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Institutional Holders of WEA
HolderAmountPosition Size
($ in 1000's)
 As of
Sit Investment Associates Inc.1,338,109$14,452 12/31/2023
     WEA1,338,109$14,452 12/31/2023
Morgan Stanley846,358$9,141 12/31/2023
     WEA846,358$9,141 12/31/2023
1607 Capital Partners LLC793,609$8,571 12/31/2023
     WEA793,609$8,571 12/31/2023
Allspring Global Investments Holdings LLC729,313$7,760 03/31/2024
     WEA729,313$7,760 03/31/2024
Wells Fargo & Company MN285,174$3,080 12/31/2023
     WEA285,174$3,080 12/31/2023
Guggenheim Capital LLC251,949$2,721 12/31/2023
     WEA251,949$2,721 12/31/2023
Advisor Group Holdings Inc.235,229$2,540 12/31/2023
     WEA235,229$2,540 12/31/2023
PFG Investments LLC172,756$1,838 03/31/2024
     WEA172,756$1,838 03/31/2024
Bank of America Corp DE151,268$1,634 12/31/2023
     WEA151,268$1,634 12/31/2023
Fiera Capital Corp149,727$1,593 03/31/2024
     WEA149,727$1,593 03/31/2024
Consolidated Portfolio Review Corp126,309$1,344 03/31/2024
     WEA126,309$1,344 03/31/2024
ProVise Management Group LLC123,599$1,335 12/31/2023
     WEA123,599$1,335 12/31/2023
Truist Financial Corp122,174$1,319 12/31/2023
     WEA122,174$1,319 12/31/2023
LPL Financial LLC119,770$1,294 12/31/2023
     WEA119,770$1,294 12/31/2023
Private Advisor Group LLC116,273$1,237 03/31/2024
     WEA116,273$1,237 03/31/2024
Insight Wealth Partners LLC86,939$939 12/31/2023
     WEA86,939$939 12/31/2023
Cetera Investment Advisers70,991$767 12/31/2023
     WEA70,991$767 12/31/2023
Raymond James Financial Services Advisors Inc.60,355$642 03/31/2024
     WEA60,355$642 03/31/2024
Integrated Wealth Concepts LLC57,822$624 12/31/2023
     WEA57,822$624 12/31/2023
Invesco Ltd.42,713$461 12/31/2023
     WEA42,713$461 12/31/2023
Janney Montgomery Scott LLC42,907$457 03/31/2024
     WEA42,907$457 03/31/2024
IFP Advisors Inc39,292$424 12/31/2023
     WEA39,292$424 12/31/2023
Invictus Private Wealth LLC38,227$413 12/31/2023
     WEA38,227$413 12/31/2023
Accuvest Global Advisors32,979$356 12/31/2023
     WEA32,979$356 12/31/2023
Commonwealth Equity Services LLC26,150$278 03/31/2024
     WEA26,150$278 03/31/2024
Melfa Wealth Management LLC22,281$237 03/31/2024
     WEA22,281$237 03/31/2024
Benjamin F. Edwards & Company Inc.21,608$230 03/31/2024
     WEA21,608$230 03/31/2024
The PNC Financial Services Group Inc.18,312$198 12/31/2023
     WEA18,312$198 12/31/2023
Moors & Cabot Inc.17,900$193 12/31/2023
     WEA17,900$193 12/31/2023
Raymond James & Associates17,577$187 03/31/2024
     WEA17,577$187 03/31/2024
Envestnet Asset Management Inc.16,305$176 12/31/2023
     WEA16,305$176 12/31/2023
Strategic Financial Concepts LLC10,942$116 03/31/2024
     WEA10,942$116 03/31/2024
Royal Bank of Canada10,752$116 12/31/2023
     WEA10,752$116 12/31/2023
Stifel Financial Corp10,692$115 12/31/2023
     WEA10,692$115 12/31/2023
Landscape Capital Management L.L.C.10,694$115 12/31/2023
     WEA10,694$115 12/31/2023
UBS Group AG5,851$63 12/31/2023
     WEA5,851$63 12/31/2023
Beacon Capital Management LLC3,421$35 12/31/2023
     WEA3,421$35 12/31/2023
Pin Oak Investment Advisors Inc.1,475$16 12/31/2023
     WEA1,475$16 12/31/2023
PFS Partners LLC333$4 03/31/2024
     WEA333$4 03/31/2024
Geneos Wealth Management Inc.271$3 12/31/2023
     WEA271$3 12/31/2023
Proequities Inc.0$0 03/31/2024
     WEA0$0 03/31/2024

See All: Funds Holding WEA
See Details: Top 10 Hedge Funds Holding WEA
Also See: WEA Insider Buying
Also See: WEA Holdings Changes

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