Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
WestEnd Advisors, LLC Charlotte, NC 7/22/2026
Westend Capital Management, LLC Sausalito, CA 8/7/2026
Westerkirk Capital Inc. Victoria, A1 8/10/2026
WESTERLY CAPITAL MANAGEMENT, LLC San Francisco, CA 8/14/2026
Western Asset Management Company, LLC 11/13/2025
WESTERN FINANCIAL Corp 11/4/2022
Western Financial Corp/CA San Diego, CA 7/22/2026
Western Pacific Wealth Management, LP Lake Forest, IL 8/7/2026
Western Reserve Capital Management, LLC Hudson, OH 7/21/2026
Western Standard LLC Los Angeles, CA 8/10/2026
Western Wealth Management, LLC Golden, CO 8/14/2026
WESTFIELD CAPITAL MANAGEMENT CO LP Boston, MA 8/12/2026
Westfuller Advisors, LLC New York, NY 7/29/2026
Westhampton Capital, LLC Winston Salem, NC 7/14/2026
WestHill Financial Advisors, Inc. San Rafael, CA 7/21/2026
Westmount Partners, LLC Los Angeles, CA 7/7/2026
WESTON CAPITAL MANAGEMENT INC Los Angeles, CA 1/3/2014
Westover Capital Advisors, LLC Wilmington, DE 8/4/2026
WESTPAC BANKING CORP Sydney, C3 8/12/2026
Westpark Management, LLC 10/24/2022
WESTPORT ADVISERS LLC 8/15/2016
WESTPORT ASSET MANAGEMENT INC Southport, CT 8/10/2026
WESTPORT RESOURCES MANAGEMENT INC 11/14/2016
Westshore Wealth, LLC Newport Beach, CA 8/10/2026
Westside Investment Management, Inc. Santa Monica, CA 7/27/2026
Westview Management dba Westview Investment Advisors Burlington, VT 7/31/2026
Westwind Capital Las Cruces, NM 7/15/2026
Westwood Global Investments, LLC Boston, MA 8/7/2026
WESTWOOD HOLDINGS GROUP INC Dallas, TX 8/14/2026
WESTWOOD MANAGEMENT CORP /IL/ 1/29/2024
Westwood Wealth Management Los Angeles, CA 8/7/2026
WETZEL INVESTMENT ADVISORS, INC. Indianapolis, IN 7/23/2026
WEXFORD CAPITAL LP West Palm Beach, FL 8/14/2026
WEYBOSSET RESEARCH & MANAGEMENT LLC Providence, RI 7/28/2026
Weyland Capital Management, LLC 7/28/2016
WFA Asset Management Corp 10/30/2025
WFA of San Diego, LLC San Diego, CA 8/14/2026
WFG Advisors, LP 8/18/2017
WFM ASIA (BVI) Ltd Hong Kong, K3 8/10/2026
WGI DM, LLC Boston, MA 8/7/2026
Whale Rock Capital Management LLC Boston, MA 8/14/2026
Whalen Wealth Management Inc. Las Vegas, NV 8/13/2026
WHALEROCK POINT PARTNERS, LLC West Palm Beach, FL 8/13/2026
Wharton Business Group, LLC Malvern, PA 8/10/2026
WHEATLAND ADVISORS INC 7/28/2020
Wheelhouse Advisory Group LLC St. Louis, MO 7/23/2026
Wheels Up Wealth, Inc. Benicia, CA 7/27/2026
Whelan Financial Fresno, CA 7/24/2026
Whetstone Capital Advisors, LLC Shawnee Mission, KS 8/14/2026
WHI TRUST Co LLC Chicago, IL 8/11/2026
Whipplewood Advisors, LLC Littleton, CO 7/27/2026
WHIPPOORWILL ASSOCIATES, INC. 11/12/2015
Whitaker-Myers Wealth Managers, LTD. Mansfield, OH 7/8/2026
Whitcomb & Hess, Inc. Ashland, OH 7/8/2026
White & Co Financial Planning Inc Sunnyside, WA 7/15/2026
White Elm Capital, LLC 2/14/2020
White Knight Strategic Wealth Advisors, LLC Princeton, NJ 8/14/2026
White Lighthouse Investment Management Inc. Bedford, MA 8/4/2026
WHITE MOUNTAINS ADVISORS LLC 11/12/2021
WHITE MOUNTAINS INSURANCE GROUP LTD Hanover, NH 8/12/2026
WHITE PINE CAPITAL LLC Bloomington, MN 8/5/2026
