Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Washington Harbour Partners LP 8/14/2025
WASHINGTON STATE INVESTMENT BOARD Olympia, WA 8/3/2026
Washington Trust Advisors, Inc. Wellesley, MA 7/29/2026
WASHINGTON TRUST BANK Spokane, WA 8/5/2026
WASHINGTON TRUST Co Westerly, RI 8/3/2026
WASHINGTON UNIVERSITY St Louis, MO 7/14/2026
Wasserstein Management, L.P. New York, NY 8/14/2026
Watchman Group, Inc. Plano, TX 7/24/2026
Watchtower Advisors, LP Old Greenwich, CT 8/13/2026
Water Asset Management LLC 2/14/2020
WATER ISLAND CAPITAL LLC New York, NY 8/14/2026
Water Oak Advisors LLC 10/28/2020
Waterfall Asset Management, LLC New York, NY 8/12/2026
Waterford Advisors, LLC Orchard Park, NY 8/14/2026
Waterfront Capital Partners, LLC New York, NY 8/11/2026
Waterfront Wealth Inc. Overland Park, KS 7/30/2026
Waterloo Capital, L.P. Austin, TX 7/29/2026
Watermark Asset Management, Inc. 1/14/2019
WATERS PARKERSON & CO., LLC New Orleans, LA 7/30/2026
Watershed Asset Management, L.L.C. San Francisco, CA 8/14/2026
WATERSHED PRIVATE WEALTH LLC Oak Brook, IL 7/17/2026
Waterstone Capital Management, L.P. 2/12/2020
Waterton Global Resource Management, Inc. 10/16/2024
Waterway Wealth Management, LLC The Woodlands, TX 7/13/2026
Watson Rebecca 10/22/2020
Watts Gwilliam & Co., LLC 11/21/2025
Wavelength Asset Management LLC 11/5/2015
Wavelength Capital Management, LLC 11/9/2023
Waverly Advisors, LLC Birmingham, AL 8/14/2026
Waycross Investment Management Co Bellingham, WA 7/14/2026
WAYCROSS PARTNERS, LLC Louisville, KY 8/11/2026
Wayfinding Financial, LLC Lynnwood, WA 8/13/2026
Waypoint Capital Advisors, LLC 10/18/2024
waypoint wealth counsel Atlanta, GA 8/4/2026
Waypoint Wealth Partners Inc. 7/10/2025
WAYSTONE ADVISORS LLC Redmond, WA 7/16/2026
Wayzata Investment Partners LLC 10/30/2018
WBH ADVISORY INC Baltimore, MD 8/5/2026
WBI INVESTMENTS, LLC Red Bank, NJ 8/11/2026
WC Walker & Associates, Inc. 2/23/2023
WCG Management, L.P. 8/1/2016
WCG Wealth Advisors LLC Las Vegas, NV 8/14/2026
WCM INVESTMENT MANAGEMENT, LLC Laguna Beach, CA 8/13/2026
WD RUTHERFORD LLC Portland, OR 7/17/2026
WD Thunder CV Ultimate GP LLC Houston, TX 8/13/2026
Wealth & Pension Services Group, Inc. 11/19/2019
Wealth Advisors Northwest LLC Portland, OR 7/14/2026
Wealth Advisors of Iowa, LLC West Des Moines, IA 7/30/2026
Wealth Advisors of Tampa Bay, LLC Tampa, FL 8/14/2026
WEALTH ADVISORS, INC. 10/24/2023
Wealth Advisory Solutions, LLC Zionsville, IN 7/24/2026
Wealth Advisory Team LLC Bellevue, KY 7/23/2026
Wealth Alliance Advisory Group, LLC Wichita, KS 7/23/2026
WEALTH ALLIANCE, LLC Mellville, NY 8/11/2026
Wealth Analytics Partners, LLC San Diego, CA 7/16/2026
Wealth Architects, LLC Mountain View, CA 7/23/2026
Wealth Care LLC Merritt Island, FL 7/15/2026
Wealth CMT 7/12/2023
Wealth Dimensions Group, Ltd. Cincinnati, OH 7/22/2026
WEALTH EFFECTS LLC Boston, MA 8/6/2026
Wealth Enhancement & Preservation of GA, LLC 7/18/2023
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Plymouth, MN 7/15/2026
Wealth Enhancement Trust Services, Inc. Sioux Falls, SD 7/22/2026
Wealth Forward, LLC Fargo, ND 7/29/2026
Wealth Group Ltd Eden Prairie, MN 7/10/2026
Wealth Group, Ltd. Raleigh, NC 7/21/2026
Wealth High Governance Asset Management Ltda. Sao Paulo, D5 8/12/2026
Wealth High Governance Capital Ltda Sao Paulo, D5 8/13/2026
Wealth Intelligence, LLC Columbus, GA 7/13/2026
Wealth Management Associates, Inc. Cherry Hill, NJ 7/21/2026
Wealth Management Nebraska Norfolk, NE 7/27/2026
Wealth Management Partners, LLC Tucson, AZ 7/22/2026
WEALTH MANAGEMENT RESOURCES, INC. Smithfield, RI 7/22/2026
Wealth Management Solutions, LLC 10/25/2023
Wealth Management Strategies, Inc. Pittsburgh, PA 8/17/2026
Wealth Preservation Advisors, LLC Chattanooga, TN 8/14/2026
Wealth Quarterback LLC Toms River, NJ 7/27/2026
Wealth Science Advisors LLC Alpharetta, GA 7/8/2026
Wealth Watch Advisors, INC Englewood, CO 8/14/2026
WealthBridge Capital Management, LLC Westerville, OH 7/24/2026
WealthBridge Investment Counsel Inc. Calgary, A0 7/15/2026
Wealthcare Advisory Partners LLC West Chester, PA 7/9/2026
WealthCare Asset Management, LLC Springfield, MO 7/30/2026
WEALTHCARE CAPITAL MANAGEMENT LLC Richmond, VA 7/9/2026
Wealthcare Capital Partners, LLC West Chester, PA 7/9/2026
WealthCare Investment Partners, LLC Portsmouth, RI 8/10/2026
WealthCollab, LLC Bellevue, WA 8/10/2026
WEALTHEDGE INVESTMENT ADVISORS, LLC New York, NY 7/21/2026
Wealthfront Advisers LLC Palo Alto, CA 8/7/2026
WEALTHFRONT Corp 5/2/2019
WEALTHGARDEN F.S. LLC El Segundo, CA 7/31/2026
Wealthgate Family Office, LLC 11/8/2024
WealthNavi Inc. Shinagawa Ku, Tokyo, M0 7/23/2026
WealthOne, LLC 10/12/2023
WealthPlan Investment Management, LLC Omaha, NE 7/28/2026
WealthPLAN Partners, LLC Omaha, NE 7/28/2026
WealthPoint Financial, LLC Cramerton, NC 8/6/2026
Wealthquest Corp Cincinnati, OH 7/23/2026
WealthShield Partners, LLC Cary, NC 8/12/2026
WealthShield, LLC 4/18/2018
Wealthsimple Inc. 11/8/2022
Wealthsimple US, Ltd. 5/12/2021
WEALTHSOURCE PARTNERS, LLC 1/16/2024
WEALTHSPAN PARTNERS, LLC Davenport, IA 8/6/2026
Wealthspire Advisors, L.P. 11/13/2020
Wealthspire Advisors, LLC New York, NY 8/11/2026
Wealthspire Retirement, LLC Aliso Viejo, CA 8/12/2026
Wealthspring Capital LLC West Harrison, NY 7/15/2026
WealthSpring Partners, LLC Long Beach, CA 8/5/2026
Wealthstar Advisors, LLC Plano, TX 7/30/2026
WealthStone, Inc. 5/13/2021
Wealthstream Advisors, Inc. 11/6/2025
Wealthstreet Investment Advisors, LLC 4/25/2022
WealthTrak Capital Management LLC Virginia Beach, VA 8/4/2026
WealthTrust Asset Management, LLC Destin, FL 7/27/2026
WealthTrust Axiom LLC Wayne, PA 8/11/2026
WealthTrust Fairport, LLC 5/15/2019
WealthTrust-Arizona, LLC 2/7/2019
WEALTHY FOUNTAIN HOLDINGS INC 8/1/2018
Weather Gauge Advisory, LLC 10/22/2021
WEATHERBIE CAPITAL, LLC 2/14/2017
WEATHERLY ASSET MANAGEMENT L. P. Del Mar, CA 7/20/2026
Weatherstone Capital Management 4/16/2019
Weaver C. Barksdale & Associates, Inc. Nashville, TN 8/13/2026
Weaver Capital Management LLC Suwanee, GA 7/30/2026
Weaver Consulting Group Huntington Beach, CA 7/29/2026
WEBER ALAN W 2/16/2021
WEBER CAPITAL MANAGEMENT LLC /ADV Dover, MA 8/12/2026
Webs Creek Capital Management LP Dallas, TX 8/14/2026
WEBSTER BANK, N. A. Waterbury, CT 7/20/2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC Florence, SC 7/15/2026
Wechter Feldman Wealth Management, Inc. 8/5/2021
Wedbush Fund Advisers, LLC Pasadena, CA 8/14/2026
WEDBUSH SECURITIES INC Pasadena, CA 7/28/2026
WEDGE CAPITAL MANAGEMENT L L P/NC Charlotte, NC 7/10/2026
WEDGEWOOD INVESTORS INC /PA/ Erie, PA 7/31/2026
WEDGEWOOD PARTNERS INC St Louis, MO 8/14/2026
Wedmont Private Capital West Chester, PA 7/13/2026
WEIK CAPITAL MANAGEMENT Wyomissing, PA 8/12/2026
Weil Company, Inc. San Diego, CA 8/5/2026
Weinberger Asset Management, Inc Los Angeles, CA 8/5/2026
Weiss Asset Management LP Boston, MA 8/14/2026
Weiss Multi-Strategy Advisers LLC 4/12/2024
WEITZ INVESTMENT MANAGEMENT, INC. Omaha, NE 8/12/2026
Weitzel Financial Services, Inc. Dubuque, IA 7/14/2026
Wela Strategies, Inc. 10/24/2025
WELCH & FORBES LLC Boston, MA 7/30/2026
WELCH CAPITAL PARTNERS LLC/NY Harrison, NY 8/12/2026
Welch Financial Planning, LLC Boulder, CO 7/14/2026
Welch Group, LLC Birmingham, AL 7/23/2026
Welch Investments, LLC 1/30/2018
WELD CAPITAL MANAGEMENT LLC 11/15/2021
Well Done, LLC Holland, MI 7/24/2026
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST London, X0 7/9/2026
Wellesley Asset Management Portsmouth, NH 8/13/2026
Wellesley Investment Partners, LLC 10/30/2020
Wellington Capital Management, Inc. 8/18/2025
Wellington Grp LLC Indianapolis, IN 8/14/2026
WELLINGTON MANAGEMENT GROUP LLP Boston, MA 8/14/2026
Wellington Shields & Co., LLC New York, NY 8/10/2026
Wellington Shields Capital Management, LLC New York, NY 8/10/2026
Wellington Wealth Strategies, LLC. 2/14/2025
Wellment Financial Elmhurst, IL 7/23/2026
WELLS FARGO & COMPANY/MN San Francisco, CA 8/14/2026
Wells Financial Advisors INC Framingham, MA 7/23/2026
Wells Trecaso Financial Group, LLC 11/5/2025
Wellspring Financial Advisors, LLC Cleveland, OH 7/20/2026
Wendel SE Paris, I0 7/22/2026
WENDELL DAVID ASSOCIATES INC Portsmouth, NH 7/27/2026
Werba Rubin Papier Wealth Management San Jose, CA 7/27/2026
Werlinich Asset Management, LLC Stamford, CT 7/9/2026
Wernau Asset Management Inc. Gloucester, MA 7/31/2026
WESBANCO BANK INC Wheeling, WV 7/28/2026
WESCAP Management Group, Inc. Glendale, CA 8/11/2026
Wescott Financial Advisory Group, LLC Philadelphia, PA 8/4/2026
WESLEY CAPITAL MANAGEMENT, LLC 11/14/2016
Wesleyan Assurance Society Birmingham, X0 7/28/2026
WESPAC Advisors SoCal, LLC Pasadena, CA 7/16/2026
WESPAC Advisors, LLC Orinda, CA 8/10/2026
WEST BANCORPORATION INC West Des Moines, IA 7/23/2026
West Branch Capital LLC Amherst, MA 7/10/2026
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 8/10/2026
West Financial Advisors, LLC Des Moines, IA 7/8/2026
WEST MICHIGAN ADVISORS, LLC Holland, MI 7/24/2026
West Oak Capital, LLC 10/3/2025
WEST PACES ADVISORS INC. Atlanta, GA 7/17/2026
WEST RIM CAPITAL ASSOCIATES II, L.P. 11/7/2023
West Tower Group, LLC Richmond, VA 7/31/2026
West Virginia University Foundation, Inc Morgantown, WV 8/13/2026
West Wealth Group, LLC Irvine, CA 8/6/2026
Westbourne Investment Advisors, Inc. Annapolis, MD 7/27/2026
WESTBOURNE INVESTMENTS, INC. Alexandria, VA 8/11/2026
WestBridge Capital Management, LLC Trianon, O4 7/20/2026
WestCap Management, LLC San Francisco, CA 8/13/2026
Westchester Capital Management, Inc. Omaha, NE 7/22/2026
Westchester Capital Management, LLC Valhalla, NY 8/14/2026
WESTCO ADVISORY SERVICES INC /ADV Lynbrook, NY 7/28/2026