Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
7901 Willow Creek Wealth Management Inc. 2024Q4 146 $837.95M
7902 Wills Financial Group Inc. 2024Q4 65 $231.61M
7903 Wilmar Advisors LLC 2024Q4 16 $108.11M
7904 WILSEY ASSET MANAGEMENT INC 2024Q4 23 $539.45M
7905 Wilshire Associates Inc 2024Q4 9 $241.19M
7906 Wilson & Boucher Capital Management LLC 2024Q4 110 $141.17M
7907 WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 2024Q4 29 $385.79M
7908 WIM INVESTMENT MANAGEMENT Ltd 2024Q4 15 $291.15M
7909 WIMMER ASSOCIATES 1 LLC 2024Q4 110 $202.29M
7910 WIN ADVISORS, INC 2024Q4 52 $196.44M
7911 Winch Advisory Services LLC 2024Q4 543 $384.49M
7912 Wind River Trust Co 2024Q4 9 $254.27M
7913 WINDACRE PARTNERSHIP LLC 2024Q4 12 $6.82B
7914 Winder Pte. Ltd. 2024Q4 0 $0
7915 Windle Wealth LLC 2024Q4 32 $180.81M
7916 Windmill Hill Asset Management Ltd 2024Q4 27 $305.56M
7917 Windsor Advisory Group LLC 2024Q4 79 $85.89M
7918 Windsor Capital Management LLC 2024Q4 109 $286.75M
7919 WINDWARD CAPITAL MANAGEMENT CO 2024Q4 84 $1.31B
7920 Windward Private Wealth Management Inc. 2024Q4 42 $192.07M
7921 WINEBRENNER CAPITAL MANAGEMENT LLC 2024Q4 118 $127.33M
7922 Wingate Wealth Advisors Inc. 2024Q4 463 $96.05M
7923 WINMILL & CO INC 2024Q4 54 $308.98M
7924 WINSLOW ASSET MANAGEMENT INC 2024Q4 77 $501.79M
7925 Winslow Capital Management LLC 2024Q4 68 $28.15B
7926 Winthrop Advisory Group LLC 2025Q1 152 $822.02M
7927 Winthrop Capital Management LLC 2024Q4 322 $373.26M
7928 WINTON GROUP Ltd 2024Q4 594 $1.51B
7929 WISCONSIN CAPITAL MANAGEMENT LLC 2024Q4 46 $181.67M
7930 Wise Wealth Partners 2024Q4 44 $33.44M
7931 Wiser Advisor Group LLC 2024Q4 268 $68.75M
7932 Wiser Wealth Management Inc 2025Q1 45 $258.32M
7933 Wishbone Management LP 2024Q4 4 $210.5M
7934 WIT LLC 2024Q4 11 $2.99B
7935 WIT Partners Advisory Pte. Ltd. 2025Q1 1 $302.91M
7936 WITTENBERG INVESTMENT MANAGEMENT INC. 2024Q4 73 $254.52M
7937 WJ Interests LLC 2024Q4 16 $207.28M
7938 WJ Wealth Management LLC 2024Q4 70 $264.07M
7939 WMG Financial Advisors LLC 2024Q4 167 $229.46M
7940 WMS Partners LLC 2024Q4 288 $1.69B
7941 WNY Asset Management LLC 2024Q4 208 $777.11M
7942 Wolf Hill Capital Management, LP 2024Q4 32 $1.24B
7943 Wolff Financial Management LLC 2024Q4 90 $336.75M
7944 WOLFF WIESE MAGANA LLC 2024Q4 946 $150.73M
7945 Wolfstich Capital LLC 2024Q4 21 $97.79M
7946 Wolfswood Holdings LLC 2024Q4 1 $3.41M
7947 WOLVERINE ASSET MANAGEMENT LLC 2024Q4 721 $1.29B
7948 WOLVERINE TRADING LLC 2024Q4 1471 $4.42B
7949 Wood Tarver Financial Group LLC 2024Q4 572 $283.14M
7950 WOODARD & CO ASSET MANAGEMENT GROUP INC 2024Q4 123 $463.59M
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