CUSIP: 96927A105 | 83 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 549,381 | $6.0M | 0.0% | Growth | Medium | Nashville, TN | 2025-05-15 | |
| 430,838 | $4.7M | 0.0% | N/A | N/A | Valley Forge, PA | 2025-05-09 | |
| 324,004 | $3.5M | 0.1% | Deep Value | High | Winter Park, FL | 2025-05-15 | |
| 275,120 | $3.0M | 0.7% | Core | Very High | Chadds Ford, PA | 2025-05-12 | |
| 265,234 | $2.9M | 0.0% | Core | Low | Seattle, WA | 2025-05-13 | |
| 119,274 | $1.3M | 0.1% | Yield | High | Greenwich, CT | 2025-05-15 | |
| 106,642 | $1.2M | 0.4% | Yield | Very High | Westport, CT | 2025-05-14 | |
| 84,047 | $918.2K | 0.0% | Index | Very Low | Boston, MA | 2025-05-13 | |
| 75,000 | $819.0K | 0.7% | Value | Medium | New York, NY | 2025-04-29 | |
| 65,682 | $717.6K | 0.1% | Deep Value | Medium | Poole, United Kingdom | 2025-05-08 | |
| 61,946 | $676.4K | 0.0% | Index | Low | Austin, TX | 2025-05-13 | |
| 55,619 | $607.4K | 0.3% | Growth | Low | West Deptford, NJ | 2025-04-22 | |
| 55,431 | $605.3K | 0.0% | Index | Very Low | New York, NY | 2025-05-02 | |
| 52,800 | $576.6K | 0.1% | Value | Very Low | Guilford, CT | 2025-05-13 | |
| 45,376 | $495.5K | 0.0% | Deep Value | Very High | New York, NY | 2025-05-15 | |
| 43,495 | $475.0K | 0.0% | Index | Very Low | Boston, MA | 2025-05-15 | |
| 38,323 | $418.5K | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-05-14 | |
| 31,863 | $348.0K | 0.0% | Index | Low | Scottsdale, AZ | 2025-05-12 | |
| 27,162 | $296.6K | 0.0% | Index | Low | St. Petersburg, FL | 2025-05-13 | |
| 24,538 | $268.0K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-05-13 | |
| 22,300 | $243.5K | 0.0% | Core | High | New York, NY | 2025-05-14 | |
| 17,879 | $195.2K | 0.0% | Core | Very High | New York, NY | 2025-05-19 | |
| 15,953 | $174.2K | 0.0% | Index | Very Low | Chicago, IL | 2025-05-13 | |
| 12,509 | $136.6K | 0.0% | Core | Low | New York, NY | 2025-05-15 | |
| 12,219 | $133.4K | 0.1% | Deep Value | Low | Carlisle, MA | 2025-05-12 | |
| 11,935 | $130.3K | 0.0% | Value | Very High | London, United Kingdom | 2025-05-15 | |
| 5,704 | $62.3K | 0.0% | Core | Medium | New York, NY | 2025-05-12 | |
| 5,465 | $59.7K | 0.0% | Yield | Medium | Boston, MA | 2025-05-12 | |
| 2,100 | $23.0K | 0.0% | Core | Low | Toronto, Australia | 2025-11-21 | |
| 2,000 | $21.8K | 0.0% | ETF | Low | Ketchum, ID | 2025-04-28 | |
| 437 | $4.8K | 0.0% | GARP | Very High | New York, NY | 2025-05-15 | |
| 63 | $688 | 0.0% | Core | Low | Charlotte, NC | 2025-05-15 | |
| 23 | $251 | 0.0% | Core | Medium | London, United Kingdom | 2026-03-17 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2025-05-14 |