CUSIP: 95766J102 | US | Financial Services · Asset Management | Small Cap | 372 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 696,232 | $2.5M | 1.6% | Yield | Medium | New York, NY | 2026-10-29 | |
| 387,800 | $1.4M | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 352,768 | $1.2M | 0.4% | Yield | High | Arlington, VA | 2026-10-14 | |
| 173,424 | $612.2K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 141,870 | $500.8K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 111,446 | $393.4K | 0.2% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 76,233 | $269.1K | 0.1% | Core | Low | Sioux Falls, SD | 2026-10-13 | |
| 60,614 | $214.0K | 0.2% | ETF | Very Low | Cedar Rapids, IA | 2026-10-30 | |
| 51,164 | $180.6K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 49,000 | $173.0K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 40,435 | $142.7K | 0.0% | Growth | Medium | Dallas, TX | 2026-10-20 | |
| 39,750 | $140.3K | 0.1% | Core | Low | Los Angeles, CA | 2026-10-23 | |
| 38,981 | $137.6K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 28,912 | $102.1K | 0.0% | ETF | Medium | Parsippany, NJ | 2026-10-07 | |
| 28,568 | $95.4K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 22,800 | $80.5K | 0.0% | Growth | Low | Bethesda, MD | 2026-11-03 | |
| 18,873 | $66.6K | 0.0% | ETF | Low | Huntington, NY | 2026-10-23 | |
| 18,291 | $64.6K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 18,212 | $64.3K | 0.0% | Growth | Medium | St. Louis, MO | 2026-10-22 | |
| 16,836 | $59.4K | 0.0% | Growth | Low | Garden City, NY | 2026-10-28 | |
| 16,645 | $58.8K | 0.0% | ETF | Low | Scottsdale, AZ | 2026-10-29 | |
| 12,599 | $44.5K | 0.0% | Growth | Low | Austin, TX | 2026-11-06 | |
| 11,979 | $42 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 11,582 | $40.9K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 11,000 | $38.8K | 0.0% | ETF | Medium | Rochester, NY | 2026-10-26 | |
| 10,307 | $36.2K | 0.0% | ETF | Very Low | Lake Success, NY | 2026-10-09 | |
| 2,625 | $9.3K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 2,548 | $9.0K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 2,151 | $7.6K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 2,056 | $7.3K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 2,000 | $7.1K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 1,007 | $3.6K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 1,000 | $3.5K | 0.0% | ETF | Medium | Minden, LA | 2026-10-13 | |
| 875 | $3.1K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 650 | $2.3K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 152 | $538 | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 |