White Pine Investment CO Livonia, MI 7/20/2026
White River Investment Partners, LLC 11/14/2014
WHITE SQUARE CAPITAL LLP 11/12/2021
White Wing Wealth Management The Wodlands, TX 7/8/2026
Whitebark Investors LP Incline Village, NV 8/14/2026
WHITEBOX ADVISORS LLC Minneapolis, MN 8/14/2026
Whitefort Capital Management, LP New York, NY 8/14/2026
Whitegate Investment Counselors, Inc. Concord, NH 8/10/2026
WHITENER CAPITAL MANAGEMENT, INC. Rocky Mount, NC 7/10/2026
Whitford Management LLC New York, NY 8/14/2026
Whitnell & Co. 2/11/2020
WHITTIER TRUST CO South Pasadena, CA 7/27/2026
WHITTIER TRUST CO OF NEVADA INC Reno, NV 7/27/2026
WHV Investments, Inc. 5/11/2016
Wick Capital Partners, LLC Wayne, PA 8/14/2026
Widmann Financial Services, Inc. Bowie, MD 8/14/2026
WiL, LLC 11/2/2022
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 5/7/2024
Wildcat Capital Management, LLC New York, NY 7/22/2026
WILEN INVESTMENT MANAGEMENT CORP. 11/14/2022
Wilkerson Advisory Group LLC Columbia, MO 7/21/2026
WILKINS INVESTMENT COUNSEL INC Boston, MA 8/6/2026
Wilkins Miller Wealth Management, LLC Mobile, AL 7/21/2026
Wilkinson Global Asset Management LLC New York, NY 8/6/2026
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 7/28/2026
William B. Walkup & Associates, Inc. Columbia, SC 7/30/2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Chicago, IL 8/11/2026
WILLIAM HARRIS INVESTORS INC 2/7/2017
William Howard & Co Financial Advisors Inc Memphis, TN 7/9/2026
WILLIAM JOHN SEMPOLINSKI Easton, MA 8/14/2026
William Mack & Associates, Inc. Troy, MI 7/10/2026
William Marsh Rice University Houston, TX 7/23/2026
Williams & Novak, LLC Westlake Village, CA 7/8/2026
Williams Financial, LLC North Bennington, VT 7/21/2026
WILLIAMS JONES & ASSOCIATES LLC 8/14/2019
Williams Jones Wealth Management, LLC. New York, NY 8/5/2026
Williamson Legacy Group, LLC Carmel, IN 8/13/2026
Willingdon Wealth Management 4/21/2020
Willis Investment Counsel Gainesville, GA 8/3/2026
Willis Johnson & Associates, Inc. Houston, TX 8/13/2026
WILLNER & HELLER, LLC Encino, CA 7/7/2026
Willoughby Capital Holdings, LLC 11/14/2023
Willow Creek Wealth Management Inc. 11/12/2025
Willow Financial LLC Rogers, AR 4/21/2026
Willow Street Advisors LLC Naples, FL 2/14/2014
Wills Financial Group LLC Richmond, VA 8/14/2026
Wills Financial Group, Inc. 2/14/2025
Wilmar Advisors LLC Juno Beach, FL 8/13/2026
Wilmington Funds Management Corp 8/13/2014
Wilmington Savings Fund Society, FSB Wilmington, DE 7/28/2026
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 7/8/2026
Wilshire Advisors LLC Santa Monica, CA 7/27/2026
Wilson & Boucher Capital Management, LLC Moraga, CA 8/18/2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD Sydney, C3 8/5/2026
Wilson, Kemp & Associates, Inc. 10/20/2014
WIM Asset Management (HK) Ltd 7/9/2019
WIM INVESTMENT MANAGEMENT Ltd Hong Kong, K3 8/5/2026
WIMMER ASSOCIATES 1, LLC Pasadena, CA 8/14/2026
WIN ADVISORS, INC Palm Beach Gardens, FL 8/4/2026
WINCAP FINANCIAL LLC Boston, MA 7/9/2026
Winch Advisory Services, LLC Appleton, WI 8/6/2026
Wind River Trust Co Jackson, WY 8/14/2026
