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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
59
9
7
1
0
0
40
6
3
WADE G W INC

Time Period2018-12-31

Total Holdings219

Total Value ($x1000)924,804
Activities
New3

Increased107

Unchanged33

Decreased76

Sold Out24

Top 10 Stock Holdingstotal 35.32%
DLN6.61

XOM5.62

SHY4.26

IWF3.76

AAPL3.59

 
USMV2.71

DVY2.42

JNJ2.15

SPY2.12

MSFT2.08

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
DLN
6.61%
LARGECAP DIVID
XOM
5.62%
COM
SHY
4.26%
1-3 YR TR BD ETF
IWF
3.76%
RUS 1000 GRW ETF
AAPL
3.59%
COM
USMV
2.71%
USA MIN VOL ETF
DVY
2.42%
SELECT DIVID ETF
JNJ
2.15%
COM
SPY
2.12%
TR UNIT
MSFT
2.08%
COM
PG
1.91%
COM
IWP
1.84%
RUS MD CP GR ETF
INTC
1.75%
COM
IJR
1.7%
CORE S&P SCP ETF
HON
1.65%
COM
SBUX
1.54%
COM
WM
1.49%
COM
PEP
1.47%
COM
BA
1.45%
COM
MMM
1.37%
COM
LQD
1.27%
IBOXX INV CP ETF
AMGN
1.26%
COM
PAYX
1.25%
COM
KO
1.21%
COM
IWD
1.19%
RUS 1000 VAL ETF
CVS
1.18%
COM
UTX
1.18%
COM
RY
1.18%
COM
UPS
1.05%
CL B
BND
1.02%
TOTAL BND MRKT
MET
1%
COM
CL
1%
COM
JPEM
0.96%
DIV RTN EM EQT
QQQ
0.94%
UNIT SER 1
IJH
0.92%
CORE S&P MCP ETF
JPM
0.9%
COM
CVX
0.87%
COM
EXR
0.84%
COM
IWB
0.81%
RUS 1000 ETF
CCI
0.8%
COM
IP
0.79%
COM
QCOM
0.79%
COM
VEA
0.78%
FTSE DEV MKT ETF
IEF
0.73%
7-10 Y TR BD ETF
WFC
0.72%
COM
KMB
0.7%
COM
SO
0.68%
COM
VNQ
0.63%
REIT ETF
AMZN
0.63%
COM
TOT
0.6%
SPONSORED ADR
IWN
0.58%
RUS 2000 VAL ETF
ES
0.54%
COM
IVV
0.5%
CORE S&P500 ETF
BRK.A
0.5%
CL A
JPIN
0.48%
DIV RTN INT EQ
XLK
0.47%
TECHNOLOGY
T
0.47%
COM
IWS
0.46%
RUS MDCP VAL ETF
IDV
0.45%
INTL SEL DIV ETF
DON
0.42%
MIDCAP DIVI FD
VWO
0.42%
FTSE EMR MKT ETF
PFF
0.4%
U.S. PFD STK ETF
EV
0.4%
COM NON VTG
BRK.B
0.39%
CL B NEW
TIP
0.36%
TIPS BD ETF
VOD
0.36%
SPNSR ADR NO PAR
TRV
0.35%
COM
IWO
0.34%
RUS 2000 GRW ETF
BSM
0.33%
COM UNIT
XLF
0.33%
SBI INT-FINL
HYG
0.32%
IBOXX HI YD ETF
GLD
0.31%
GOLD SHS
DES
0.31%
SMALLCAP DIVID
VZ
0.3%
COM
MFC
0.29%
COM
PFE
0.27%
COM
GOOG
0.26%
CAP STK CL C
FB
0.26%
CL A
CSCO
0.24%
COM
DIS
0.24%
COM DISNEY
DUK
0.22%
COM NEW
GOOGL
0.21%
CAP STK CL A
DIA
0.21%
UT SER 1
NEE
0.2%
COM
MRK
0.19%
COM
EFA
0.19%
MSCI EAFE ETF
DIM
0.19%
INTL MIDCAP DV
ED
0.18%
COM
NUAN
0.17%
COM
SYY
0.17%
COM
RSP
0.17%
S&P500 EQL WGT
BAC
0.17%
COM
STT
0.16%
COM
IWV
0.15%
RUSSELL 3000 ETF
MDY
0.15%
UTSER1 S&PDCRP
IWM
0.15%
RUSSELL 2000 ETF
DLS
0.14%
INTL SMCAP DIV
ABBV
0.14%
COM
CSJ
0.14%
1-3 YR CR BD ETF
AGG
0.13%
CORE TOTUSBD ETF
DWM
0.13%
DEFA FD
NTNX
0.12%
CL A
ADP
0.12%
