Filers
159 institutions on file
White & Co Financial Planning Inc
TRACKEDCIK 0002039300
—
AUM
—
positions
4
filings
latest Q1 2026
Whitefort Capital Management, LP
TRACKEDCIK 0001884931
$339.1M
AUM
20
positions
3
filings
latest Q1 2026
White Knight Strategic Wealth Advisors, LLC
TRACKEDCIK 0001904677
—
AUM
—
positions
4
filings
latest Q1 2026
WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)
TRACKEDCIK 0000776867
$313.4M
AUM
2
positions
4
filings
latest Q1 2026
WHITE PINE CAPITAL LLC
TRACKEDCIK 0001137429
$355.2M
AUM
228
positions
4
filings
latest Q1 2026
Whitford Management LLC
TRACKEDCIK 0001957726
$97.9M
AUM
22
positions
4
filings
latest Q1 2026
Wick Capital Partners, LLC
TRACKEDCIK 0001904388
—
AUM
—
positions
3
filings
latest Q1 2026
Widmann Financial Services, Inc.
TRACKEDCIK 0001906640
—
AUM
—
positions
4
filings
latest Q1 2026
Wilkerson Advisory Group LLC
TRACKEDCIK 0002079661
—
AUM
—
positions
2
filings
latest Q1 2026
WILKINS INVESTMENT COUNSEL INC
TRACKEDCIK 0001276853
$698.2M
AUM
119
positions
4
filings
latest Q1 2026
Wilkinson Global Asset Management LLC
TRACKEDCIK 0001764000
$1.31B
AUM
60
positions
4
filings
latest Q1 2026
William Allan Corp
TRACKEDCIK 0001910961
$169.0M
AUM
59
positions
4
filings
latest Q1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
TRACKEDCIK 0001644956
$30.26B
AUM
413
positions
4
filings
latest Q1 2026
William Marsh Rice University
TRACKEDCIK 0001674705
$220.6M
AUM
2
positions
4
filings
latest Q1 2026
Williamson Legacy Group, LLC
TRACKEDCIK 0002011965
—
AUM
—
positions
4
filings
latest Q1 2026
Wills Financial Group LLC
TRACKEDCIK 0002059579
$265.3M
AUM
75
positions
4
filings
latest Q1 2026
Wilmar Advisors LLC
TRACKEDCIK 0002052481
$115.7M
AUM
27
positions
4
filings
latest Q1 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
TRACKEDCIK 0001914472
$354.0M
AUM
43
positions
4
filings
latest Q1 2026
Wilson & Boucher Capital Management, LLC
TRACKEDCIK 0001903579
$150.7M
AUM
114
positions
4
filings
latest Q1 2026
WIM INVESTMENT MANAGEMENT Ltd
TRACKEDCIK 0002042565
—
AUM
—
positions
4
filings
latest Q1 2026
WIMMER ASSOCIATES 1, LLC
TRACKEDCIK 0001667019
$204.7M
AUM
110
positions
4
filings
latest Q1 2026
WINDACRE PARTNERSHIP LLC
TRACKEDCIK 0001599383
$9.34B
AUM
11
positions
4
filings
latest Q1 2026
Windle Wealth, LLC
TRACKEDCIK 0001963452
$236.7M
AUM
32
positions
4
filings
latest Q1 2026
Windmill Hill Asset Management Ltd
TRACKEDCIK 0001831132
—
AUM
—
positions
4
filings
latest Q1 2026
Wind River Trust Co
TRACKEDCIK 0001657703
$265.2M
AUM
11
positions
4
filings
latest Q1 2026
Windsor Advisory Group, LLC
TRACKEDCIK 0001739953
$119.7M
AUM
82
positions
4
filings
latest Q1 2026
WINDWARD CAPITAL MANAGEMENT CO /CA
TRACKEDCIK 0001078635
$1.23B
AUM
69
positions
4
filings
latest Q1 2026
Windward Management LP
TRACKEDCIK 0001880817
$130.1M
AUM
7
positions
2
filings
latest Q1 2026
WINNOW WEALTH LLC
TRACKEDCIK 0002079687
$129.6M
AUM
123
positions
4
filings
latest Q1 2026
Winslow Capital Management, LLC
TRACKEDCIK 0000900973
—
AUM
—
positions
4
filings
latest Q1 2026
Winthrop Partners - WNY, LLC
TRACKEDCIK 0001734109
$187.7M
AUM
87
positions
4
filings
latest Q1 2026
WINTON GROUP Ltd
TRACKEDCIK 0001612063
$2.85B
AUM
1,080
positions
4
filings
latest Q1 2026
WIREGRASS INVESTMENT MANAGEMENT LLC
TRACKEDCIK 0002109460
$120.6M
AUM
96
positions
2
filings
latest Q1 2026
WISCONSIN CAPITAL MANAGEMENT LLC
TRACKEDCIK 0000926833
$182.2M
AUM
51
positions
4
filings
latest Q1 2026
Wishbone Management, LP
TRACKEDCIK 0001777734
$135.6M
AUM
4
positions
4
filings
latest Q1 2026
WIT, LLC
TRACKEDCIK 0001840025
$5.30B
AUM
22
positions
4
filings
latest Q1 2026
WITTENBERG INVESTMENT MANAGEMENT, INC.
TRACKEDCIK 0001697790
$269.0M
AUM
74
positions
4
filings
latest Q1 2026
WNY Asset Management, LLC
TRACKEDCIK 0001803296
$967.1M
AUM
249
positions
4
filings
latest Q1 2026
Wolf Hill Capital Management, LP
TRACKEDCIK 0001785988
$1.03B
AUM
22
positions
3
filings
latest Q1 2026
Wolfswood Holdings, LLC
TRACKEDCIK 0001835700
$2.8M
AUM
4
positions
4
filings
latest Q1 2026
Womack Financial LLC
TRACKEDCIK 0002107079
—
AUM
—
positions
2
filings
latest Q1 2026
Woodbridge CO LTD
TRACKEDCIK 0001397960
$27.81B
AUM
46
positions
4
filings
latest Q1 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
TRACKEDCIK 0001165805
$2.05B
AUM
122
positions
4
filings
latest Q1 2026
Woodline Partners LP
TRACKEDCIK 0001784547
$26.46B
AUM
1,023
positions
3
filings
latest Q1 2026
Woodson Capital Management, LP
TRACKEDCIK 0001697848
$636.1M
AUM
29
positions
4
filings
latest Q1 2026
Wood Tarver Financial Group, LLC
TRACKEDCIK 0002059344
$361,858
AUM
155
positions
4
filings
latest Q1 2026
Working Capital Advisors (UK) Ltd.
TRACKEDCIK 0001807878
$59.1M
AUM
2
positions
4
filings
latest Q1 2026
WORLDLY PARTNERS MANAGEMENT, LLC
TRACKEDCIK 0001904574
—
AUM
—
positions
4
filings
latest Q1 2026
WORLDQUANT MILLENNIUM ADVISORS LLC
TRACKEDCIK 0001745981
$25.93B
AUM
593
positions
4
filings
latest Q1 2026
WorthPointe, LLC
TRACKEDCIK 0001921448
$369.3M
AUM
117
positions
4
filings
latest Q1 2026
White & Co Financial Planning Inc
TRACKEDCIK 0002039300
—
AUM
—
positions
4
filings
latest Q1 2026
Whitefort Capital Management, LP
TRACKEDCIK 0001884931
$339.1M
AUM
20
positions
3
filings
latest Q1 2026
White Knight Strategic Wealth Advisors, LLC
TRACKEDCIK 0001904677
—
AUM
—
positions
4
filings
latest Q1 2026
WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)
TRACKEDCIK 0000776867
$313.4M
AUM
2
positions
4
filings
latest Q1 2026
WHITE PINE CAPITAL LLC
TRACKEDCIK 0001137429
$355.2M
AUM
228
positions
4
filings
latest Q1 2026
Whitford Management LLC
TRACKEDCIK 0001957726
$97.9M
AUM
22
positions
4
filings
latest Q1 2026
Wick Capital Partners, LLC
TRACKEDCIK 0001904388
—
AUM
—
positions
3
filings
latest Q1 2026
Widmann Financial Services, Inc.
