CUSIP: 95766M105 | US | Financial Services · Asset Management | Small Cap | 393 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 768,088 | $6.9M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 403,471 | $3.6M | 0.2% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 283,637 | $2.5M | 1.2% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 262,196 | $2.3M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 136,663 | $1.2K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 126,137 | $1.1M | 0.4% | GARP | N/A | Wadsworth, OH | 2026-10-15 | |
| 117,451 | $1.0M | 0.2% | Value | Medium | Englewood, CO | 2026-11-05 | |
| 89,025 | $795.0K | 0.4% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 77,220 | $689.6K | 0.1% | ETF | Low | Dallas, TX | 2026-10-30 | |
| 71,411 | $668.4K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 54,680 | $488.3K | 0.5% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 50,165 | $448.0K | 0.0% | ETF | Very Low | Sioux Falls, SD | 2026-10-13 | |
| 50,000 | $446.5K | 0.1% | Growth | Low | Mishawaka, IN | 2026-10-22 | |
| 47,653 | $425.5K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 47,246 | $421.9K | 0.0% | ETF | Low | San Antonio, TX | 2026-10-08 | |
| 43,124 | $386.0K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 41,682 | $372.2K | 0.0% | Core | Low | Concord, NH | 2026-10-21 | |
| 39,604 | $353.7K | 0.2% | Yield | Low | Athens, GA | 2026-11-06 | |
| 39,408 | $352 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 38,036 | $339.7K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 31,754 | $283.6K | 0.1% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 29,450 | $263.0K | 0.1% | ETF | Very Low | Henderson, NV | 2026-10-14 | |
| 28,830 | $257.5K | 0.0% | Core | Medium | Scottsdale, AZ | 2026-11-03 | |
| 28,669 | $256.0K | 0.0% | ETF | Low | Alpharetta, GA | 2026-11-06 | |
| 24,832 | $221.8K | 0.1% | ETF | Very Low | St. Cloud, MN | 2026-10-22 | |
| 24,707 | $220.6K | 0.2% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 23,498 | $209.8K | 0.0% | Core | Low | Hurst, TX | 2026-10-26 | |
| 21,781 | $194.5K | 0.0% | Core | Low | Naples, FL | 2026-10-29 | |
| 21,180 | $189.1K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 21,027 | $187.8K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 20,418 | $182.3K | 0.0% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 20,000 | $178.6K | 0.1% | Growth | Low | Marion, MA | 2026-10-19 | |
| 19,858 | $177.3K | 0.0% | Core | Medium | Montreal, Austria | 2026-11-06 | |
| 19,854 | $177.3K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 19,792 | $176.7K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 19,603 | $175.1K | 0.1% | ETF | Medium | Scottsdale, AZ | 2026-11-02 | |
| 19,092 | $170.5K | 0.0% | ETF | Medium | Birmingham, AL | 2026-11-03 | |
| 17,900 | $159.8K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 15,000 | $134.0K | 0.1% | Core | Low | Calabasas, CA | 2026-10-22 | |
| 14,067 | $125.6K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 13,968 | $124.7K | 0.0% | Growth | Low | Burlingame, CA | 2026-11-05 | |
| 13,449 | $120.1K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 12,097 | $108.0K | 0.0% | ETF | Low | Williston, VT | 2026-10-21 | |
| 11,700 | $104.5K | 0.0% | Core | Low | Boston, MA | 2026-11-06 | |
| 11,685 | $104.4K | 0.0% | Core | Medium | Denver, CO | 2026-11-06 | |
| 11,371 | $101.5K | 0.0% | ETF | Low | Colorado Springs, CO | 2026-10-20 | |
| 10,835 | $96.8K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 10,063 | $89.9K | 0.0% | ETF | Low | Houston, TX | 2026-10-08 | |
| 7,765 | $69.3K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 6,000 | $53.6K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 5,167 | $46.1K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 2,525 | $22.5K | 0.0% | Growth | Low | Owensboro, KY | 2026-10-26 | |
| 2,213 | $19.8K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 2,183 | $19.5K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 1,626 | $14.5K | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 350 | $3.1K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 100 | $893 | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 8 | $71 | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |