CUSIP: 976524108 | 87 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,261,327 | $2.6M | 0.7% | Growth | Very High | Redondo Beach, CA | 2023-08-14 | |
| 937,695 | $2.0M | 0.9% | Core | Low | Katonah, NY | 2023-08-14 | |
| 834,244 | $1.8K | 0.0% | Core | High | New York, NY | 2023-08-11 | |
| 626,771 | $1.3M | 0.9% | GARP | High | Montreal, Quebec, South Africa | 2023-08-09 | |
| 596,819 | $1.3M | 0.0% | N/A | N/A | Valley Forge, PA | 2023-08-14 | |
| 286,525 | $601.7K | 0.1% | Growth | High | Toronto, South Africa | 2023-08-14 | |
| 285,874 | $600.3K | 0.0% | Index | Low | Austin, TX | 2023-08-09 | |
| 233,972 | $651 | 0.2% | Deep Value | Very High | Vancouver, UAE | 2023-08-11 | |
| 193,577 | $406.5K | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-08-11 | |
| 191,592 | $402.3K | 0.0% | Deep Value | Medium | Houston, TX | 2023-08-14 | |
| 172,830 | $363 | 0.0% | Yield | Very High | London, United Kingdom | 2023-08-11 | |
| 168,414 | $353.7K | 0.0% | Index | Very Low | Boston, MA | 2023-08-11 | |
| 91,305 | $191.7K | 0.0% | N/A | N/A | New York, NY | 2023-08-03 | |
| 60,000 | $126 | 0.0% | Growth | Very High | New York, NY | 2023-07-11 | |
| 50,409 | $105.9K | 0.0% | Index | Very Low | Boston, MA | 2023-08-14 | |
| 48,705 | $102.3K | 0.0% | Index | Very Low | Chicago, IL | 2023-08-11 | |
| 47,567 | $99.9K | 0.0% | N/A | N/A | New York, NY | 2023-08-11 | |
| 39,989 | $84.0K | 0.0% | Value | Very High | New York, NY | 2023-08-14 | |
| 36,161 | $75.9K | 0.0% | Core | Medium | Zurich, Switzerland | 2023-08-11 | |
| 33,120 | $69.6K | 0.0% | Growth | Low | Overland Park, KS | 2023-08-11 | |
| 25,000 | $52.5K | 0.0% | Core | Very Low | Long Beach, CA | 2023-07-25 | |
| 23,420 | $49.2K | 0.0% | Core | Very High | Miami, FL | 2023-08-14 | |
| 16,480 | $34.6K | 0.0% | Yield | Medium | Boston, MA | 2023-08-04 | |
| 12,982 | $27.3K | 0.0% | Core | Low | New York, NY | 2023-08-03 | |
| 12,900 | $27.1K | 0.0% | ETF | Low | Alpharetta, GA | 2023-08-01 | |
| 9,679 | $20.3K | 0.0% | Core | Low | New York, NY | 2023-08-14 | |
| 9,000 | $18.9K | 0.0% | Core | Low | Charlotte, NC | 2023-08-14 | |
| 7,899 | $16.6K | 0.0% | Agg Growth | Very High | Chicago, IL | 2023-08-08 | |
| 2,800 | $5.9K | 0.0% | Index | Low | Scottsdale, AZ | 2023-08-21 | |
| 2,600 | $5.5K | 0.0% | GARP | Very High | New York, NY | 2023-08-14 | |
| 275 | $578 | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 250 | $1.0K | 0.0% | Core | Low | Toronto, Australia | 2023-08-14 | |
| 200 | $420 | 0.0% | Growth | High | Columbus, IN | 2023-07-24 | |
| 146 | $307 | 0.0% | Core | Low | San Francisco, CA | 2023-08-15 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-08-10 |