COM
ABT
0.12%
COM
MCD
0.12%
COM
ORCL
0.12%
COM
BMY
0.12%
COM
EMR
0.11%
COM
DTD
0.11%
TOTAL DIVID FD
IBM
0.11%
COM
ACN
0.11%
SHS CLASS A
BSX
0.1%
COM
LLY
0.1%
COM
V
0.09%
COM CL A
HD
0.09%
COM
BX
0.08%
COM UNIT LTD
VOO
0.08%
SHS
NFLX
0.08%
COM
PID
0.08%
INTL DIVI ACHI
PFM
0.08%
DIVID ACHIEVEV
SYK
0.07%
COM
ITW
0.07%
COM
LMT
0.07%
COM
GD
0.07%
COM
COST
0.07%
COM
CHD
0.07%
COM
DOL
0.07%
INTL LRGCAP DV
RTN
0.07%
COM NEW
DRI
0.06%
COM
COP
0.06%
COM
DTN
0.06%
DIV EX-FINL FD
GE
0.06%
COM
BPL
0.06%
UNIT LTD PARTN
VTI
0.06%
TOTAL STK MKT
GILD
0.06%
COM
C
0.06%
COM NEW
BR
0.06%
COM
DLR
0.05%
COM
NSC
0.05%
COM
GSK
0.05%
SPONSORED ADR
LLL
0.05%
COM
ZTS
0.05%
CL A
LRCX
0.05%
COM
INTU
0.05%
COM
DWDP
0.05%
COM
MA
0.05%
CL A
AMLP
0.05%
ALERIAN MLP
EVRG
0.05%
COM
TSLA
0.05%
COM
CAT
0.05%
COM
CMCSA
0.04%
CL A
WMT
0.04%
COM
NEOG
0.04%
COM
QQQX
0.04%
SHS
LOW
0.04%
COM
SNA
0.04%
COM
GIS
0.04%
COM
SPGI
0.04%
COM
AMT
0.04%
COM
PM
0.04%
COM
EFAV
0.04%
EAFE MIN VOL ETF
PKI
0.04%
COM
CME
0.04%
COM
CMS
0.04%
COM
WBA
0.04%
COM
NKE
0.04%
CL B
UNP
0.04%
COM
BAX
0.04%
COM
MO
0.04%
COM
MDT
0.04%
SHS
VLO
0.03%
COM
BABA
0.03%
SPONSORED ADS
CDW
0.03%
COM
AXP
0.03%
COM
GPC
0.03%
COM
BAB
0.03%
TAXABLE MUN BD
IYG
0.03%
U.S. FIN SVC ETF
CLX
0.03%
COM
BLK
0.03%
COM
NOVT
0.03%
COM
ABMD
0.03%
COM
DHS
0.03%
EQTY INC ETF
IWR
0.03%
RUS MID-CAP ETF
RPD
0.03%
COM
QRVO
0.03%
COM
SCI
0.03%
COM
BSV
0.03%
SHORT TRM BOND
CPB
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
ENB
0.03%
COM
DEM
0.03%
EMERG MKTS ETF
APD
0.03%
COM
IAU
0.03%
ISHARES
MDLZ
0.03%
CL A
ALL
0.03%
COM
VRSN
0.03%
COM
TXN
0.03%
COM
IYR
0.03%
U.S. REAL ES ETF
IVW
0.03%
S&P 500 GRWT ETF
ROST
0.03%
COM
CASA
0.03%
COM
PYPL
0.03%
COM
XLV
0.02%
SBI HEALTHCARE
EPD
0.02%
COM
CFG
0.02%
COM
IBB
0.02%
NASDQ BIOTEC ETF
VLY
0.02%
COM
M
0.02%
COM
RDS/A
0.02%
SPONS ADR A
DOO
0.02%
INTL DIV EX FINL
PBCT
0.02%
COM
HPE
0.02%
COM
F
0.01%
COM PAR $0.01
EVV
0.01%
COM
SIRI
0.01%
COM
CTACU
0.01%
UNIT 09/30/2023
AEG
0.01%
NY REGISTRY SH
ALSK
< 0.01%
COM
SNOA
< 0.01%
COM
BUD
0.68%
SPONSORED ADR
VEU
0.07%
ALLWRLD EX US
AET
0.05%
COM
STZ
0.04%
CL A
DVMT
0.03%
COM CL V
GS
0.03%
COM
DXC
0.03%
COM
MINT
0.03%
ENHAN SHRT MAT
OXY
0.03%
COM
AAXN
0.03%
COM
TLND
0.03%
ADS
PSX
0.03%
COM
FDX
0.03%
COM
SLB
0.03%
COM
IEFA
0.02%
CORE MSCI EAFE
VIG
0.02%
DIV APP ETF
OC
0.02%
COM
NEN
0.02%
DEPOSITRY RCPT
IXJ
0.02%
GLOB HLTHCRE ETF
PSJ
0.02%
DYNMC SOFTWARE
TJX
0.02%
COM
BP
0.02%
SPONSORED ADR
STMP
0.02%
COM NEW
ATVI
0.02%
COM