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Home Institutional Investing (13F)Latest Browse filers Smart Money Consensus

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Home Institutional Investing (13F)Latest Browse filers Smart Money Consensus

Filers

159 institutions on file

All A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

WADDELL & ASSOCIATES, LLC
TRACKED
CIK 0001776757
—
AUM
—
positions
4
filings
latest Q1 2026
WAFRA INC.
TRACKED
CIK 0000920440
$6.0M
AUM
1
positions
4
filings
latest Q1 2026
Wahed Invest LLC
TRACKED
CIK 0001763146
—
AUM
—
positions
4
filings
latest Q1 2026
Wakefield Asset Management LLLP
TRACKED
CIK 0001600435
$377.4M
AUM
211
positions
4
filings
latest Q1 2026
Wallace Capital Management Inc.
TRACKED
CIK 0001459754
$870.8M
AUM
75
positions
4
filings
latest Q1 2026
Wallace Hart LLC
TRACKED
CIK 0002018963
$72.6M
AUM
34
positions
4
filings
latest Q1 2026
Walleye Capital LLC
TRACKED
CIK 0001758720
$24.05B
AUM
1,911
positions
3
filings
latest Q1 2026
Wall Street Financial Group, Inc.
TRACKED
CIK 0002019337
$168.9M
AUM
667
positions
4
filings
latest Q1 2026
Walmart Inc. (WMT)
TRACKED
CIK 0000104169
$840.4M
AUM
3
positions
3
filings
latest Q1 2026
Walnut Level Capital LLC
TRACKED
CIK 0001803088
—
AUM
—
positions
4
filings
latest Q1 2026
Walsh & Associates, LLC
TRACKED
CIK 0002135144
—
AUM
—
positions
2
filings
latest Q1 2026
Walsky Investment Management, Inc.
TRACKED
CIK 0002110046
—
AUM
—
positions
2
filings
latest Q1 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
TRACKED
CIK 0000752365
—
AUM
—
positions
4
filings
latest Q1 2026
Waratah Capital Advisors Ltd.
TRACKED
CIK 0001539919
$2.63B
AUM
117
positions
4
filings
latest Q1 2026
Warberg Asset Management LLC
TRACKED
CIK 0001597506
$599.6M
AUM
192
positions
4
filings
latest Q1 2026
WARBURG PINCUS LLC
TRACKED
CIK 0001162870
$343.5M
AUM
3
positions
4
filings
latest Q1 2026
Warther Private Wealth, LLC
TRACKED
CIK 0001954551
$426.5M
AUM
40
positions
4
filings
latest Q1 2026
Warwick Investment Management, Inc.
TRACKED
CIK 0001931041
$690.1M
AUM
137
positions
4
filings
latest Q1 2026
WASHINGTON TRUST BANK
TRACKED
CIK 0000861787
$1.36B
AUM
207
positions
4
filings
latest Q1 2026
WASHINGTON UNIVERSITY
TRACKED
CIK 0000903603
$160.2M
AUM
2
positions
4
filings
latest Q1 2026
Wasserstein Management, L.P.
TRACKED
CIK 0001751492
$188.8M
AUM
4
positions
4
filings
latest Q1 2026
Watchtower Advisors, LP
TRACKED
CIK 0001807092
$141.0M
AUM
12
positions
4
filings
latest Q1 2026
Waterfall Asset Management, LLC
TRACKED
CIK 0001570717
$178.8M
AUM
20
positions
4
filings
latest Q1 2026
Waterford Advisors, LLC
TRACKED
CIK 0001960657
—
AUM
—
positions
4
filings
latest Q1 2026
Waterfront Capital Partners, LLC
TRACKED
CIK 0001595077
—
AUM
1
positions
4
filings
latest Q1 2026
WATER ISLAND CAPITAL LLC
TRACKED
CIK 0001222765
$895.6M
AUM
98
positions
4
filings
latest Q1 2026
Waterloo Capital, L.P.
TRACKED
CIK 0001730942
$1.42B
AUM
481
positions
4
filings
latest Q1 2026
Watershed Asset Management, L.L.C.
TRACKED
CIK 0001315926
$96.5M
AUM
118
positions
4
filings
latest Q1 2026
Waverly Advisors, LLC
TRACKED
CIK 0001568787
$13.40B
AUM
1,614
positions
4
filings
latest Q1 2026
WAYCROSS PARTNERS, LLC
TRACKED
CIK 0001844873
—
AUM
—
positions
4
filings
latest Q1 2026
Wayfinding Financial, LLC
TRACKED
CIK 0001898131
$230,306
AUM
157
positions
4
filings
latest Q1 2026
WBI INVESTMENTS, LLC
TRACKED
CIK 0001397424
$362.4M
AUM
275
positions
4
filings
latest Q1 2026
WCG Wealth Advisors LLC
TRACKED
CIK 0001855713
—
AUM
—
positions
4
filings
latest Q1 2026
WCM INVESTMENT MANAGEMENT, LLC
TRACKED
CIK 0001061186
$43.81B
AUM
263
positions
4
filings
latest Q1 2026
WD Thunder CV Ultimate GP LLC
TRACKED
CIK 0002051763
$90.3M
AUM
1
positions
2
filings
latest Q1 2026
Wealth Advisors of Iowa, LLC
TRACKED
CIK 0001803005
$323.2M
AUM
87
positions
4
filings
latest Q1 2026
Wealth Advisors of Tampa Bay, LLC
TRACKED
CIK 0001715228
—
AUM
—
positions
4
filings
latest Q1 2026
WEALTH ALLIANCE, LLC
TRACKED
CIK 0001793904
$1.01B
AUM
548
positions
4
filings
latest Q1 2026
Wealth Analytics Partners, LLC
TRACKED
CIK 0002110717
$246.0M
AUM
46
positions
2
filings
latest Q1 2026
Wealth Architects, LLC
TRACKED
CIK 0001611518
—
AUM
—
positions
4
filings
latest Q1 2026
WealthCollab, LLC
TRACKED
CIK 0002017870
—
AUM
—
positions
4
filings
latest Q1 2026
Wealth Dimensions Group, Ltd.
TRACKED
CIK 0001846462
—
AUM
—
positions
4
filings
latest Q1 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC
TRACKED
CIK 0002058455
$272.2M
AUM
141
positions
4
filings
latest Q1 2026
Wealth Management Associates, Inc.
TRACKED
CIK 0002067339
$289.6M
AUM
234
positions
4
filings
latest Q1 2026
Wealth Management Nebraska
TRACKED
CIK 0002042783
$987.3M
AUM
100
positions
4
filings
latest Q1 2026
Wealth Management Strategies, Inc.
TRACKED
CIK 0002057285
—
AUM
—
positions
4
filings
latest Q1 2026
Wealth Preservation Advisors, LLC
TRACKED
CIK 0001968434
$120.4M
AUM
1,035
positions
4
filings
latest Q1 2026
Wealthquest Corp
TRACKED
CIK 0001632968
—
AUM
—
positions
4
filings
latest Q1 2026
Wealthspire Retirement, LLC
TRACKED
CIK 0002040084
$1.67B
AUM
310
positions
3
filings
latest Q1 2026
WealthTrak Capital Management LLC
TRACKED
CIK 0002052710
$140.0M
AUM
80
positions
4
filings
latest Q1 2026

