inc.80 holdingsWatchtower Advisors, LP18 holdingsWealth Advisors of Tampa Bay, LLC95 holdingsWealth Architects, LLC235 holdingsWealth High Governance Capital Ltda35 holdingsWealth Watch Advisors, INC927 holdingsWealthCollab, LLC974 holdingsWellspring Financial Advisors, LLC181 holdingsWesleyan Assurance Society108 holdingsWestern Asset Management Company, LLC12 holdingsWestwood Global Investments, LLC1 holdingsWhite Lighthouse Investment Management Inc.139 holdingsWilmar Advisors LLC23 holdingsWinslow Capital Management, LLC65 holdingsWinthrop Capital Management, LLC351 holdingsWolf Hill Capital Management, LP41 holdingsW ADVISORS, LLC138 holdingsWARBURG PINCUS LLC5 holdingsWASATCH ADVISORS LP230 holdingsWASHINGTON STATE INVESTMENT BOARD2 holdingsWATER ISLAND CAPITAL LLC84 holdingsWEDGEWOOD PARTNERS INC19 holdingsWELCH CAPITAL PARTNERS LLC/NY26 holdingsWELLINGTON MANAGEMENT GROUP LLP1,969 holdingsWESTERLY CAPITAL MANAGEMENT, LLC43 holdingsWESTWOOD HOLDINGS GROUP INC489 holdingsWEXFORD CAPITAL LP397 holdingsWHITEBOX ADVISORS LLC427 holdingsWIMMER ASSOCIATES 1, LLC110 holdingsWINDACRE PARTNERSHIP LLC12 holdingsWIT, LLC18 holdingsWNY Asset Management, LLC243 holdingsWOLVERINE TRADING, LLC5,565 holdingsWORLDQUANT MILLENNIUM ADVISORS LLC500 holdingsWYNNEFIELD CAPITAL INC16 holdingsWahed Invest LLC229 holdingsWallace Capital Management Inc.77 holdingsWalleye Capital LLC4,429 holdingsWalleye Trading LLC4,306 holdingsWalnut Level Capital LLC41 holdingsWarther Private Wealth, LLC57 holdingsWasserstein Debt Opportunities Management, L.P.1 holdingsWaterford Advisors, LLC54 holdingsWaterfront Capital Partners, LLC34 holdingsWaverly Advisors, LLC1,280 holdingsWayfinding Financial, LLC150 holdingsWealth Advisors of Iowa, LLC83 holdingsWealth Preservation Advisors, LLC589 holdingsWealthTrak Capital Management LLC933 holdingsWealthTrust Axiom LLC270 holdingsWealthspire Advisors, LLC3,064 holdingsWebs Creek Capital Management LP18 holdingsWeiss Asset Management LP593 holdingsWestchester Capital Management, LLC258 holdingsWhale Rock Capital Management LLC42 holdingsWhetstone Capital Advisors, LLC56 holdingsWhite Knight Strategic Wealth Advisors, LLC90 holdingsWhitebark Investors LP10 holdingsWhitefort Capital Management, LP18 holdingsWhitford Management LLC21 holdingsWick Capital Partners, LLC115 holdingsWidmann Financial Services, Inc.113 holdingsWildcat Capital Management, LLC8 holdingsWilliam Mack & Associates, Inc.88 holdingsWilliams Jones Wealth Management, LLC.510 holdingsWilliamson Legacy Group, LLC104 holdingsWills Financial Group LLC69 holdingsWilshire Advisors LLC7 holdingsWindsor Advisory Group, LLC81 holdingsWiser Advisor Group LLC275 holdingsWishbone Management, LP4 holdingsWolfswood Holdings, LLC4 holdingsWood Tarver Financial Group, LLC702 holdingsWoodline Partners LP911 holdingsWorth Venture Partners, LLC61 holdingsWJ Wealth Management, LLC99 holdingsWealth Management Strategies, Inc.39 holdingsWestshore Wealth, LLC102 holdingsWASHINGTON TRUST BANK199 holdingsWORLD EQUITY GROUP, INC.347 holdingsWarwick Investment Management, Inc.153 holdingsWela Strategies, Inc.55 holdingsWestwood Wealth Management48 holdingsWilliam Allan Corp51 holdingsWilliams Financial, LLC17 holdingsWinthrop Advisory Group LLC191 holdingsWise Wealth Partners51 holdingsWD RUTHERFORD LLC96 holdingsWEBSTER BANK, N. A.661 holdingsWEDGEWOOD INVESTORS INC /PA/105 holdingsWEST BANCORPORATION INC110 holdingsWMG Financial Advisors, LLC213 holdingsWaycross Investment Management Co42 holdingsWhitegate Investment Counselors, Inc.68 holdingsWingate Wealth Advisors, Inc.109 holdingsWASHINGTON GROWTH STRATEGIES LLC53 holdingsWESPAC Advisors SoCal, LLC106 holdingsWEST PACES ADVISORS INC.201 holdingsWP Advisors, LLC121 holdingsWT Wealth Management147 holdingsWestEnd Advisors, LLC390 holdingsWilson & Boucher Capital Management, LLC115 holdingsWorth Financial Advisory Group, LLC151 holdingsWATERSHED PRIVATE WEALTH LLC112 holdingsWOODWARD DIVERSIFIED CAPITAL, LLC182 holdingsWagner Wealth Management, LLC255 holdingsWealth Management Associates, Inc.230 holdingsWealth Management Partners, LLC138 holdingsWellesley Asset Management64 holdingsWest Branch Capital LLC472 holdingsWestern Financial Corp/CA122 holdingsWestern Pacific Wealth Management, LP197 holdingsWhite & Co Financial Planning Inc19 holdingsWilliam Howard & Co Financial Advisors Inc56 holdingsWARNER FINANCIAL, INC124 holdingsWEYBOSSET RESEARCH & MANAGEMENT LLC35 holdingsWJ Interests, LLC25 holdingsWallington Asset Management, LLC93 holdingsWealth Quarterback LLC155 holdingsWeaver Capital Management LLC193 holdingsWells Financial Advisors INC77 holdingsWestbourne Investment Advisors, Inc.116 holdingsWolff Financial Management LLC101 holdingswaypoint wealth counsel267 holdingsWarren Street Wealth Advisors, LLC151 holdingsWestend Capital Management, LLC254 holdingsWesthampton Capital, LLC120 holdingsWorth Asset Management, LLC172 holdingsWorthPointe, LLC105 holdingsWEALTH MANAGEMENT RESOURCES, INC.32 holdingsWEATHERLY ASSET MANAGEMENT L. P.182 holdingsWILLNER & HELLER, LLC160 holdingsWallace Advisory Group, LLC172 holdingsWest Tower Group, LLC73 holdingsWhitaker-Myers Wealth Managers, LTD.116 holdingsWHITENER CAPITAL MANAGEMENT, INC.165 holdingsWealthNavi Inc.10 holdingsWealthspring Capital LLC165 holdingsWeinberger Asset Management, Inc88 holdingsWolfstich Capital, LLC14 holdingsWorld Investment Advisors1,236 holdingsWalker Asset Management, LLC142 holdingsWealth Alliance Advisory Group, LLC191 holdingsWeitzel Financial Services, Inc.48 holdingsWelch Group, LLC299 holdingsWest Financial Advisors, LLC207 holdingsWestHill Financial Advisors, Inc.78 holdingsWestmount Partners, LLC246 holdingsWestwind Capital40 holdingsWhite Pine Investment CO67 holdingsWEDGE CAPITAL MANAGEMENT L L P/NC525 holdingsWalmart Inc.2 holdingsWarburton Capital Management, LLC61 holdingsWALLER FINANCIAL PLANNING GROUP, INC71 holdingsWALNUT PRIVATE EQUITY PARTNERS, LLC13 holdingsWEBSTERROGERS FINANCIAL ADVISORS, LLC91 holdingsWILSEY ASSET MANAGEMENT INC28 holdingsWealth Advisors Northwest LLC62 holdingsWhalen Wealth Management Inc.198 holdingsWhitcomb & Hess, Inc.57 holdingsWealth Group Ltd87 holdingsWedmont Private Capital788 holdingsWOODSTOCK CORP157 holdingsWalker Financial Services, Inc.42 holdingsWerlinich Asset Management, LLC61 holdingsWiser Wealth Management, Inc54 holdingsWynn Capital, LLC110 holdingsWealthBridge Investment Counsel Inc.47 holdingsWindsor Capital Management, LLC121 holdingsWisconsin Wealth Advisors, LLC87 holdingsWest Oak Capital, LLC307 holdingsWatts Gwilliam & Co., LLC228 holdingsWealth Group, Ltd.157 holdingsWellington Capital Management, Inc.81 holdingsWFA of San Diego, LLC427 holdingsWalgreens Boots Alliance, Inc.2 holdingsWashington Harbour Partners LP24 holdingsWest Coast Financial LLC1 holdingsWambolt & Associates, LLC171 holdingsWBI INVESTMENTS, LLC297 holdingsWealth Advisory Team LLC38 holdingsWORMSER FRERES GESTION49 holdingsWOOSTER CORTHELL WEALTH MANAGEMENT, INC.65 holdingsWaypoint Wealth Partners Inc.76 holdingsWinvest Investment Fund Management Corp.1 holdingsWinklevoss Capital Fund, LLC1 holdingsWhite Cherry Ltd1 holdingsWalt Disney Co1 holdingsWilliam Kerby1 holdingsWELLINGTON TRUST Co N A1 holdingsWestCap Management, LLC1 holdingsWilliam Tremaine Reny1 holdingsWarren B. Kanders1 holdingsWBR Holdings LLC1 holdingsWorld Assets, Ltd.1 holdingsWilliam Anderson Wittekind1 holdingsWei Zheng1 holdingsWE-INN LLC1 holdingsWINMILL MARK CAMPBELL1 holdingsWu-Wallace Family Trust1 holdingsWindsor Private Capital LP1 holdingsWajcenberg Simon Enrico1 holdingsWestin Investment Co. Ltd.1 holdingsWade Financial Advisory, Inc76 holdingsWhite Oak Capital Partners Pte. Ltd.15 holdings