CUSIP: 94987D101 | US | Financial Services · Asset Management | Micro Cap | 280 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 397,685 | $3.4M | 1.1% | Yield | High | Arlington, VA | 2026-10-14 | |
| 192,519 | $1.6M | 0.8% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 164,170 | $1.4M | 0.8% | Core | Low | Kingston, NJ | 2026-10-06 | |
| 146,067 | $1.2M | 0.0% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 98,569 | $839.8K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 77,000 | $656.0K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 75,598 | $644.1K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 66,128 | $563.4K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 61,031 | $520.0K | 0.3% | Core | Very Low | Omaha, NE | 2026-10-28 | |
| 39,566 | $337.1K | 0.4% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 36,325 | $309.5K | 0.1% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 33,845 | $288 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 29,153 | $248.4K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 28,000 | $240.6K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 27,264 | $231.7K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 18,648 | $158.9K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 18,464 | $157.7K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 13,429 | $114.4K | 0.0% | ETF | High | Danville, CA | 2026-10-16 | |
| 13,045 | $111.1K | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 12,500 | $106.5K | 0.0% | ETF | Very Low | Monterey, CA | 2026-10-14 | |
| 11,073 | $102.0K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 1,600 | $13 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 1,200 | $10.2K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 641 | $5.5K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 602 | $5.1K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 400 | $3.4K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 205 | $1.7K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 131 | $1.1K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 105 | $895 | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 100 | $852 | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 2 | $18 | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 |