CUSIP: 95790K109 | US | Financial Services · Asset Management | Small Cap | 175 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 450,014 | $5.3M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 210,247 | $2.5M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 155,195 | $1.8M | 0.7% | Value | Medium | Portland, OR | 2026-10-29 | |
| 123,537 | $1.5M | 0.5% | Yield | High | Arlington, VA | 2026-10-14 | |
| 98,167 | $1.2K | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 78,165 | $923.9K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 66,105 | $781.4K | 0.4% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 56,341 | $666.0K | 0.2% | ETF | Low | Walnut Creek, CA | 2026-10-07 | |
| 24,841 | $293.6K | 0.3% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 21,631 | $255.7K | 0.1% | ETF | Medium | Mclean, VA | 2026-10-13 | |
| 21,567 | $254.9K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 15,639 | $182.8K | 0.0% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 14,713 | $173.9K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 13,147 | $155.4K | 0.0% | ETF | Low | Minneapolis, MN | 2026-10-14 | |
| 12,962 | $153 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 12,353 | $146 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 12,243 | $144.7K | 0.0% | ETF | Low | Alpharetta, GA | 2026-11-06 | |
| 10,340 | $122.2K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 8,532 | $100.8K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 6,000 | $81.4K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 4,773 | $56.4K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 3,229 | $38.2K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 2,760 | $32.6K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 1,800 | $21.3K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 600 | $7.1K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 212 | $2.5K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |