CUSIP: 958435109 | US | Financial Services · Asset Management | Micro Cap | 240 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 270,774 | $1.9M | 0.1% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 198,914 | $1.4M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 125,075 | $874.3K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 105,423 | $737 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 95,887 | $670.3K | 0.5% | ETF | Low | Littleton, CO | 2026-10-20 | |
| 57,176 | $399.7K | 0.0% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 46,471 | $324.8K | 0.0% | ETF | Low | Herndon, VA | 2026-10-27 | |
| 40,575 | $283.6K | 0.1% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 40,556 | $283.5K | 0.0% | ETF | Low | Lafayette, LA | 2026-10-15 | |
| 22,070 | $154.3K | 0.0% | Core | Medium | Scottsdale, AZ | 2026-11-03 | |
| 15,411 | $107.7K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 15,110 | $105.6K | 0.0% | Core | Low | Concord, NH | 2026-10-21 | |
| 13,687 | $95.7K | 0.1% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 1,000 | $7.0K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |