CIK 0001646247
13F manager
Wealthspire Advisors, LLC
- Location
- New York, NY
- Latest filing
- Q1 2026
- Holdings count
- 932
- Holdings value
- $12.72B
- Next action
- Open investor profile
All 17 'W' SEC Investors
Institutional investment managers with at least $100 million in assets under management.
CIK 0000105495
13F manager
WELCH & FORBES LLC
- Location
- Boston, MA
- Latest filing
- Q1 2026
- Holdings count
- 368
- Holdings value
- $7.72B
- Next action
- Open investor profile
CIK 0001279891
13F manager
WOLVERINE ASSET MANAGEMENT LLC
- Location
- Chicago, IL
- Latest filing
- Q1 2026
- Holdings count
- 1,272
- Holdings value
- $6.39B
- Next action
- Open investor profile
CIK 0001729303
13F manager
WealthShield Partners, LLC
- Location
- Cary, NC
- Latest filing
- Q1 2026
- Holdings count
- 607
- Holdings value
- $895.5M
- Next action
- Open investor profile
CIK 0001506071
13F manager
Wellington Shields Capital Management, LLC
- Location
- New York, NY
- Latest filing
- Q1 2026
- Holdings count
- 325
- Holdings value
- $664.94M
- Next action
- Open investor profile
CIK 0001538383
13F manager
Westside Investment Management, Inc.
- Location
- Santa Monica, CA
- Latest filing
- Q1 2026
- Holdings count
- 1,472
- Holdings value
- $650.49M
- Next action
- Open investor profile
CIK 0001844495
13F manager
Wealthspring Capital LLC
- Location
- West Harrison, NY
- Latest filing
- Q1 2026
- Holdings count
- 195
- Holdings value
- $421.31M
- Next action
- Open investor profile
CIK 0001506073
13F manager
Wellington Shields & Co., LLC
- Location
- New York, NY
- Latest filing
- Q1 2026
- Holdings count
- 321
- Holdings value
- $391.82M
- Next action
- Open investor profile
CIK 0001697796
13F manager
WP Advisors, LLC
- Location
- San Francisco, CA
- Latest filing
- Q1 2026
- Holdings count
- 115
- Holdings value
- $386.03M
- Next action
- Open investor profile
CIK 0001897144
13F manager
WIN ADVISORS, INC
- Location
- Palm Beach Gardens, FL
- Latest filing
- Q1 2026
- Holdings count
- 78
- Holdings value
- $218.63M
- Next action
- Open investor profile
CIK 0002041800
13F manager
Wingate Wealth Advisors, Inc.
- Location
- Lexington, MA
- Latest filing
- Q1 2026
- Holdings count
- 121
- Holdings value
- $187.13M
- Next action
- Open investor profile
CIK 0001793923
13F manager
WASHBURN CAPITAL MANAGEMENT, INC.
- Location
- Vero Beach, FL
- Latest filing
- Q1 2026
- Holdings count
- 56
- Holdings value
- $172.14M
- Next action
- Open investor profile
CIK 0002012773
13F manager
Wealth Forward, LLC
- Location
- Fargo, ND
- Latest filing
- Q1 2026
- Holdings count
- 43
- Holdings value
- $166.39M
- Next action
- Open investor profile
CIK 0002095682
13F manager
WJ Financial Advisors LLC
- Location
- Killingworth, CT
- Latest filing
- Q1 2026
- Holdings count
- 128
- Holdings value
- $123.49M
- Next action
- Open investor profile
CIK 0001582384
13F manager
Wildcat Capital Management, LLC
- Location
- New York, NY
- Latest filing
- Q1 2026
- Holdings count
- 2
- Holdings value
- $106.18M
- Next action
- Open investor profile
CIK 0001964358
13F manager
Worth Financial Advisory Group, LLC
- Location
- Charlotte, NC
- Latest filing
- Q1 2026
- Holdings count
- 50
- Holdings value
- $65.42M
- Next action
- Open investor profile
CIK 0002054795
13F manager
Warburton Capital Management, LLC
- Location
- Tulsa, OK
- Latest filing
- Q1 2026
- Holdings count
- 68
- Holdings value
- $6.6K
- Next action
- Open investor profile