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There is a long list of 71 institutional holders of WIP within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of WIP by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-WIP table below,
the initial column indicates the name of each top institutional holder of WIP, with a link to that fund's top holdings. The next columns
indicate the amount of WIP stock held by each of the institutional holders of WIP, followed by the WIP position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
State Street Corp | 1,736,860 | $72,844 | 12/31/2023 | WIP | 1,736,860 | $72,844 | 12/31/2023 | Morgan Stanley | 353,505 | $14,826 | 12/31/2023 | WIP | 353,505 | $14,826 | 12/31/2023 | GenTrust LLC | 240,957 | $9,633 | 03/31/2024 | WIP | 240,957 | $9,633 | 03/31/2024 | LBJ Family Wealth Advisors Ltd. | 234,722 | $9,384 | 03/31/2024 | WIP | 234,722 | $9,384 | 03/31/2024 | Wells Fargo & Company MN | 168,791 | $7,079 | 12/31/2023 | WIP | 168,791 | $7,079 | 12/31/2023 | Retirement Capital Strategies | 160,476 | $6,730 | 12/31/2023 | WIP | 160,476 | $6,730 | 12/31/2023 | Jane Street Group LLC | 158,142 | $6,632 | 12/31/2023 | WIP | 158,142 | $6,632 | 12/31/2023 | Forefront Analytics LLC | 143,838 | $6,033 | 12/31/2023 | WIP | 143,838 | $6,033 | 12/31/2023 | UBS Group AG | 134,031 | $5,621 | 12/31/2023 | WIP | 134,031 | $5,621 | 12/31/2023 | RPg Family Wealth Advisory LLC | 127,440 | $5,345 | 12/31/2023 | WIP | 127,440 | $5,345 | 12/31/2023 | Bank of America Corp DE | 126,284 | $5,296 | 12/31/2023 | WIP | 126,284 | $5,296 | 12/31/2023 | Hoylecohen LLC | 109,370 | $4,587 | 12/31/2023 | WIP | 109,370 | $4,587 | 12/31/2023 | Family Firm Inc. | 113,718 | $4,546 | 03/31/2024 | WIP | 113,718 | $4,546 | 03/31/2024 | LPL Financial LLC | 105,732 | $4,434 | 12/31/2023 | WIP | 105,732 | $4,434 | 12/31/2023 | Upper Left Wealth Management LLC | 109,758 | $4,388 | 03/31/2024 | WIP | 109,758 | $4,388 | 03/31/2024 | Idaho Trust Bank | 103,266 | $4,330 | 12/31/2023 | WIP | 103,266 | $4,330 | 12/31/2023 | Cambria Investment Management L.P. | 86,057 | $3,609 | 12/31/2023 | WIP | 86,057 | $3,609 | 12/31/2023 | Sykon Capital LLC | 71,993 | $3,019 | 12/31/2023 | WIP | 71,993 | $3,019 | 12/31/2023 | OneAscent Financial Services LLC | 72,953 | $2,917 | 03/31/2024 | WIP | 72,953 | $2,917 | 03/31/2024 | Windham Capital Management LLC | 62,231 | $2,610 | 12/31/2023 | WIP | 62,231 | $2,610 | 12/31/2023 | Guggenheim Capital LLC | 46,122 | $1,934 | 12/31/2023 | WIP | 46,122 | $1,934 | 12/31/2023 | Ameriprise Financial Inc. | 45,436 | $1,906 | 12/31/2023 | WIP | 45,436 | $1,906 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 32,146 | $1,285 | 03/31/2024 | WIP | 32,146 | $1,285 | 03/31/2024 | Aspect Partners LLC | 23,283 | $976 | 12/31/2023 | WIP | 23,283 | $976 | 12/31/2023 | GWM Advisors LLC | 23,117 | $939 | 12/31/2023 | WIP | 23,117 | $939 | 12/31/2023 | Royal Bank of Canada | 20,616 | $865 | 12/31/2023 | WIP | 20,616 | $865 | 12/31/2023 | Calton & Associates Inc. | 13,965 | $558 | 03/31/2024 | WIP | 13,965 | $558 | 03/31/2024 | Mount Lucas Management LP | 12,900 | $541 | 12/31/2023 | WIP | 12,900 | $541 | 12/31/2023 | Centaurus Financial Inc. | 12,616 | $529 | 12/31/2023 | WIP | 12,616 | $529 | 12/31/2023 | Empirical Asset Management LLC | 12,001 | $503 | 12/31/2023 | WIP | 12,001 | $503 | 12/31/2023 | Scotia Capital Inc. | 11,583 | $486 | 12/31/2023 | WIP | 11,583 | $486 | 12/31/2023 | Kestra Advisory Services LLC | 11,250 | $472 | 12/31/2023 | WIP | 11,250 | $472 | 12/31/2023 | Advisors Asset Management Inc. | 11,148 | $468 | 12/31/2023 | WIP | 11,148 | $468 | 12/31/2023 | Simon Quick Advisors LLC | 11,440 | $457 | 03/31/2024 | WIP | 11,440 | $457 | 03/31/2024 | Towneley Capital Management Inc DE | 11,119 | $445 | 03/31/2024 | WIP | 11,119 | $445 | 03/31/2024 | Invesco Ltd. | 9,256 | $388 | 12/31/2023 | WIP | 9,256 | $388 | 12/31/2023 | Investment Advisory Group LLC | 8,767 | $350 | 03/31/2024 | WIP | 8,767 | $350 | 03/31/2024 | Citigroup Inc. | 8,286 | $348 | 12/31/2023 | WIP | 8,286 | $348 | 12/31/2023 | 4Thought Financial Group Inc. | 7,496 | $300 | 03/31/2024 | WIP | 7,496 | $300 | 03/31/2024 | Addison Capital Co | 6,951 | $292 | 12/31/2023 | WIP | 6,951 | $292 | 12/31/2023 | Red Lighthouse Investment Management LLC | 6,839 | $287 | 12/31/2023 | WIP | 6,839 | $287 | 12/31/2023 | Summit Global Investments | 6,836 | $273 | 03/31/2024 | WIP | 6,836 | $273 | 03/31/2024 | Baird Financial Group Inc. | 6,441 | $270 | 12/31/2023 | WIP | 6,441 | $270 | 12/31/2023 | Private Advisor Group LLC | 6,723 | $269 | 03/31/2024 | WIP | 6,723 | $269 | 03/31/2024 | International Assets Investment Management LLC | 6,763 | $267 | 03/31/2024 | WIP | 6,763 | $267 | 03/31/2024 | RFG Advisory LLC | 6,287 | $251 | 03/31/2024 | WIP | 6,287 | $251 | 03/31/2024 | Pure Financial Advisors Inc. | 5,096 | $204 | 03/31/2024 | WIP | 5,096 | $204 | 03/31/2024 | Global Retirement Partners LLC | 3,655 | $146 | 03/31/2024 | WIP | 3,655 | $146 | 03/31/2024 | Comerica Bank | 3,087 | $129 | 12/31/2023 | WIP | 3,087 | $129 | 12/31/2023 | Millburn Ridgefield Corp | 3,085 | $123 | 03/31/2024 | WIP | 3,085 | $123 | 03/31/2024 |
See All: Funds Holding WIP
See Details: Top 10 Hedge Funds Holding WIP
Also See: WIP Holdings Changes
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