Funds — W

Name: SEC Form 13F holdings
Creator: U.S. Securities and Exchange Commission
License: https://www.sec.gov/privacy

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z All

Warren Buffett · Berkshire Hathaway CIK 1067983
W ADVISORS, LLC CIK 1929907
W.G. Shaheen & Associates DBA Whitney & Co CIK 1577001
W.H. Cornerstone Investments Inc. CIK 1940823
W1M Asset Management Ltd CIK 1767559
W1M Investment Management Ltd CIK 1344114
WADDELL & ASSOCIATES, LLC CIK 1776757
WAFRA INC. CIK 920440
Wagner Wealth Management, Corp CIK 2109867
Wagner Wealth Management, LLC CIK 1728657
Wahed Invest LLC CIK 1763146
Wakefield Asset Management LLLP CIK 1600435
Waldron Private Wealth LLC CIK 1598180
Walker Asset Management, LLC CIK 1923053
Walker Financial Services, Inc. CIK 1965479
Walkner Condon Financial Advisors LLC CIK 1817494
Wall Capital Group, Inc. CIK 1699803
Wall Street Financial Group, Inc. CIK 2019337
Wallace Advisory Group, LLC CIK 1932645
Wallace Capital Management Inc. CIK 1459754
Wallace Foundation CIK 1951918
Wallace Hart LLC CIK 2018963
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 1812177
WALLER FINANCIAL PLANNING GROUP, INC CIK 1736079
Walleye Capital LLC CIK 1758720
Walleye Partners, LLC CIK 2068376
Walleye Trading LLC CIK 1388391
Wallington Asset Management, LLC CIK 1426754
Walmart Inc. CIK 104169
Walnut Level Capital LLC CIK 1803088
WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 1599275
Walser Wealth Management Company, A Ltd Liability Co CIK 2112280
Walsh & Associates, LLC CIK 2135144
Walsky Investment Management, Inc. CIK 2110046
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 752365
Walter Public Investments Inc. CIK 1925251
Waratah Capital Advisors Ltd. CIK 1539919
Warberg Asset Management LLC CIK 1597506
WARBURG PINCUS LLC CIK 1162870
Warburton Capital Management, LLC CIK 2054795
Warm Springs Advisors Inc. CIK 2057078
WARNER FINANCIAL, INC CIK 1927175
Warner Group LLC CIK 2073617
Warren Street Wealth Advisors, LLC CIK 1703496
Warther Private Wealth, LLC CIK 1954551
Warwick Investment Management, Inc. CIK 1931041
WASATCH ADVISORS LP CIK 814133
WASHBURN CAPITAL MANAGEMENT, INC. CIK 1793923
WASHINGTON CAPITAL MANAGEMENT, INC CIK 928566
WASHINGTON GROWTH STRATEGIES LLC CIK 2044575
WASHINGTON STATE INVESTMENT BOARD CIK 943712
Washington Trust Advisors, Inc. CIK 1900099
WASHINGTON TRUST BANK CIK 861787
WASHINGTON TRUST Co CIK 1079736
WASHINGTON UNIVERSITY CIK 903603
Wasserstein Management, L.P. CIK 1751492
Watchman Group, Inc. CIK 1748726
Watchtower Advisors, LP CIK 1807092
WATER ISLAND CAPITAL LLC CIK 1222765
Waterfall Asset Management, LLC CIK 1570717
Waterford Advisors, LLC CIK 1960657
Waterfront Capital Partners, LLC CIK 1595077
Waterfront Wealth Inc. CIK 1775210
Waterloo Capital, L.P. CIK 1730942
WATERS PARKERSON & CO., LLC CIK 1222993
Watershed Asset Management, L.L.C. CIK 1315926
WATERSHED PRIVATE WEALTH LLC CIK 1965271
Waterway Wealth Management, LLC CIK 1992193
Waverly Advisors, LLC CIK 1568787
Waycross Investment Management Co CIK 1922448
WAYCROSS PARTNERS, LLC CIK 1844873
Wayfinding Financial, LLC CIK 1898131
waypoint wealth counsel CIK 1807909
WAYSTONE ADVISORS LLC CIK 2055997
WBH ADVISORY INC CIK 1259671
WBI INVESTMENTS, LLC CIK 1397424
WCG Wealth Advisors LLC CIK 1855713
WCM INVESTMENT MANAGEMENT, LLC CIK 1061186
WD RUTHERFORD LLC CIK 1841015
WD Thunder CV Ultimate GP LLC CIK 2051763
Wealth Advisors Northwest LLC CIK 2053892
Wealth Advisors of Iowa, LLC CIK 1803005
Wealth Advisors of Tampa Bay, LLC CIK 1715228
Wealth Advisory Solutions, LLC CIK 1834802
Wealth Advisory Team LLC CIK 2039196
Wealth Alliance Advisory Group, LLC CIK 1735734
WEALTH ALLIANCE, LLC CIK 1793904
Wealth Analytics Partners, LLC CIK 2110717
Wealth Architects, LLC CIK 1611518
Wealth Care LLC CIK 2120450
Wealth Dimensions Group, Ltd. CIK 1846462
WEALTH EFFECTS LLC CIK 1907254
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972
Wealth Enhancement Trust Services, Inc. CIK 2067696
Wealth Forward, LLC CIK 2012773
Wealth Group Ltd CIK 2010748
Wealth Group, Ltd. CIK 2013988
Wealth High Governance Asset Management Ltda. CIK 2111728
Wealth High Governance Capital Ltda CIK 2028828
Wealth Intelligence, LLC CIK 2112078
Wealth Management Associates, Inc. CIK 2067339
Wealth Management Nebraska CIK 2042783
Wealth Management Partners, LLC CIK 1843294
WEALTH MANAGEMENT RESOURCES, INC. CIK 1063516
Wealth Management Strategies, Inc. CIK 2057285
Wealth Preservation Advisors, LLC CIK 1968434
Wealth Quarterback LLC CIK 1803386
Wealth Science Advisors LLC CIK 2083087
Wealth Watch Advisors, INC CIK 2040515
WealthBridge Capital Management, LLC CIK 1767313
WealthBridge Investment Counsel Inc. CIK 1799425
Wealthcare Advisory Partners LLC CIK 1683059
WealthCare Asset Management, LLC CIK 2034181
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 1516450
Wealthcare Capital Partners, LLC CIK 2053307
WealthCare Investment Partners, LLC CIK 1908462
WealthCollab, LLC CIK 2017870
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 2058455
Wealthfront Advisers LLC CIK 1763921
WEALTHGARDEN F.S. LLC CIK 2023633
WealthNavi Inc. CIK 1774552
WealthPlan Investment Management, LLC CIK 1929986
WealthPLAN Partners, LLC CIK 1639943
WealthPoint Financial, LLC CIK 2040860
Wealthquest Corp CIK 1632968
WealthShield Partners, LLC CIK 1729303
WEALTHSPAN PARTNERS, LLC CIK 1909805
Wealthspire Advisors, LLC CIK 1646247
Wealthspire Retirement, LLC CIK 2040084
Wealthspring Capital LLC CIK 1844495
WealthSpring Partners, LLC CIK 1961292
Wealthstar Advisors, LLC CIK 1602224
WealthTrak Capital Management LLC CIK 2052710
WealthTrust Asset Management, LLC CIK 1867894
WealthTrust Axiom LLC CIK 1425949
WEATHERLY ASSET MANAGEMENT L. P. CIK 934745
Weaver C. Barksdale & Associates, Inc. CIK 1294588
Weaver Capital Management LLC CIK 1552247
Weaver Consulting Group CIK 1780055
WEBER CAPITAL MANAGEMENT LLC /ADV CIK 1099905
Webs Creek Capital Management LP CIK 1825309
WEBSTER BANK, N. A. CIK 1105837
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 1841757
Wedbush Fund Advisers, LLC CIK 2070852
WEDBUSH SECURITIES INC CIK 1142495
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 1015308
WEDGEWOOD INVESTORS INC /PA/ CIK 1125243
WEDGEWOOD PARTNERS INC CIK 859804
Wedmont Private Capital CIK 1904274
WEIK CAPITAL MANAGEMENT CIK 1278793
Weil Company, Inc. CIK 1318011
Weinberger Asset Management, Inc CIK 2051705
Weiss Asset Management LP CIK 1357550
WEITZ INVESTMENT MANAGEMENT, INC. CIK 883965
Weitzel Financial Services, Inc. CIK 1846789
WELCH & FORBES LLC CIK 105495
WELCH CAPITAL PARTNERS LLC/NY CIK 1042063
Welch Financial Planning, LLC CIK 2085141
Welch Group, LLC CIK 1443095
Well Done, LLC CIK 1667132
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST CIK 1026720
Wellesley Asset Management CIK 1533551
Wellington Grp LLC CIK 2134013
WELLINGTON MANAGEMENT GROUP LLP CIK 902219
Wellington Shields & Co., LLC CIK 1506073
Wellington Shields Capital Management, LLC CIK 1506071
WELLINGTON-ALTUS USA INC. CIK 1760398
Wellment Financial CIK 1940000
WELLS FARGO & COMPANY/MN CIK 72971
Wells Financial Advisors INC CIK 1844454
Wellspring Financial Advisors, LLC CIK 1811308
Wendel SE CIK 1721938
WENDELL DAVID ASSOCIATES INC CIK 878228
Werba Rubin Papier Wealth Management CIK 1971029
Werlinich Asset Management, LLC CIK 2000493
Wernau Asset Management Inc. CIK 2053236
WESBANCO BANK INC CIK 877134
WESCAP Management Group, Inc. CIK 1667140
Wescott Financial Advisory Group, LLC CIK 1864880
Wesleyan Assurance Society CIK 1773368
WESPAC Advisors SoCal, LLC CIK 1668188
WESPAC Advisors, LLC CIK 1484540
WEST BANCORPORATION INC CIK 1166928
West Branch Capital LLC CIK 1738723
West Family Investments, Inc. CIK 1568303
West Financial Advisors, LLC CIK 1843684
WEST MICHIGAN ADVISORS, LLC CIK 1909879
WEST PACES ADVISORS INC. CIK 2004720
West Tower Group, LLC CIK 1965819
West Virginia University Foundation, Inc CIK 2109379
West Wealth Group, LLC CIK 1923591
Westbourne Investment Advisors, Inc. CIK 1650092
WESTBOURNE INVESTMENTS, INC. CIK 932929
WestBridge Capital Management, LLC CIK 1846644
WestCap Management, LLC CIK 1838470
Westchester Capital Management, Inc. CIK 1390063
Westchester Capital Management, LLC CIK 1512805
WESTCO ADVISORY SERVICES INC /ADV CIK 946310
WestEnd Advisors, LLC CIK 1351731
Westend Capital Management, LLC CIK 1331997
Westerkirk Capital Inc. CIK 2080423
WESTERLY CAPITAL MANAGEMENT, LLC CIK 1546172
Western Financial Corp/CA CIK 1954480
Western Pacific Wealth Management, LP CIK 1907320
Western Reserve Capital Management, LLC CIK 2110357
Western Standard LLC CIK 1517666
Western Wealth Management, LLC CIK 1767902
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 1177719
Westfuller Advisors, LLC CIK 2024115
Westhampton Capital, LLC CIK 1639997
WestHill Financial Advisors, Inc. CIK 1759641
Westmount Partners, LLC CIK 2051491
Westover Capital Advisors, LLC CIK 1483467
WESTPAC BANKING CORP CIK 719245
WESTPORT ASSET MANAGEMENT INC CIK 811454
Westshore Wealth, LLC CIK 1806366
Westside Investment Management, Inc. CIK 1538383
Westview Management dba Westview Investment Advisors CIK 2073768
Westwind Capital CIK 1729269
