CUSIP: 94987E109 | US | Financial Services · Asset Management | Micro Cap | 133 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 89,324 | $925.4K | 0.1% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 66,161 | $690.9K | 0.2% | Yield | High | Arlington, VA | 2026-10-14 | |
| 39,843 | $412.8K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 27,363 | $283.5K | 0.0% | Core | Low | Dallas, TX | 2026-11-06 | |
| 18,449 | $191 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 15,190 | $157.4K | 0.1% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 8,033 | $83.2K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 4,590 | $47.6K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 4,117 | $42.7K | 0.0% | Core | Low | Charleston, WV | 2026-10-19 | |
| 1,067 | $11.1K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 500 | $5.1K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 400 | $4 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 250 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 200 | $2.1K | 0.0% | Value | Medium | Denver, CO | 2026-10-28 | |
| 9 | $93 | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |