CUSIP: 95766R104 | US | Financial Services · Asset Management | Small Cap | 393 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,126,001 | $8.9M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 259,579 | $2.0M | 0.1% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 230,000 | $1.8M | 0.7% | Value | Medium | Portland, OR | 2026-10-29 | |
| 192,584 | $1.5M | 0.9% | Core | Low | Calabasas, CA | 2026-10-22 | |
| 159,048 | $1.3M | 0.3% | Value | Medium | Englewood, CO | 2026-11-05 | |
| 156,664 | $1.2M | 1.3% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 133,850 | $1.1M | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 112,390 | $884.5K | 0.1% | Yield | High | Chicago, IL | 2026-11-05 | |
| 110,577 | $870.2K | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 97,961 | $771.0K | 0.1% | Deep Value | Very Low | Ny, NY | 2026-10-23 | |
| 75,200 | $591.8K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 43,286 | $340.7K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 37,200 | $292.8K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 35,118 | $276.4K | 0.2% | Growth | Medium | Golden, CO | 2026-10-19 | |
| 28,191 | $223.6K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 24,757 | $194.8K | 0.0% | Core | Low | Birmingham, AL | 2026-11-05 | |
| 15,987 | $125.8K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 15,945 | $125.5K | 0.1% | ETF | Very Low | St. Cloud, MN | 2026-10-22 | |
| 14,853 | $117 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 14,154 | $111.4K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 12,821 | $100.9K | 0.0% | Growth | Low | Scottsdale, AZ | 2026-11-03 | |
| 12,000 | $94.4K | 0.1% | Yield | Very Low | Stockton, CA | 2026-10-09 | |
| 10,692 | $84.1K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 10,201 | $80 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 6,924 | $54.5K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 6,774 | $53.3K | 0.0% | Deep Value | Medium | Bellevue, WA | 2026-10-30 | |
| 6,658 | $52.4K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 5,313 | $41.8K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 2,364 | $18.6K | 0.0% | Growth | Very Low | Miami, FL | 2026-11-04 | |
| 1,250 | $9.8K | 0.0% | Core | Low | Greenville, SC | 2026-10-28 | |
| 708 | $5.6K | 0.0% | ETF | Low | West Chester, PA | 2026-11-02 | |
| 500 | $3.9K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 250 | $2.0K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 75 | $591 | 0.0% | Core | Low | Irvine, CA | 2026-10-30 |