Westwood Global Investments, LLC CIK 1356513
WESTWOOD HOLDINGS GROUP INC CIK 1165002
Westwood Wealth Management CIK 1861125
WETZEL INVESTMENT ADVISORS, INC. CIK 2009211
WEXFORD CAPITAL LP CIK 1048462
WEYBOSSET RESEARCH & MANAGEMENT LLC CIK 1280604
WFA of San Diego, LLC CIK 1821407
WFM ASIA (BVI) Ltd CIK 1632574
WGI DM, LLC CIK 2059126
Whale Rock Capital Management LLC CIK 1387322
Whalen Wealth Management Inc. CIK 1894447
WHALEROCK POINT PARTNERS, LLC CIK 1389709
Wharton Business Group, LLC CIK 1513126
Wheelhouse Advisory Group LLC CIK 1998946
Wheels Up Wealth, Inc. CIK 2107618
Whelan Financial CIK 1894921
Whetstone Capital Advisors, LLC CIK 1607278
WHI TRUST Co LLC CIK 2013902
Whipplewood Advisors, LLC CIK 2052510
Whitaker-Myers Wealth Managers, LTD. CIK 1973849
Whitcomb & Hess, Inc. CIK 1813577
White & Co Financial Planning Inc CIK 2039300
White Knight Strategic Wealth Advisors, LLC CIK 1904677
White Lighthouse Investment Management Inc. CIK 1727593
WHITE MOUNTAINS INSURANCE GROUP LTD CIK 776867
WHITE PINE CAPITAL LLC CIK 1137429
White Pine Investment CO CIK 1318259
White Wing Wealth Management CIK 2001473
Whitebark Investors LP CIK 2042091
WHITEBOX ADVISORS LLC CIK 1257391
Whitefort Capital Management, LP CIK 1884931
Whitegate Investment Counselors, Inc. CIK 1667102
WHITENER CAPITAL MANAGEMENT, INC. CIK 825217
Whitford Management LLC CIK 1957726
WHITTIER TRUST CO CIK 1137881
WHITTIER TRUST CO OF NEVADA INC CIK 1263548
Wick Capital Partners, LLC CIK 1904388
Widmann Financial Services, Inc. CIK 1906640
Wildcat Capital Management, LLC CIK 1582384
Wilkerson Advisory Group LLC CIK 2079661
WILKINS INVESTMENT COUNSEL INC CIK 1276853
Wilkins Miller Wealth Management, LLC CIK 2057318
Wilkinson Global Asset Management LLC CIK 1764000
William Allan Corp CIK 1910961
William B. Walkup & Associates, Inc. CIK 2034054
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 1644956
William Howard & Co Financial Advisors Inc CIK 2023493
WILLIAM JOHN SEMPOLINSKI CIK 2149024
William Mack & Associates, Inc. CIK 2096700
William Marsh Rice University CIK 1674705
Williams & Novak, LLC CIK 1998419
Williams Financial, LLC CIK 1846923
Williams Jones Wealth Management, LLC. CIK 1788587
Williamson Legacy Group, LLC CIK 2011965
Willis Investment Counsel CIK 1310929
Willis Johnson & Associates, Inc. CIK 1853239
WILLNER & HELLER, LLC CIK 1927796
Willow Creek Capital Management, Inc. CIK 2152085
Wills Financial Group LLC CIK 2059579
Wilmar Advisors LLC CIK 2052481
Wilmington Savings Fund Society, FSB CIK 900974
WILSEY ASSET MANAGEMENT INC CIK 1598379
Wilshire Advisors LLC CIK 1616628
Wilson & Boucher Capital Management, LLC CIK 1903579
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD CIK 1914472
WIM INVESTMENT MANAGEMENT Ltd CIK 2042565
WIMMER ASSOCIATES 1, LLC CIK 1667019
WIN ADVISORS, INC CIK 1897144
WINCAP FINANCIAL LLC CIK 2064588
Winch Advisory Services, LLC CIK 1585822
Wind River Trust Co CIK 1657703
WINDACRE PARTNERSHIP LLC CIK 1599383
Windle Wealth, LLC CIK 1963452
Windmill Hill Asset Management Ltd CIK 1831132