WADDELL & ASSOCIATES, LLC
TRACKED
CIK 0001776757
—
AUM
—
positions
4
filings
latest Q1 2026
WAFRA INC.
TRACKED
CIK 0000920440
$6.0M
AUM
1
positions
4
filings
latest Q1 2026
Wahed Invest LLC
TRACKED
CIK 0001763146
—
AUM
—
positions
4
filings
latest Q1 2026
Wakefield Asset Management LLLP
TRACKED
CIK 0001600435
$377.4M
AUM
211
positions
4
filings
latest Q1 2026
Wallace Capital Management Inc.
TRACKED
CIK 0001459754
$870.8M
AUM
75
positions
4
filings
latest Q1 2026
Wallace Hart LLC
TRACKED
CIK 0002018963
$72.6M
AUM
34
positions
4
filings
latest Q1 2026
Walleye Capital LLC
TRACKED
CIK 0001758720
$24.05B
AUM
1,911
positions
3
filings
latest Q1 2026
Wall Street Financial Group, Inc.
TRACKED
CIK 0002019337
$168.9M
AUM
667
positions
4
filings
latest Q1 2026
Walmart Inc. (WMT)
TRACKED
CIK 0000104169
$840.4M
AUM
3
positions
3
filings
latest Q1 2026
Walnut Level Capital LLC
TRACKED
CIK 0001803088
—
AUM
—
positions
4
filings
latest Q1 2026
Walsh & Associates, LLC
TRACKED
CIK 0002135144
—
AUM
—
positions
2
filings
latest Q1 2026
Walsky Investment Management, Inc.
TRACKED
CIK 0002110046
—
AUM
—
positions
2
filings
latest Q1 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
TRACKED
CIK 0000752365
—
AUM
—
positions
4
filings
latest Q1 2026
Waratah Capital Advisors Ltd.
TRACKED
CIK 0001539919
$2.63B
AUM
117
positions
4
filings
latest Q1 2026
Warberg Asset Management LLC
TRACKED
CIK 0001597506
$599.6M
AUM
192
positions
4
filings
latest Q1 2026
WARBURG PINCUS LLC
TRACKED
CIK 0001162870
$343.5M
AUM
3
positions
4
filings
latest Q1 2026
Warther Private Wealth, LLC
TRACKED
CIK 0001954551
$426.5M
AUM
40
positions
4
filings
latest Q1 2026
Warwick Investment Management, Inc.
TRACKED
CIK 0001931041
$690.1M
AUM
137
positions
4
filings
latest Q1 2026
WASHINGTON TRUST BANK
TRACKED
CIK 0000861787
$1.36B
AUM
207
positions
4
filings
latest Q1 2026
WASHINGTON UNIVERSITY
TRACKED
CIK 0000903603
$160.2M
AUM
2
positions
4
filings
latest Q1 2026
Wasserstein Management, L.P.
TRACKED
CIK 0001751492
$188.8M
AUM
4
positions
4
filings
latest Q1 2026
Watchtower Advisors, LP
TRACKED
CIK 0001807092
$141.0M
AUM
12
positions
4
filings
latest Q1 2026
Waterfall Asset Management, LLC
TRACKED
CIK 0001570717
$178.8M
AUM
20
positions
4
filings
latest Q1 2026
Waterford Advisors, LLC
TRACKED
CIK 0001960657
—
AUM
—
positions
4
filings
latest Q1 2026
Waterfront Capital Partners, LLC
TRACKED
CIK 0001595077
—
AUM
1
positions
4
filings
latest Q1 2026
WATER ISLAND CAPITAL LLC
TRACKED
CIK 0001222765
$895.6M
AUM
98
positions
4
filings
latest Q1 2026
Waterloo Capital, L.P.
TRACKED
CIK 0001730942
$1.42B
AUM
481
positions
4
filings
latest Q1 2026
Watershed Asset Management, L.L.C.
TRACKED
CIK 0001315926
$96.5M
AUM
118
positions
4
filings
latest Q1 2026
Waverly Advisors, LLC
TRACKED
CIK 0001568787
$13.40B
AUM
1,614
positions
4
filings
latest Q1 2026
WAYCROSS PARTNERS, LLC
TRACKED
CIK 0001844873
—
AUM
—
positions
4
filings
latest Q1 2026
Wayfinding Financial, LLC
TRACKED
CIK 0001898131
$230,306
AUM
157
positions
4
filings
latest Q1 2026
WBI INVESTMENTS, LLC
TRACKED
CIK 0001397424
$362.4M
AUM
275
positions
4
filings
latest Q1 2026
WCG Wealth Advisors LLC
TRACKED
CIK 0001855713
—
AUM
—
positions
4
filings
latest Q1 2026
WCM INVESTMENT MANAGEMENT, LLC
TRACKED
CIK 0001061186
$43.81B
AUM
263
positions
4
filings
latest Q1 2026
WD Thunder CV Ultimate GP LLC
TRACKED
CIK 0002051763
$90.3M
AUM
1
positions
2
filings
latest Q1 2026
Wealth Advisors of Iowa, LLC
TRACKED
CIK 0001803005
$323.2M
AUM
87
positions
4
filings
latest Q1 2026
Wealth Advisors of Tampa Bay, LLC
TRACKED
CIK 0001715228
—
AUM
—
positions
4
filings
latest Q1 2026
WEALTH ALLIANCE, LLC
TRACKED
CIK 0001793904
$1.01B
AUM
548
positions
4
filings
latest Q1 2026
Wealth Analytics Partners, LLC
TRACKED
CIK 0002110717
$246.0M
AUM
46
positions
2
filings
latest Q1 2026
Wealth Architects, LLC
TRACKED
CIK 0001611518
—
AUM
—
positions
4
filings
latest Q1 2026
WealthCollab, LLC
TRACKED
CIK 0002017870
—
AUM
—
positions
4
filings
latest Q1 2026
Wealth Dimensions Group, Ltd.
TRACKED
CIK 0001846462
—
AUM
—
positions
4
filings
latest Q1 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC
TRACKED
CIK 0002058455
$272.2M
AUM
141
positions
4
filings
latest Q1 2026
Wealth Management Associates, Inc.
TRACKED
CIK 0002067339
$289.6M
AUM
234
positions
4
filings
latest Q1 2026
Wealth Management Nebraska
TRACKED
CIK 0002042783
$987.3M
AUM
100
positions
4
filings
latest Q1 2026
Wealth Management Strategies, Inc.
TRACKED
CIK 0002057285
—
AUM
—
positions
4
filings
latest Q1 2026
Wealth Preservation Advisors, LLC
TRACKED
CIK 0001968434
$120.4M
AUM
1,035
positions
4
filings
latest Q1 2026
Wealthquest Corp
TRACKED
CIK 0001632968
—
AUM
—
positions
4
filings
latest Q1 2026
Wealthspire Retirement, LLC
TRACKED
CIK 0002040084
$1.67B
AUM
310
positions
3
filings
latest Q1 2026
WealthTrak Capital Management LLC
TRACKED
CIK 0002052710
$140.0M
AUM
80
positions
4
filings
latest Q1 2026

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