Filers
159 institutions on file
WealthTrust Asset Management, LLC
TRACKEDCIK 0001867894
$167.5M
AUM
98
positions
4
filings
latest Q1 2026
WealthTrust Axiom LLC
TRACKEDCIK 0001425949
$406.4M
AUM
290
positions
4
filings
latest Q1 2026
Wealth Watch Advisors, INC
TRACKEDCIK 0002040515
$238.8M
AUM
109
positions
4
filings
latest Q1 2026
Weaver C. Barksdale & Associates, Inc.
TRACKEDCIK 0001294588
$104.9M
AUM
62
positions
4
filings
latest Q1 2026
Weaver Consulting Group
TRACKEDCIK 0001780055
—
AUM
—
positions
4
filings
latest Q1 2026
Webs Creek Capital Management LP
TRACKEDCIK 0001825309
$577.5M
AUM
14
positions
4
filings
latest Q1 2026
WEDGEWOOD PARTNERS INC
TRACKEDCIK 0000859804
—
AUM
—
positions
4
filings
latest Q1 2026
WEIK CAPITAL MANAGEMENT
TRACKEDCIK 0001278793
$251.3M
AUM
90
positions
4
filings
latest Q1 2026
Weinberger Asset Management, Inc
TRACKEDCIK 0002051705
—
AUM
—
positions
4
filings
latest Q1 2026
Weiss Asset Management LP
TRACKEDCIK 0001357550
$5.91B
AUM
479
positions
2
filings
latest Q1 2026
WEITZ INVESTMENT MANAGEMENT, INC.
TRACKEDCIK 0000883965
$1.43B
AUM
49
positions
4
filings
latest Q1 2026
WELCH CAPITAL PARTNERS LLC/NY
TRACKEDCIK 0001042063
$444,181
AUM
26
positions
4
filings
latest Q1 2026
Wellington Grp LLC
TRACKEDCIK 0002134013
$628.1M
AUM
1,044
positions
2
filings
latest Q1 2026
WELLINGTON MANAGEMENT GROUP LLP
TRACKEDCIK 0000902219
$535.46B
AUM
1,853
positions
4
filings
latest Q1 2026
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ)
TRACKEDCIK 0000072971
$530.34B
AUM
6,742
positions
4
filings
latest Q1 2026
Wells Financial Advisors INC
TRACKEDCIK 0001844454
—
AUM
—
positions
4
filings
latest Q1 2026
Wellspring Financial Advisors, LLC
TRACKEDCIK 0001811308
$1.33B
AUM
278
positions
4
filings
latest Q1 2026
Werba Rubin Papier Wealth Management
TRACKEDCIK 0001971029
—
AUM
—
positions
4
filings
latest Q1 2026
WESCAP Management Group, Inc.
TRACKEDCIK 0001667140
$507.6M
AUM
107
positions
4
filings
latest Q1 2026
Wescott Financial Advisory Group, LLC
TRACKEDCIK 0001864880
$1.14B
AUM
192
positions
4
filings
latest Q1 2026
WESTBOURNE INVESTMENTS, INC.
TRACKEDCIK 0000932929
—
AUM
—
positions
4
filings
latest Q1 2026
WestBridge Capital Management, LLC
TRACKEDCIK 0001846644
$107.4M
AUM
1
positions
4
filings
latest Q1 2026
WestCap Management, LLC
TRACKEDCIK 0001838470
$194.9M
AUM
2
positions
2
filings
latest Q1 2026
Westchester Capital Management, Inc.
TRACKEDCIK 0001390063
$496.5M
AUM
45
positions
4
filings
latest Q1 2026
Westchester Capital Management, LLC
TRACKEDCIK 0001512805
$2.21B
AUM
299
positions
4
filings
latest Q1 2026
WESTCO ADVISORY SERVICES INC /ADV
TRACKEDCIK 0000946310
$162.7M
AUM
93
positions
2
filings
latest Q1 2026
Westerkirk Capital Inc.
TRACKEDCIK 0002080423
$928.9M
AUM
208
positions
4
filings
latest Q1 2026
WESTERLY CAPITAL MANAGEMENT, LLC
TRACKEDCIK 0001546172
—
AUM
—
positions
4
filings
latest Q1 2026
Western Wealth Management, LLC
TRACKEDCIK 0001767902
—
AUM
—
positions
4
filings
latest Q1 2026
West Family Investments, Inc.
TRACKEDCIK 0001568303
$285.2M
AUM
259
positions
3
filings
latest Q1 2026
WESTFIELD CAPITAL MANAGEMENT CO LP
TRACKEDCIK 0001177719
$23.83B
AUM
250
positions
4
filings
latest Q1 2026
WESTPAC BANKING CORP (WBKCY, WEBNF)
TRACKEDCIK 0000719245
$1.44B
AUM
495
positions
3
filings
latest Q1 2026
WESTPORT ASSET MANAGEMENT INC
TRACKEDCIK 0000811454
$226.5M
AUM
78
positions
4
filings
latest Q1 2026
Westview Management dba Westview Investment Advisors
TRACKEDCIK 0002073768
$192.2M
AUM
70
positions
2
filings
latest Q1 2026
West Virginia University Foundation, Inc
TRACKEDCIK 0002109379
$623.4M
AUM
2
positions
4
filings
latest Q1 2026
West Wealth Group, LLC
TRACKEDCIK 0001923591
$506.0M
AUM
130
positions
4
filings
latest Q1 2026
Westwood Global Investments, LLC
TRACKEDCIK 0001356513
—
AUM
—
positions
2
filings
latest Q1 2026
WESTWOOD HOLDINGS GROUP INC (WHG)
TRACKEDCIK 0001165002
$13.73B
AUM
461
positions
3
filings
latest Q1 2026
Westwood Wealth Management
TRACKEDCIK 0001861125
$254.8M
AUM
42
positions
4
filings
latest Q1 2026
WEXFORD CAPITAL LP
TRACKEDCIK 0001048462
$690.3M
AUM
164
positions
4
filings
latest Q1 2026
WFA of San Diego, LLC
TRACKEDCIK 0001821407
—
AUM
—
positions
4
filings
latest Q1 2026
WFM ASIA (BVI) Ltd
TRACKEDCIK 0001632574
—
AUM
—
positions
4
filings
latest Q1 2026
WGI DM, LLC
TRACKEDCIK 0002059126
—
AUM
—
positions
2
filings
latest Q1 2026
Whale Rock Capital Management LLC
TRACKEDCIK 0001387322
$7.74B
AUM
35
positions
4
filings
latest Q1 2026
WHALEROCK POINT PARTNERS, LLC
TRACKEDCIK 0001389709
$518.2M
AUM
197
positions
4
filings
latest Q1 2026
Wharton Business Group, LLC
TRACKEDCIK 0001513126
$2.65B
AUM
141
positions
4
filings
latest Q1 2026
Wheels Up Wealth, Inc.
TRACKEDCIK 0002107618
$106.4M
AUM
24
positions
2
filings
latest Q1 2026
Whetstone Capital Advisors, LLC
TRACKEDCIK 0001607278
$288.4M
AUM
54
positions
4
filings
latest Q1 2026
Whitebark Investors LP
TRACKEDCIK 0002042091
$125.1M
AUM
9
positions
3
filings
latest Q1 2026
WHITEBOX ADVISORS LLC
TRACKEDCIK 0001257391
—
AUM
—
positions
4
filings
latest Q1 2026
WealthTrust Asset Management, LLC
TRACKEDCIK 0001867894
$167.5M
AUM
98
positions
4
filings
latest Q1 2026
WealthTrust Axiom LLC
TRACKEDCIK 0001425949
$406.4M
AUM
290
positions
4
filings
latest Q1 2026
Wealth Watch Advisors, INC
TRACKEDCIK 0002040515
$238.8M
AUM
109
positions
4
filings
latest Q1 2026
Weaver C. Barksdale & Associates, Inc.
TRACKEDCIK 0001294588
$104.9M
AUM
62
positions
4
filings
latest Q1 2026
Weaver Consulting Group
TRACKEDCIK 0001780055
—
AUM
—
positions
4
filings
latest Q1 2026
Webs Creek Capital Management LP
TRACKEDCIK 0001825309
$577.5M
AUM
14
positions
4
filings
latest Q1 2026
WEDGEWOOD PARTNERS INC
TRACKEDCIK 0000859804
—
AUM
—
positions
4
filings
latest Q1 2026
WEIK CAPITAL MANAGEMENT
TRACKEDCIK 0001278793
$251.3M
AUM
90
positions
4
filings
latest Q1 2026
Weinberger Asset Management, Inc
TRACKEDCIK 0002051705
—
AUM
—
positions
4
filings
latest Q1 2026
Weiss Asset Management LP
TRACKEDCIK 0001357550
$5.91B
AUM
479
positions
2
filings
latest Q1 2026
WEITZ INVESTMENT MANAGEMENT, INC.
TRACKEDCIK 0000883965
$1.43B
AUM
49
positions
4
filings
latest Q1 2026
WELCH CAPITAL PARTNERS LLC/NY
TRACKEDCIK 0001042063
$444,181
AUM
26
positions
4
filings
latest Q1 2026
Wellington Grp LLC
TRACKEDCIK 0002134013
$628.1M
AUM
1,044
positions
2
filings
latest Q1 2026
WELLINGTON MANAGEMENT GROUP LLP
TRACKEDCIK 0000902219
$535.46B
AUM
1,853
positions
4
filings
latest Q1 2026
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ)
TRACKEDCIK 0000072971
$530.34B
AUM
6,742
positions
4
filings
latest Q1 2026
Wells Financial Advisors INC
TRACKEDCIK 0001844454
—
AUM
—
positions
4
filings
latest Q1 2026
Wellspring Financial Advisors, LLC
TRACKEDCIK 0001811308
$1.33B
AUM
278
positions
4
filings
latest Q1 2026
Werba Rubin Papier Wealth Management
TRACKEDCIK 0001971029
—
AUM
—
positions
4
filings
latest Q1 2026
WESCAP Management Group, Inc.
TRACKEDCIK 0001667140
$507.6M
AUM
107
positions
4
filings
latest Q1 2026
Wescott Financial Advisory Group, LLC
TRACKEDCIK 0001864880
$1.14B
AUM
192
positions
4
filings
latest Q1 2026
WESTBOURNE INVESTMENTS, INC.
TRACKEDCIK 0000932929
—
AUM
—
positions
4
filings
latest Q1 2026
WestBridge Capital Management, LLC
TRACKEDCIK 0001846644
$107.4M
AUM
1
positions
4
filings
latest Q1 2026
WestCap Management, LLC
TRACKEDCIK 0001838470
$194.9M
AUM
2
positions
2
filings
latest Q1 2026
Westchester Capital Management, Inc.
TRACKEDCIK 0001390063
$496.5M
AUM
45
positions
4
filings
latest Q1 2026
Westchester Capital Management, LLC
TRACKEDCIK 0001512805
$2.21B
AUM
299
positions
4
filings
latest Q1 2026
WESTCO ADVISORY SERVICES INC /ADV
TRACKEDCIK 0000946310
$162.7M
AUM
93
positions
2
filings
latest Q1 2026
Westerkirk Capital Inc.
TRACKEDCIK 0002080423
$928.9M
AUM
208
positions
4
filings
latest Q1 2026
WESTERLY CAPITAL MANAGEMENT, LLC
TRACKEDCIK 0001546172
—
AUM
—
positions
4
filings
latest Q1 2026
Western Wealth Management, LLC
TRACKEDCIK 0001767902
—
AUM
—
positions
4
filings
latest Q1 2026
West Family Investments, Inc.
TRACKEDCIK 0001568303
$285.2M
AUM
259
positions
3
filings
latest Q1 2026
WESTFIELD CAPITAL MANAGEMENT CO LP
TRACKEDCIK 0001177719
$23.83B
AUM
250
positions
4
filings
latest Q1 2026
WESTPAC BANKING CORP (WBKCY, WEBNF)
TRACKEDCIK 0000719245
$1.44B
AUM
495
positions
3
filings
latest Q1 2026
WESTPORT ASSET MANAGEMENT INC
TRACKEDCIK 0000811454
$226.5M
AUM
78
positions
4
filings
latest Q1 2026
Westview Management dba Westview Investment Advisors
TRACKEDCIK 0002073768
$192.2M
AUM
70
positions
2
filings
latest Q1 2026
West Virginia University Foundation, Inc
TRACKEDCIK 0002109379
$623.4M
AUM
2
positions
4
filings
latest Q1 2026
West Wealth Group, LLC
TRACKEDCIK 0001923591
$506.0M
AUM
130
positions
4
filings
latest Q1 2026
Westwood Global Investments, LLC
TRACKEDCIK 0001356513
—
AUM
—
positions
2
filings
latest Q1 2026
WESTWOOD HOLDINGS GROUP INC (WHG)
TRACKEDCIK 0001165002
$13.73B
AUM
461
positions
3
filings
latest Q1 2026
Westwood Wealth Management
TRACKEDCIK 0001861125
$254.8M
AUM
42
positions
4
filings
latest Q1 2026
WEXFORD CAPITAL LP
TRACKEDCIK 0001048462
$690.3M
AUM
164
positions
4
filings
latest Q1 2026
WFA of San Diego, LLC
TRACKEDCIK 0001821407
—
AUM
—
positions
4
filings
latest Q1 2026
WFM ASIA (BVI) Ltd
TRACKEDCIK 0001632574
—
AUM
—
positions
4
filings
latest Q1 2026
WGI DM, LLC
TRACKEDCIK 0002059126
—
AUM
—
positions
2
filings
latest Q1 2026
Whale Rock Capital Management LLC
TRACKEDCIK 0001387322
$7.74B
AUM
35
positions
4
filings
latest Q1 2026
WHALEROCK POINT PARTNERS, LLC
TRACKEDCIK 0001389709
$518.2M
AUM
197
positions
4
filings
latest Q1 2026
Wharton Business Group, LLC
TRACKEDCIK 0001513126
$2.65B
AUM
141
positions
4
filings
latest Q1 2026
Wheels Up Wealth, Inc.
TRACKEDCIK 0002107618
$106.4M
AUM
24
positions
2
filings
latest Q1 2026
Whetstone Capital Advisors, LLC
TRACKEDCIK 0001607278
$288.4M
AUM
54
positions
4
filings
latest Q1 2026
Whitebark Investors LP
TRACKEDCIK 0002042091
$125.1M
AUM
9
positions
3
filings
latest Q1 2026
WHITEBOX ADVISORS LLC
TRACKEDCIK 0001257391
—
AUM
—
positions
4
filings
latest Q1 2026