Windsor Advisory Group, LLC CIK 1739953
Windsor Capital Management, LLC CIK 1543100
WINDWARD CAPITAL MANAGEMENT CO /CA CIK 1078635
Windward Management LP CIK 1880817
Windward Private Wealth Management Inc. CIK 1835866
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 2047728
Wingate Wealth Advisors, Inc. CIK 2041800
WINMILL & CO. INC CIK 52234
WINNACLE WEALTH LLC CIK 2079687
Winning Points Advisors, LLC CIK 1793399
WINSLOW ASSET MANAGEMENT INC CIK 1286534
Winslow Capital Management, LLC CIK 900973
Winter & Associates, Inc. CIK 2109063
Winthrop Advisory Group LLC CIK 1739043
Winthrop Capital Management, LLC CIK 2010657
Winthrop Partners - WNY, LLC CIK 1734109
WINTON GROUP Ltd CIK 1612063
WIREGRASS INVESTMENT MANAGEMENT LLC CIK 2109460
WISCONSIN CAPITAL MANAGEMENT LLC CIK 926833
Wisconsin Wealth Advisors, LLC CIK 2073891
Wise Wealth Partners CIK 2056711
Wiser Advisor Group LLC CIK 2011550
Wiser Wealth Management, Inc CIK 1573263
Wishbone Management, LP CIK 1777734
WIT Partners Advisory Pte. Ltd. CIK 2000043
WIT, LLC CIK 1840025
WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 1697790
WJ Financial Advisors LLC CIK 2095682
WJ Interests, LLC CIK 1727642
WJ Wealth Management, LLC CIK 1801674
WLTH Capital Management, LLC CIK 2112635
WMG Financial Advisors, LLC CIK 1906711
WMS Group LLC CIK 2113632
WNY Asset Management, LLC CIK 1803296
Wolf Hill Capital Management, LP CIK 1785988
Wolff Financial Management LLC CIK 1767940
WOLFF WIESE MAGANA LLC CIK 1832097
Wolfstich Capital, LLC CIK 2047009
Wolfswood Holdings, LLC CIK 1835700
WOLVERINE ASSET MANAGEMENT LLC CIK 1279891
Womack Financial LLC CIK 2107079
Wood Tarver Financial Group, LLC CIK 2059344
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 771118
Woodbridge CO LTD CIK 1397960
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 1165805
Woodline Partners LP CIK 1784547
WOODMONT INVESTMENT COUNSEL LLC CIK 1133653
Woodside Wealth Management LLC CIK 2064883
Woodson Capital Management, LP CIK 1697848
WOODSTOCK CORP CIK 1008877
WoodTrust Financial Corp CIK 1725247
WOODWARD DIVERSIFIED CAPITAL, LLC CIK 1846177
Woodward Financial Advisors, Inc. CIK 2136600
Working Capital Advisors (UK) Ltd. CIK 1807878
WORLD EQUITY GROUP, INC. CIK 878770
World Investment Advisors CIK 1652594
WORLDLY PARTNERS MANAGEMENT, LLC CIK 1904574
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 1745981
WORMSER FRERES GESTION CIK 2051288
Worth Asset Management, LLC CIK 1927285
Worth Financial Advisory Group, LLC CIK 1964358
Worth Venture Partners, LLC CIK 1696778
Worthington Financial Partners, LLC CIK 2111427
WorthPointe, LLC CIK 1921448
WP Advisors, LLC CIK 1697796
WPG Advisers, LLC CIK 2067343
WPWealth LLP CIK 1950118
WRAPMANAGER INC CIK 1266014
Wrenne Financial Planning LLC CIK 2023054
WRIGHT INVESTORS SERVICE INC CIK 108572
Wright Wealth LLC CIK 2046147
WS MANAGEMENT LLLP CIK 877338
WT Asset Management Ltd CIK 1780365
WT Wealth Management CIK 1780507
WULFF, HANSEN & CO. CIK 108634
Wynn Capital, LLC CIK 2009900
WYNNEFIELD CAPITAL INC CIK 1251567