CUSIP: 95790B109 | US | Financial Services · Asset Management | Micro Cap | 184 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 190,000 | $1.8M | 0.7% | Value | Medium | Portland, OR | 2026-10-29 | |
| 152,218 | $1.4M | 0.0% | Core | Low | Sylvania, OH | 2026-10-07 | |
| 128,459 | $1.2M | 0.0% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 88,096 | $839 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 42,987 | $409.2K | 0.2% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 41,799 | $397.9K | 0.0% | Core | Low | Naples, FL | 2026-10-29 | |
| 31,466 | $300 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 28,908 | $275.2K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 23,558 | $224.3K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 17,357 | $165.2K | 0.1% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 15,500 | $147.6K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 12,630 | $120.2K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 6,400 | $60.9K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 1,230 | $11.7K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 4 | $38 | 0.0% | Core | Medium | New York, NY | 2026-11-04 |