CUSIP: 95766K109 | US | Financial Services · Asset Management | Small Cap | 479 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 2,181,217 | $7.1M | 0.1% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 998,581 | $3.3M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 985,715 | $3.2M | 1.5% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 556,735 | $1.8K | 0.0% | Core | Medium | Minneapolis, MN | 2026-11-05 | |
| 409,298 | $1.3M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 392,201 | $1.3M | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 319,464 | $1.0M | 0.3% | Yield | High | Arlington, VA | 2026-10-14 | |
| 307,371 | $1.0M | 0.1% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 291,400 | $950.0K | 0.2% | Core | Low | Auburn, IN | 2026-10-27 | |
| 277,095 | $903.3K | 0.0% | ETF | Low | Birmingham, AL | 2026-11-03 | |
| 230,225 | $757.4K | 0.1% | ETF | High | Westwood, NJ | 2026-11-06 | |
| 205,384 | $669.6K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 160,074 | $522 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 89,333 | $291.2K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 78,950 | $257.4K | 0.1% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 72,159 | $235.2K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 56,753 | $185.0K | 0.0% | Core | Medium | Tampa, FL | 2026-10-16 | |
| 52,631 | $171.6K | 0.0% | Core | Low | Sioux Falls, SD | 2026-10-13 | |
| 50,985 | $166.2K | 0.0% | ETF | Low | Highland Park, IL | 2026-10-29 | |
| 44,892 | $146.3K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 35,595 | $116.0K | 0.1% | ETF | Very Low | St. Cloud, MN | 2026-10-22 | |
| 34,662 | $113.0K | 0.0% | ETF | Low | Englewood, CO | 2026-11-09 | |
| 34,375 | $112.1K | 0.0% | ETF | Low | Cleveland, OH | 2026-11-06 | |
| 31,100 | $101.4K | 0.0% | Growth | Low | Middleburg, VA | 2026-10-23 | |
| 30,659 | $99.9K | 0.0% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 28,983 | $94.5K | 0.0% | ETF | Low | Alpharetta, GA | 2026-11-06 | |
| 26,327 | $85.8K | 0.0% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 25,272 | $85.2K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 25,129 | $82 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 25,000 | $81.5K | 0.1% | Momentum | Low | Southlake, TX | 2026-11-05 | |
| 24,952 | $81.3K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 23,594 | $76.9K | 0.0% | Growth | Low | Cincinnati, OH | 2026-11-05 | |
| 22,060 | $71.7K | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-30 | |
| 20,736 | $67.6K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 20,508 | $66.9K | 0.0% | Core | Low | Montreal, Austria | 2026-11-06 | |
| 18,300 | $59.7K | 0.0% | ETF | Low | Mcdonough, GA | 2026-10-13 | |
| 17,300 | $56.4K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 15,466 | $50.4K | 0.0% | Core | Medium | Oklahoma City, OK | 2026-10-19 | |
| 15,062 | $49.1K | 0.0% | Value | Medium | Bellevue, WA | 2026-10-23 | |
| 14,696 | $47.9K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 14,402 | $47.0K | 0.0% | Growth | Low | Burlingame, CA | 2026-11-05 | |
| 14,070 | $45.9K | 0.0% | ETF | Very Low | Fullerton, CA | 2026-10-09 | |
| 12,275 | $40.0K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 11,989 | $39.1K | 0.0% | ETF | Low | Memphis, TN | 2026-10-13 | |
| 10,148 | $33 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 8,900 | $29.0K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 8,000 | $26.1K | 0.0% | Core | Low | Minneapolis, MN | 2026-11-05 | |
| 5,972 | $19.5K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 4,683 | $15.3K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 4,498 | $22.1K | 0.0% | Core | Low | Charlotte, NC | 2026-11-10 | |
| 4,295 | $14.0K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 2,602 | $8.5K | 0.0% | Growth | Low | Denver, CO | 2026-10-09 | |
| 1,700 | $5.5K | 0.0% | Core | Very Low | Beatrice, NE | 2026-10-21 | |
| 1,094 | $3.6K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 750 | $2.4K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 585 | $1.9K | 0.0% | Core | Low | Greenville, SC | 2026-10-28 | |
| 486 | $1.8K | 0.0% | ETF | Low | Folsom, CA | 2026-11-06 | |
| 482 | $2 | 0.0% | ETF | Very Low | Needham, MA | 2026-11-05 | |
| 170 | $554 | 0.0% | Core | Very Low | Spartanburg, SC | 2026-10-30 | |
| 7 | $23 | 0.0% | Core | Low | Seattle, WA | 2026-11-06 |