WINDACRE PARTNERSHIP LLC Houston, TX 8/14/2026
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 7/30/2026
Windmill Hill Asset Management Ltd Waddesdon, X0 8/10/2026
Windsor Advisory Group, LLC Columbus, OH 8/14/2026
Windsor Capital Management, LLC Phoenix, AZ 7/8/2026
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 8/7/2026
Windward Management LP Miami Beach, FL 8/17/2026
Windward Private Wealth Management Inc. Overland Park, KS 8/4/2026
WINEBRENNER CAPITAL MANAGEMENT LLC Louisville, KY 7/15/2026
Winfield Associates, Inc. 4/5/2022
Wing Lake Capital, LLC 2/17/2015
Wingate Wealth Advisors, Inc. Lexington, MA 7/29/2026
Wingspan Investment Management, LP 2/14/2017
WINMILL & CO. INC Walpole, NH 8/13/2026
WINNACLE WEALTH LLC Waco, TX 7/21/2026
Winning Points Advisors, LLC Boca Raton, FL 8/17/2026
WINSLOW ASSET MANAGEMENT INC Beachwood, OH 8/6/2026
Winslow Capital Management, LLC Minneapolis, MN 8/13/2026
Winslow, Evans & Crocker, Inc. 2/3/2021
Winter & Associates, Inc. St. Paul, MN 7/9/2026
Wintergreen Advisers, LLC 5/10/2019
Winthrop Advisory Group LLC Boston, MA 7/17/2026
Winthrop Capital Management, LLC Carmel, IN 8/13/2026
Winthrop Partners - WNY, LLC Buffalo, NY 7/15/2026
Winton Capital Management Ltd London, X0 5/1/2014
WINTON GROUP Ltd London, X0 8/7/2026
WINTRUST INVESTMENTS LLC 2/10/2025
WIPFLI FINANCIAL ADVISORS LLC, 10/26/2022
WIREGRASS INVESTMENT MANAGEMENT LLC Thomasville, GA 8/7/2026
WISCONSIN CAPITAL MANAGEMENT LLC Madison, WI 7/27/2026
Wisconsin Wealth Advisors, LLC Sun Prairie, WI 7/7/2026
Wise Wealth Partners Phoenix, AZ 7/28/2026
Wiser Advisor Group LLC Phoenix, AZ 8/14/2026
Wiser Wealth Management, Inc Marietta, GA 7/14/2026
Wishbone Management, LP Chicago, IL 8/13/2026
WIT Partners Advisory Pte. Ltd. Singapore, U0 8/11/2026
WIT, LLC District Of Columbia, DC 8/14/2026
WITTENBERG INVESTMENT MANAGEMENT, INC. Carlisle, MA 8/12/2026
WJ Financial Advisors LLC Killingworth, CT 8/13/2026
WJ Interests, LLC Sugar Land, TX 7/29/2026
WJ Wealth Management, LLC Glendale, AZ 8/3/2026
WL ROSS & CO LLC 2/14/2022
WLTH Capital Management, LLC Chandler, AZ 7/9/2026
WMG Financial Advisors, LLC Knoxville, TN 7/23/2026
WMS Group LLC Folsom, LA 7/23/2026
WMS Partners, LLC 11/13/2025
WNY Asset Management, LLC Williamsville, NY 8/17/2026
Wolf Group Capital Advisors 4/18/2025
Wolf Hill Capital Management, LP Greenwich, CT 8/13/2026
Wolff Financial Management LLC Kalamazoo, MI 7/16/2026
WOLFF WIESE MAGANA LLC Carslbad, CA 7/13/2026
Wolfstich Capital, LLC Medfield, MA 7/24/2026
Wolfswood Holdings, LLC New York, NY 8/14/2026
WOLVERINE ASSET MANAGEMENT LLC Chicago, IL 8/10/2026
WOLVERINE TRADING, LLC 11/14/2025
Womack Financial LLC Dallas, TX 8/13/2026
WOOD ASSET MANAGEMENT INC 4/16/2015
Wood Investment Counsel LLC 10/27/2014
Wood Tarver Financial Group, LLC Boise, ID 8/13/2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV Bermuda Run, NC 7/29/2026
Woodbine Capital Advisors LP New York, NY 5/15/2014
Woodbridge CO LTD Toronto, A6 8/13/2026
Woodford Investment Management Ltd 1/27/2020
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC Indianapolis, IN 8/10/2026