TRACKEDCIK 0001906640
—
AUM
—
positions
4
filings
latest Q1 2026
Wilkerson Advisory Group LLC
TRACKEDCIK 0002079661
—
AUM
—
positions
2
filings
latest Q1 2026
WILKINS INVESTMENT COUNSEL INC
TRACKEDCIK 0001276853
$698.2M
AUM
119
positions
4
filings
latest Q1 2026
Wilkinson Global Asset Management LLC
TRACKEDCIK 0001764000
$1.31B
AUM
60
positions
4
filings
latest Q1 2026
William Allan Corp
TRACKEDCIK 0001910961
$169.0M
AUM
59
positions
4
filings
latest Q1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
TRACKEDCIK 0001644956
$30.26B
AUM
413
positions
4
filings
latest Q1 2026
William Marsh Rice University
TRACKEDCIK 0001674705
$220.6M
AUM
2
positions
4
filings
latest Q1 2026
Williamson Legacy Group, LLC
TRACKEDCIK 0002011965
—
AUM
—
positions
4
filings
latest Q1 2026
Wills Financial Group LLC
TRACKEDCIK 0002059579
$265.3M
AUM
75
positions
4
filings
latest Q1 2026
Wilmar Advisors LLC
TRACKEDCIK 0002052481
$115.7M
AUM
27
positions
4
filings
latest Q1 2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
TRACKEDCIK 0001914472
$354.0M
AUM
43
positions
4
filings
latest Q1 2026
Wilson & Boucher Capital Management, LLC
TRACKEDCIK 0001903579
$150.7M
AUM
114
positions
4
filings
latest Q1 2026
WIM INVESTMENT MANAGEMENT Ltd
TRACKEDCIK 0002042565
—
AUM
—
positions
4
filings
latest Q1 2026
WIMMER ASSOCIATES 1, LLC
TRACKEDCIK 0001667019
$204.7M
AUM
110
positions
4
filings
latest Q1 2026
WINDACRE PARTNERSHIP LLC
TRACKEDCIK 0001599383
$9.34B
AUM
11
positions
4
filings
latest Q1 2026
Windle Wealth, LLC
TRACKEDCIK 0001963452
$236.7M
AUM
32
positions
4
filings
latest Q1 2026
Windmill Hill Asset Management Ltd
TRACKEDCIK 0001831132
—
AUM
—
positions
4
filings
latest Q1 2026
Wind River Trust Co
TRACKEDCIK 0001657703
$265.2M
AUM
11
positions
4
filings
latest Q1 2026
Windsor Advisory Group, LLC
TRACKEDCIK 0001739953
$119.7M
AUM
82
positions
4
filings
latest Q1 2026
WINDWARD CAPITAL MANAGEMENT CO /CA
TRACKEDCIK 0001078635
$1.23B
AUM
69
positions
4
filings
latest Q1 2026
Windward Management LP
TRACKEDCIK 0001880817
$130.1M
AUM
7
positions
2
filings
latest Q1 2026
WINNOW WEALTH LLC
TRACKEDCIK 0002079687
$129.6M
AUM
123
positions
4
filings
latest Q1 2026
Winslow Capital Management, LLC
TRACKEDCIK 0000900973
—
AUM
—
positions
4
filings
latest Q1 2026
Winthrop Partners - WNY, LLC
TRACKEDCIK 0001734109
$187.7M
AUM
87
positions
4
filings
latest Q1 2026
WINTON GROUP Ltd
TRACKEDCIK 0001612063
$2.85B
AUM
1,080
positions
4
filings
latest Q1 2026
WIREGRASS INVESTMENT MANAGEMENT LLC
TRACKEDCIK 0002109460
$120.6M
AUM
96
positions
2
filings
latest Q1 2026
WISCONSIN CAPITAL MANAGEMENT LLC
TRACKEDCIK 0000926833
$182.2M
AUM
51
positions
4
filings
latest Q1 2026
Wishbone Management, LP
TRACKEDCIK 0001777734
$135.6M
AUM
4
positions
4
filings
latest Q1 2026
WIT, LLC
TRACKEDCIK 0001840025
$5.30B
AUM
22
positions
4
filings
latest Q1 2026
WITTENBERG INVESTMENT MANAGEMENT, INC.
TRACKEDCIK 0001697790
$269.0M
AUM
74
positions
4
filings
latest Q1 2026
WNY Asset Management, LLC
TRACKEDCIK 0001803296
$967.1M
AUM
249
positions
4
filings
latest Q1 2026
Wolf Hill Capital Management, LP
TRACKEDCIK 0001785988
$1.03B
AUM
22
positions
3
filings
latest Q1 2026
Wolfswood Holdings, LLC
TRACKEDCIK 0001835700
$2.8M
AUM
4
positions
4
filings
latest Q1 2026
Womack Financial LLC
TRACKEDCIK 0002107079
—
AUM
—
positions
2
filings
latest Q1 2026
Woodbridge CO LTD
TRACKEDCIK 0001397960
$27.81B
AUM
46
positions
4
filings
latest Q1 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
TRACKEDCIK 0001165805
$2.05B
AUM
122
positions
4
filings
latest Q1 2026
Woodline Partners LP
TRACKEDCIK 0001784547
$26.46B
AUM
1,023
positions
3
filings
latest Q1 2026
Woodson Capital Management, LP
TRACKEDCIK 0001697848
$636.1M
AUM
29
positions
4
filings
latest Q1 2026
Wood Tarver Financial Group, LLC
TRACKEDCIK 0002059344
$361,858
AUM
155
positions
4
filings
latest Q1 2026
Working Capital Advisors (UK) Ltd.
TRACKEDCIK 0001807878
$59.1M
AUM
2
positions
4
filings
latest Q1 2026
WORLDLY PARTNERS MANAGEMENT, LLC
TRACKEDCIK 0001904574
—
AUM
—
positions
4
filings
latest Q1 2026
WORLDQUANT MILLENNIUM ADVISORS LLC
TRACKEDCIK 0001745981
$25.93B
AUM
593
positions
4
filings
latest Q1 2026
WorthPointe, LLC
TRACKEDCIK 0001921448
$369.3M
AUM
117
positions
4
filings
latest Q1 2026