List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
7851 | WASATCH ADVISORS LP | 2025Q1 | 234 | $17.92B |
7852 | WASHBURN CAPITAL MANAGEMENT INC. | 2025Q1 | 50 | $152.08M |
7853 | WASHINGTON CAPITAL MANAGEMENT INC | 2025Q1 | 103 | $112.22M |
7854 | WASHINGTON GROWTH STRATEGIES LLC | 2025Q1 | 43 | $111.61K |
7855 | Washington Harbour Partners LP | 2025Q1 | 24 | $35.09M |
7856 | WASHINGTON STATE INVESTMENT BOARD | 2025Q1 | 2 | $260.41M |
7857 | Washington Trust Advisors Inc. | 2025Q1 | 639 | $1.13B |
7858 | Washington Trust Bank | 2025Q1 | 200 | $997.34M |
7859 | WASHINGTON TRUST Co | 2025Q1 | 751 | $2.6B |
7860 | WASHINGTON UNIVERSITY | 2025Q1 | 2 | $110.83M |
7861 | Wasserstein Debt Opportunities Management L.P. | 2025Q1 | 1 | $71.47M |
7862 | Watchman Group Inc. | 2025Q1 | 74 | $314.9M |
7863 | Watchtower Advisors LP | 2025Q1 | 15 | $137.78M |
7864 | WATER ISLAND CAPITAL LLC | 2025Q1 | 49 | $526.63M |
7865 | Waterfall Asset Management LLC | 2025Q1 | 4 | $28.07M |
7866 | Waterford Advisors LLC | 2025Q1 | 47 | $202.68M |
7867 | Waterfront Capital Partners LLC | 2025Q1 | 34 | $584.07M |
7868 | Waterfront Wealth Inc. | 2025Q1 | 255 | $407.87M |
7869 | Waterloo Capital L.P. | 2025Q1 | 380 | $1.02B |
7870 | WATERS PARKERSON & CO. LLC | 2025Q1 | 181 | $1.87B |
7871 | WATERSHED PRIVATE WEALTH LLC | 2025Q1 | 108 | $242.12M |
7872 | Waterway Wealth Management LLC | 2025Q1 | 78 | $239.96M |
7873 | Watts Gwilliam & Co. LLC | 2025Q1 | 200 | $453.85M |
7874 | Waverly Advisors LLC | 2025Q1 | 1073 | $7.94B |
7875 | Waverton Investment Management Ltd | 2025Q1 | 102 | $6.46B |
7876 | Waycross Investment Management Co | 2025Q1 | 38 | $88.68M |
7877 | WAYCROSS PARTNERS LLC | 2025Q1 | 62 | $890.1M |
7878 | Wayfinding Financial LLC | 2025Q1 | 741 | $228.25M |
7879 | waypoint wealth counsel | 2025Q1 | 117 | $157.41M |
7880 | Waypoint Wealth Partners Inc. | 2025Q1 | 67 | $360.54M |
7881 | WBH ADVISORY INC | 2025Q1 | 311 | $1.01B |
7882 | WBI INVESTMENTS LLC | 2025Q1 | 221 | $373.59M |
7883 | WCG Wealth Advisors LLC | 2025Q1 | 277 | $1.26B |
7884 | WCM INVESTMENT MANAGEMENT LLC | 2025Q1 | 278 | $38.91B |
7885 | WD RUTHERFORD LLC | 2025Q1 | 73 | $187.86M |
7886 | Wealth Advisors Northwest LLC | 2025Q1 | 55 | $157.85M |
7887 | Wealth Advisors of Iowa LLC | 2025Q1 | 69 | $226.26M |
7888 | Wealth Advisors of Tampa Bay LLC | 2025Q1 | 150 | $246.01M |
7889 | Wealth Advisory Solutions LLC | 2025Q1 | 128 | $371.8M |
7890 | Wealth Alliance Advisory Group LLC | 2025Q1 | 191 | $408.42M |
7891 | WEALTH ALLIANCE LLC | 2025Q1 | 506 | $797.1M |
7892 | Wealth Architects LLC | 2025Q1 | 225 | $839.76M |
7893 | Wealth Dimensions Group Ltd. | 2025Q1 | 157 | $397.13M |
7894 | WEALTH EFFECTS LLC | 2025Q1 | 195 | $236.76M |
7895 | WEALTH ENHANCEMENT ADVISORY SERVICES LLC | 2025Q1 | 2826 | $50.41B |
7896 | Wealth Forward LLC | 2025Q1 | 28 | $117.99M |
7897 | Wealth Group Ltd | 2025Q1 | 66 | $341.31M |
7898 | Wealth Group Ltd. | 2025Q1 | 153 | $152.38M |
7899 | Wealth High Governance Capital Ltda | 2025Q1 | 25 | $146.95M |
7900 | Wealth Management Associates Inc. | 2025Q1 | 209 | $220.32M |