CUSIP: 95766T100 | US | Financial Services · Asset Management | Micro Cap | 130 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 178,920 | $2.1M | 0.1% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 131,497 | $1.5M | 0.0% | Core | Medium | Montreal, Austria | 2026-11-06 | |
| 110,826 | $1.3M | 0.1% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 87,616 | $1.0M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 86,517 | $992.3K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 39,528 | $453.4K | 0.0% | Core | Low | Naples, FL | 2026-10-29 | |
| 30,326 | $347.8K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 19,043 | $218.4K | 0.1% | Yield | Low | Eugene, OR | 2026-10-07 | |
| 17,563 | $201.4K | 0.1% | Core | Low | Atlanta, GA | 2026-11-02 | |
| 16,292 | $186.9K | 0.0% | Core | Very Low | Rocky Mount, NC | 2026-10-15 | |
| 10,651 | $122.2K | 0.0% | Core | Very Low | Pasadena, CA | 2026-11-05 | |
| 10,000 | $114.7K | 0.0% | Yield | Medium | New Canaan, CT | 2026-10-13 | |
| 2,450 | $28.1K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 1,925 | $22.1K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 1,501 | $17.2K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 |