Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
WEIK CAPITAL MANAGEMENT Wyomissing, PA 2/11/2026
Weil Company, Inc. San Diego, CA 1/14/2026
Weinberger Asset Management, Inc Los Angeles, CA 2/9/2026
Weiss Asset Management LP Boston, MA 2/17/2026
Weiss Multi-Strategy Advisers LLC 4/12/2024
WEITZ INVESTMENT MANAGEMENT, INC. Omaha, NE 2/12/2026
Weitzel Financial Services, Inc. Dubuque, IA 2/3/2026
Wela Strategies, Inc. 10/24/2025
WELCH & FORBES LLC Boston, MA 2/10/2026
WELCH CAPITAL PARTNERS LLC/NY Harrison, NY 2/12/2026
Welch Financial Planning, LLC Boulder, CO 2/2/2026
Welch Group, LLC Birmingham, AL 1/26/2026
Welch Investments, LLC 1/30/2018
WELD CAPITAL MANAGEMENT LLC 11/15/2021
Well Done, LLC Holland, MI 1/13/2026
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST London, X0 1/22/2026
Wellesley Asset Management Portsmouth, NH 2/6/2026
Wellesley Investment Partners, LLC 10/30/2020
Wellington Capital Management, Inc. 8/18/2025
WELLINGTON MANAGEMENT GROUP LLP Boston, MA 2/17/2026
Wellington Shields & Co., LLC New York, NY 2/9/2026
Wellington Shields Capital Management, LLC New York, NY 2/9/2026
Wellington Wealth Strategies, LLC. 2/14/2025
WELLS FARGO & COMPANY/MN San Francisco, CA 2/13/2026
Wells Financial Advisors INC Framingham, MA 2/2/2026
Wells Trecaso Financial Group, LLC 11/5/2025
Wellspring Financial Advisors, LLC Cleveland, OH 2/11/2026
Wendel SE Paris, I0 2/6/2026
WENDELL DAVID ASSOCIATES INC Portsmouth, NH 1/30/2026
Werba Rubin Papier Wealth Management San Jose, CA 1/27/2026
Werlinich Asset Management, LLC Stamford, CT 4/8/2026
Wernau Asset Management Inc. Gloucester, MA 1/21/2026
WESBANCO BANK INC Wheeling, WV 2/3/2026
WESCAP Management Group, Inc. Glendale, CA 2/11/2026
Wescott Financial Advisory Group, LLC Philadelphia, PA 2/12/2026
WESLEY CAPITAL MANAGEMENT, LLC 11/14/2016
Wesleyan Assurance Society Birmingham, X0 2/12/2026
WESPAC Advisors SoCal, LLC Pasadena, CA 1/7/2026
WESPAC Advisors, LLC Orinda, CA 1/14/2026
WEST BANCORPORATION INC West Des Moines, IA 1/29/2026
West Branch Capital LLC Amherst, MA 1/16/2026
WEST COAST ASSET MANAGEMENT INC 10/14/2014
West Coast Financial LLC 8/14/2025
WEST FACE CAPITAL INC. 11/14/2018
West Family Investments, Inc. Carlsbad, CA 2/11/2026
West Financial Advisors, LLC Des Moines, IA 4/8/2026
WEST MICHIGAN ADVISORS, LLC Holland, MI 1/28/2026
West Oak Capital, LLC 10/3/2025
WEST PACES ADVISORS INC. Atlanta, GA 1/21/2026
WEST RIM CAPITAL ASSOCIATES II, L.P. 11/7/2023
West Tower Group, LLC Richmond, VA 2/4/2026
West Virginia University Foundation, Inc Morgantown, WV 2/24/2026
West Wealth Group, LLC Irvine, CA 1/26/2026
Westbourne Investment Advisors, Inc. Annapolis, MD 1/23/2026
WESTBOURNE INVESTMENTS, INC. Alexandria, VA 1/22/2026
WestBridge Capital Management, LLC Trianon, O4 2/5/2026
WestCap Management, LLC San Francisco, CA 2/12/2026
Westchester Capital Management, Inc. Omaha, NE 2/13/2026
Westchester Capital Management, LLC Valhalla, NY 2/13/2026
WestEnd Advisors, LLC Charlotte, NC 1/27/2026
Westend Capital Management, LLC Sausalito, CA 1/15/2026
Westerkirk Capital Inc. Victoria, A1 2/11/2026
WESTERLY CAPITAL MANAGEMENT, LLC San Francisco, CA 2/17/2026
Western Asset Management Company, LLC 11/13/2025
WESTERN FINANCIAL Corp 11/4/2022
Western Financial Corp/CA San Diego, CA 1/21/2026
Western Pacific Wealth Management, LP Lake Forest, IL 2/4/2026
Western Reserve Capital Management, LLC Hudson, OH 2/10/2026
Western Standard LLC Los Angeles, CA 2/3/2026
Western Wealth Management, LLC Golden, CO 2/5/2026
WESTFIELD CAPITAL MANAGEMENT CO LP Boston, MA 2/11/2026
Westfuller Advisors, LLC New York, NY 1/21/2026
Westhampton Capital, LLC Winston Salem, NC 1/30/2026
WestHill Financial Advisors, Inc. San Rafael, CA 1/21/2026
Westmount Partners, LLC Los Angeles, CA 1/15/2026
WESTON CAPITAL MANAGEMENT INC Los Angeles, CA 1/3/2014
Westover Capital Advisors, LLC Wilmington, DE 2/9/2026
WESTPAC BANKING CORP Sydney, C3 2/10/2026
Westpark Management, LLC 10/24/2022
WESTPORT ADVISERS LLC 8/15/2016
WESTPORT ASSET MANAGEMENT INC Southport, CT 2/4/2026
WESTPORT RESOURCES MANAGEMENT INC 11/14/2016
Westshore Wealth, LLC Newport Beach, CA 2/25/2026
Westside Investment Management, Inc. Santa Monica, CA 1/23/2026
Westview Management dba Westview Investment Advisors Burlington, VT 1/9/2026
Westwind Capital Las Cruces, NM 1/9/2026
Westwood Global Investments, LLC Boston, MA 2/10/2026
WESTWOOD HOLDINGS GROUP INC Dallas, TX 2/17/2026
WESTWOOD MANAGEMENT CORP /IL/ 1/29/2024
Westwood Wealth Management Los Angeles, CA 1/20/2026
WETZEL INVESTMENT ADVISORS, INC. Indianapolis, IN 1/22/2026
WEXFORD CAPITAL LP West Palm Beach, FL 2/13/2026
WEYBOSSET RESEARCH & MANAGEMENT LLC Providence, RI 1/6/2026
Weyland Capital Management, LLC 7/28/2016
WFA Asset Management Corp 10/30/2025
WFA of San Diego, LLC San Diego, CA 2/17/2026
WFG Advisors, LP 8/18/2017
WFM ASIA (BVI) Ltd Hong Kong, K3 2/12/2026
WGI DM, LLC Boston, MA 2/5/2026
Whale Rock Capital Management LLC Boston, MA 2/17/2026
Whalen Wealth Management Inc. Las Vegas, NV 1/20/2026
WHALEROCK POINT PARTNERS, LLC West Palm Beach, FL 2/13/2026
Wharton Business Group, LLC Malvern, PA 2/11/2026
WHEATLAND ADVISORS INC 7/28/2020
Wheelhouse Advisory Group LLC St. Louis, MO 1/29/2026
Wheels Up Wealth, Inc. Benicia, CA 2/17/2026
Whelan Financial Fresno, CA 2/2/2026
Whetstone Capital Advisors, LLC Shawnee Mission, KS 2/13/2026
WHI TRUST Co LLC Chicago, IL 2/5/2026
Whipplewood Advisors, LLC Littleton, CO 2/17/2026
WHIPPOORWILL ASSOCIATES, INC. 11/12/2015
Whitaker-Myers Wealth Managers, LTD. Mansfield, OH 1/22/2026
Whitcomb & Hess, Inc. Ashland, OH 4/8/2026
White & Co Financial Planning Inc Sunnyside, WA 1/20/2026
White Elm Capital, LLC 2/14/2020
White Knight Strategic Wealth Advisors, LLC Princeton, NJ 2/20/2026
White Lighthouse Investment Management Inc. Bedford, MA 2/9/2026
WHITE MOUNTAINS ADVISORS LLC 11/12/2021
WHITE MOUNTAINS INSURANCE GROUP LTD Hanover, NH 2/12/2026
WHITE PINE CAPITAL LLC Bloomington, MN 2/9/2026
White Pine Investment CO Livonia, MI 1/28/2026
White River Investment Partners, LLC 11/14/2014
WHITE SQUARE CAPITAL LLP 11/12/2021
White Wing Wealth Management The Wodlands, TX 1/15/2026
Whitebark Investors LP Incline Village, NV 2/17/2026
WHITEBOX ADVISORS LLC Minneapolis, MN 2/17/2026
Whitefort Capital Management, LP New York, NY 2/17/2026
Whitegate Investment Counselors, Inc. Concord, NH 2/10/2026
WHITENER CAPITAL MANAGEMENT, INC. Rocky Mount, NC 1/23/2026
Whitford Management LLC New York, NY 2/17/2026
Whitnell & Co. 2/11/2020
WHITTIER TRUST CO South Pasadena, CA 1/26/2026
WHITTIER TRUST CO OF NEVADA INC Reno, NV 1/26/2026
WHV Investments, Inc. 5/11/2016
Wick Capital Partners, LLC Wayne, PA 3/2/2026
Widmann Financial Services, Inc. Bowie, MD 2/18/2026
WiL, LLC 11/2/2022
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 5/7/2024
Wildcat Capital Management, LLC New York, NY 2/3/2026
WILEN INVESTMENT MANAGEMENT CORP. 11/14/2022
Wilian Securities, LLC Vadnais Heights, MN 2/6/2026
Wilkerson Advisory Group LLC Columbia, MO 2/13/2026
WILKINS INVESTMENT COUNSEL INC Boston, MA 2/2/2026
Wilkins Miller Wealth Management, LLC Mobile, AL 1/21/2026
Wilkinson Global Asset Management LLC New York, NY 2/11/2026
Wilks Brothers, LLC 11/13/2019
Willett Advisors LLC 11/4/2014
WILLIAM & FLORA HEWLETT FOUNDATION/ 10/23/2014
William Allan Corp Fort Collins, CO 2/12/2026
William B. Walkup & Associates, Inc. Columbia, SC 2/17/2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Chicago, IL 2/9/2026
WILLIAM HARRIS INVESTORS INC 2/7/2017
William Howard & Co Financial Advisors Inc Memphis, TN 1/21/2026
William Mack & Associates, Inc. Troy, MI 2/9/2026
William Marsh Rice University Houston, TX 1/15/2026
Williams & Novak, LLC Westlake Village, CA 2/5/2026
Williams Financial, LLC North Bennington, VT 2/2/2026
WILLIAMS JONES & ASSOCIATES LLC 8/14/2019
Williams Jones Wealth Management, LLC. New York, NY 2/13/2026
Williamson Legacy Group, LLC Carmel, IN 2/9/2026
Willingdon Wealth Management 4/21/2020
Willis Investment Counsel Gainesville, GA 1/22/2026
Willis Johnson & Associates, Inc. Houston, TX 1/22/2026
WILLNER & HELLER, LLC Encino, CA 1/12/2026
Willoughby Capital Holdings, LLC 11/14/2023
Willow Creek Wealth Management Inc. 11/12/2025
Willow Street Advisors LLC Naples, FL 2/14/2014
Wills Financial Group LLC Richmond, VA 2/11/2026
Wills Financial Group, Inc. 2/14/2025
Wilmar Advisors LLC Juno Beach, FL 2/13/2026
Wilmington Funds Management Corp 8/13/2014
Wilmington Savings Fund Society, FSB Wilmington, DE 2/12/2026
WILMINGTON TRUST CO 8/13/2014
Wilmington Trust Investment Management, LLC 8/13/2014
Wilmington Trust, National Association 8/13/2014
WILSEY ASSET MANAGEMENT INC San Diego, CA 1/7/2026
Wilshire Advisors LLC 11/14/2025
Wilson & Boucher Capital Management, LLC Moraga, CA 2/5/2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD Sydney, C3 2/3/2026
Wilson, Kemp & Associates, Inc. 10/20/2014
WIM Asset Management (HK) Ltd 7/9/2019
WIM INVESTMENT MANAGEMENT Ltd Hong Kong, K3 2/5/2026
WIMMER ASSOCIATES 1, LLC Pasadena, CA 2/13/2026
WIN ADVISORS, INC Palm Beach Gardens, FL 2/4/2026
WINCAP FINANCIAL LLC Boston, MA 1/14/2026
Winch Advisory Services, LLC Appleton, WI 2/3/2026
Wind River Trust Co Jackson, WY 2/5/2026
WINDACRE PARTNERSHIP LLC Houston, TX 2/17/2026
Winder Investment Pte Ltd 8/8/2023
Winder Pte. Ltd. 2/14/2025
Windham Capital Management, LLC 10/11/2024
Windhaven Investment Management, Inc. 5/11/2018
Windle Wealth, LLC Oklahoma City, OK 1/23/2026
Windmill Hill Asset Management Ltd Waddesdon, X0 2/6/2026
Windsor Advisory Group, LLC Columbus, OH 2/17/2026
Windsor Capital Management, LLC Phoenix, AZ 1/15/2026
Windsor Creek Advisors, LLC 2/3/2022
Windsor Financial Group, LLC 8/3/2017
Windsor Wealth Management, Inc. 10/24/2023
WINDWARD CAPITAL MANAGEMENT CO /CA Los Angeles, CA 1/28/2026