List of institutional investors who are active in the last 9 months.
# | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
7951 | Winthrop Advisory Group LLC | 2025Q1 | 152 | $822.02M |
7952 | Winthrop Capital Management LLC | 2024Q4 | 322 | $373.26M |
7953 | WINTON GROUP Ltd | 2024Q4 | 594 | $1.51B |
7954 | WINTRUST INVESTMENTS LLC | 2024Q4 | 411 | $111.27M |
7955 | WISCONSIN CAPITAL MANAGEMENT LLC | 2024Q4 | 46 | $181.67M |
7956 | Wise Wealth Partners | 2025Q1 | 46 | $37.07M |
7957 | Wiser Advisor Group LLC | 2024Q4 | 268 | $68.75M |
7958 | Wiser Wealth Management Inc | 2025Q1 | 45 | $258.32M |
7959 | Wishbone Management LP | 2024Q4 | 4 | $210.5M |
7960 | WIT LLC | 2024Q4 | 11 | $2.99B |
7961 | WIT Partners Advisory Pte. Ltd. | 2025Q1 | 1 | $302.91M |
7962 | Wittenberg Investment Management, Inc. | 2024Q4 | 73 | $254.52M |
7963 | WJ Interests LLC | 2025Q1 | 21 | $210.66M |
7964 | WJ Wealth Management LLC | 2025Q1 | 75 | $261.26M |
7965 | WMG Financial Advisors LLC | 2024Q4 | 167 | $229.46M |
7966 | WMS Partners LLC | 2024Q4 | 288 | $1.69B |
7967 | WNY Asset Management LLC | 2024Q4 | 208 | $777.11M |
7968 | Wolf Group Capital Advisors | 2025Q1 | 163 | $288.31M |
7969 | Wolf Hill Capital Management, LP | 2024Q4 | 32 | $1.24B |
7970 | Wolff Financial Management LLC | 2025Q1 | 93 | $336.29M |
7971 | WOLFF WIESE MAGANA LLC | 2025Q1 | 980 | $146.65M |
7972 | Wolfstich Capital LLC | 2024Q4 | 21 | $97.79M |
7973 | Wolfswood Holdings LLC | 2024Q4 | 1 | $3.41M |
7974 | WOLVERINE ASSET MANAGEMENT LLC | 2024Q4 | 721 | $1.29B |
7975 | WOLVERINE TRADING LLC | 2024Q4 | 1472 | $4.42B |
7976 | Wood Tarver Financial Group LLC | 2024Q4 | 572 | $283.14M |
7977 | WOODARD & CO ASSET MANAGEMENT GROUP INC | 2024Q4 | 123 | $463.59M |
7978 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2024Q4 | 97 | $2.01B |
7979 | Woodline Partners LP | 2024Q4 | 915 | $14.77B |
7980 | WOODMONT INVESTMENT COUNSEL LLC | 2025Q1 | 261 | $1.3B |
7981 | Woodson Capital Management LP | 2024Q4 | 28 | $527.96M |
7982 | WOODSTOCK CORP | 2025Q1 | 153 | $1.01B |
7983 | WoodTrust Financial Corp | 2025Q1 | 163 | $713.95M |
7984 | WOODWARD DIVERSIFIED CAPITAL LLC | 2024Q4 | 127 | $134.53M |
7985 | WOOSTER CORTHELL WEALTH MANAGEMENT INC. | 2024Q4 | 45 | $425.39M |
7986 | Working Capital Advisors (UK) Ltd. | 2024Q4 | 3 | $174.86M |
7987 | WORLD EQUITY GROUP INC. | 2025Q1 | 291 | $346.18M |
7988 | World Investment Advisors | 2024Q4 | 959 | $3.5B |
7989 | WORLDLY PARTNERS MANAGEMENT LLC | 2024Q4 | 3 | $191.13M |
7990 | WORLDQUANT MILLENNIUM ADVISORS LLC | 2024Q4 | 431 | $15.42B |
7991 | WORMSER FRERES GESTION | 2024Q4 | 48 | $168.21M |
7992 | Worth Asset Management LLC | 2025Q1 | 135 | $183.1M |
7993 | Worth Financial Advisory Group LLC | 2025Q1 | 155 | $155.9M |
7994 | Worth Venture Partners LLC | 2024Q4 | 33 | $10.14M |
7995 | WorthPointe LLC | 2024Q4 | 88 | $240.31M |
7996 | WP Advisors LLC | 2024Q4 | 104 | $300.16M |
7997 | WPWealth LLP | 2024Q4 | 88 | $488.26M |
7998 | WR Wealth Planners LLC | 2024Q4 | 1104 | $311.03M |
7999 | WRAPMANAGER INC | 2024Q4 | 215 | $368.28M |
8000 | Wrenne Financial Planning LLC | 2024Q4 | 40 | $173.41M |