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Institutional Holders of WIP

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.

HolderAmountPosition Size
($ in 1000's)
 As of
State Street Corp1,736,860$72,844 12/31/2023
     WIP1,736,860$72,844 12/31/2023
Morgan Stanley353,505$14,826 12/31/2023
     WIP353,505$14,826 12/31/2023
GenTrust LLC240,957$9,633 03/31/2024
     WIP240,957$9,633 03/31/2024
LBJ Family Wealth Advisors Ltd.234,722$9,384 03/31/2024
     WIP234,722$9,384 03/31/2024
Wells Fargo & Company MN168,791$7,079 12/31/2023
     WIP168,791$7,079 12/31/2023
Retirement Capital Strategies160,476$6,730 12/31/2023
     WIP160,476$6,730 12/31/2023
Jane Street Group LLC158,142$6,632 12/31/2023
     WIP158,142$6,632 12/31/2023
Forefront Analytics LLC143,838$6,033 12/31/2023
     WIP143,838$6,033 12/31/2023
UBS Group AG134,031$5,621 12/31/2023
     WIP134,031$5,621 12/31/2023
RPg Family Wealth Advisory LLC127,440$5,345 12/31/2023
     WIP127,440$5,345 12/31/2023
Bank of America Corp DE126,284$5,296 12/31/2023
     WIP126,284$5,296 12/31/2023
Hoylecohen LLC109,370$4,587 12/31/2023
     WIP109,370$4,587 12/31/2023
Family Firm Inc.113,718$4,546 03/31/2024
     WIP113,718$4,546 03/31/2024
LPL Financial LLC105,732$4,434 12/31/2023
     WIP105,732$4,434 12/31/2023
Upper Left Wealth Management LLC109,758$4,388 03/31/2024
     WIP109,758$4,388 03/31/2024
Idaho Trust Bank103,266$4,330 12/31/2023
     WIP103,266$4,330 12/31/2023
Cambria Investment Management L.P.86,057$3,609 12/31/2023
     WIP86,057$3,609 12/31/2023
Sykon Capital LLC71,993$3,019 12/31/2023
     WIP71,993$3,019 12/31/2023
OneAscent Financial Services LLC72,953$2,917 03/31/2024
     WIP72,953$2,917 03/31/2024
Windham Capital Management LLC62,231$2,610 12/31/2023
     WIP62,231$2,610 12/31/2023
Guggenheim Capital LLC46,122$1,934 12/31/2023
     WIP46,122$1,934 12/31/2023
Ameriprise Financial Inc.45,436$1,906 12/31/2023
     WIP45,436$1,906 12/31/2023
Raymond James Financial Services Advisors Inc.32,146$1,285 03/31/2024
     WIP32,146$1,285 03/31/2024
Aspect Partners LLC23,283$976 12/31/2023
     WIP23,283$976 12/31/2023
GWM Advisors LLC23,117$939 12/31/2023
     WIP23,117$939 12/31/2023
Royal Bank of Canada20,616$865 12/31/2023
     WIP20,616$865 12/31/2023
Calton & Associates Inc.13,965$558 03/31/2024
     WIP13,965$558 03/31/2024
Mount Lucas Management LP12,900$541 12/31/2023
     WIP12,900$541 12/31/2023
Centaurus Financial Inc.12,616$529 12/31/2023
     WIP12,616$529 12/31/2023
Empirical Asset Management LLC12,001$503 12/31/2023
     WIP12,001$503 12/31/2023
Scotia Capital Inc.11,583$486 12/31/2023
     WIP11,583$486 12/31/2023
Kestra Advisory Services LLC11,250$472 12/31/2023
     WIP11,250$472 12/31/2023
Advisors Asset Management Inc.11,148$468 12/31/2023
     WIP11,148$468 12/31/2023
Simon Quick Advisors LLC11,440$457 03/31/2024
     WIP11,440$457 03/31/2024
Towneley Capital Management Inc DE11,119$445 03/31/2024
     WIP11,119$445 03/31/2024
Invesco Ltd.9,256$388 12/31/2023
     WIP9,256$388 12/31/2023
Investment Advisory Group LLC8,767$350 03/31/2024
     WIP8,767$350 03/31/2024
Citigroup Inc.8,286$348 12/31/2023
     WIP8,286$348 12/31/2023
4Thought Financial Group Inc.7,496$300 03/31/2024
     WIP7,496$300 03/31/2024
Addison Capital Co6,951$292 12/31/2023
     WIP6,951$292 12/31/2023
Red Lighthouse Investment Management LLC6,839$287 12/31/2023
     WIP6,839$287 12/31/2023
Summit Global Investments6,836$273 03/31/2024
     WIP6,836$273 03/31/2024
Baird Financial Group Inc.6,441$270 12/31/2023
     WIP6,441$270 12/31/2023
Private Advisor Group LLC6,723$269 03/31/2024
     WIP6,723$269 03/31/2024
International Assets Investment Management LLC6,763$267 03/31/2024
     WIP6,763$267 03/31/2024
RFG Advisory LLC6,287$251 03/31/2024
     WIP6,287$251 03/31/2024
Pure Financial Advisors Inc.5,096$204 03/31/2024
     WIP5,096$204 03/31/2024
Global Retirement Partners LLC3,655$146 03/31/2024
     WIP3,655$146 03/31/2024
Comerica Bank3,087$129 12/31/2023
     WIP3,087$129 12/31/2023
Millburn Ridgefield Corp3,085$123 03/31/2024
     WIP3,085$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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