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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
62
9
5
1
4
0
41
6
3
WADE G W INC

Time Period2019-03-31

Total Holdings229

Total Value ($x1000)1,058,021
Activities
New23

Increased118

Unchanged36

Decreased52

Sold Out13

Top 10 Stock Holdingstotal 33.74%
XOM6.2

DLN6.14

IWF3.86

USMV3.29

AAPL3.25

 
SHY2.52

DVY2.34

MSFT2.12

JNJ2.05

SPY1.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XOM
6.2%
COM
DLN
6.14%
LARGECAP DIVID
IWF
3.86%
RUS 1000 GRW ETF
USMV
3.29%
USA MIN VOL ETF
AAPL
3.25%
COM
SHY
2.52%
1-3 YR TR BD ETF
DVY
2.34%
SELECT DIVID ETF
MSFT
2.12%
COM
JNJ
2.05%
COM
SPY
1.97%
TR UNIT
PG
1.94%
COM
IJR
1.86%
CORE S&P SCP ETF
IWP
1.86%
RUS MD CP GR ETF
INTC
1.75%
COM
HON
1.74%
COM
SBUX
1.67%
COM
WM
1.58%
COM
BA
1.53%
COM
AMGN
1.49%
COM
PEP
1.44%
COM
PAYX
1.36%
COM
MMM
1.34%
COM
UTX
1.29%
COM
IWD
1.17%
RUS 1000 VAL ETF
LQD
1.16%
IBOXX INV CP ETF
RY
1.15%
COM
IJH
1.1%
CORE S&P MCP ETF
UPS
1.07%
CL B
KO
1.06%
COM
CL
1.05%
COM
MET
0.99%
COM
IP
0.99%
COM
SO
0.96%
COM
JPEM
0.94%
DIV RTN EM EQT
QQQ
0.94%
UNIT SER 1
ACN
0.93%
SHS CLASS A
WFC
0.92%
COM
T
0.87%
COM
EXR
0.87%
COM
CVX
0.86%
COM
CCI
0.85%
COM
IWB
0.83%
RUS 1000 ETF
VEA
0.78%
FTSE DEV MKT ETF
CVS
0.75%
COM
VOD
0.74%
SPNSR ADR NO PAR
JPM
0.73%
COM
QCOM
0.71%
COM
KMB
0.69%
COM
AMZN
0.68%
COM
VNQ
0.66%
REIT ETF
IEF
0.66%
7-10 Y TR BD ETF
TOT
0.6%
SPONSORED ADR
BND
0.58%
TOTAL BND MRKT
MFC
0.58%
COM
IWN
0.56%
RUS 2000 VAL ETF
ES
0.53%
COM
JPIN
0.5%
DIV RTN INT EQ
IVV
0.49%
CORE S&P500 ETF
XLK
0.47%
TECHNOLOGY
IWS
0.45%
RUS MDCP VAL ETF
BRK.A
0.43%
CL A
DON
0.42%
MIDCAP DIVI FD
VWO
0.42%
FTSE EMR MKT ETF
IDV
0.4%
INTL SEL DIV ETF
EV
0.38%
COM NON VTG
BRK.B
0.34%
CL B NEW
TIP
0.33%
TIPS BD ETF
BSM
0.33%
COM UNIT
DES
0.32%
SMALLCAP DIVID
HYG
0.3%
IBOXX HI YD ETF
FB
0.29%
CL A
CSCO
0.27%
COM
VZ
0.27%
COM
GOOG
0.27%
CAP STK CL C
IWO
0.27%
RUS 2000 GRW ETF
GLD
0.26%
GOLD SHS
XLF
0.26%
SBI INT-FINL
PFF
0.25%
U.S. PFD STK ETF
PFE
0.23%
COM
TRV
0.22%
COM
GOOGL
0.22%
CAP STK CL A
DIS
0.22%
COM DISNEY
DUK
0.2%
COM NEW
DIA
0.2%
UT SER 1
EFA
0.2%
MSCI EAFE ETF
NUAN
0.19%
COM
NEE
0.19%
COM
MRK
0.19%
COM
ED
0.17%
COM
RSP
0.17%
S&P500 EQL WGT
BAC
0.17%
COM
IWV
0.15%
RUSSELL 3000 ETF
DIM
0.15%
INTL MIDCAP DV
MDY
0.15%
UTSER1 S&PDCRP
STT
0.15%
COM
IWM
0.14%
RUSSELL 2000 ETF
DLS
0.13%
INTL SMCAP DIV
ADP
0.13%
COM
IBM
0.13%
COM
SYY
0.13%
COM
CSJ
0.12%
1-3 YR CR BD ETF
DWM
0.12%
DEFA FD
NTNX
0.12%
CL A
AGG
0.12%
CORE TOTUSBD ETF
ABT
0.12%
COM
LLY
0.12%
COM
MCD
0.11%
COM
EMR
0.11%
COM
DTD
0.11%
TOTAL DIVID FD
V
0.1%
COM CL A
COST
0.1%
COM
BSX
0.1%
COM
HD
0.09%
COM
NFLX
0.09%
COM
BMY
0.09%
COM
BX
0.09%
COM UNIT LTD
ABBV
0.08%
COM
SYK
0.08%
COM
LMT
0.08%
COM
GE
0.08%
COM
ITW
0.07%
COM
VTI
0.07%
TOTAL STK MKT
INOV
0.07%
CL A
RTN
0.07%
COM NEW
DRI
0.07%
COM
ORCL
0.07%
COM
GD
0.07%
COM
CHD
0.06%
COM
DOL
0.06%
INTL LRGCAP DV
SPGI
0.06%
COM
BPL
0.06%
UNIT LTD PARTN
DTN
0.06%
DIV EX-FINL FD
INTU
0.06%
COM
LRCX
0.06%
COM
NSC
0.06%
COM
C
0.06%
COM NEW
MA
0.06%
CL A
COP
0.06%
COM
LLL
0.06%
COM
ZTS
0.06%
CL A
GILD
0.05%
COM
AMLP
0.05%
ALERIAN MLP
GIS
0.05%
COM
DELL
0.05%
CL C
CMCSA
0.05%
CL A
AMT
0.05%
COM
LOW
0.04%
COM
EVRG
0.04%
COM
DWDP
0.04%
COM
FIS
0.04%
COM
RPD
0.04%
COM
A
0.04%
COM
QQQX
0.04%
SHS
CAT
0.04%
COM
MPC
0.04%
COM
PKI
0.04%
COM
BABA
0.04%
SPONSORED ADS
PM
0.04%
COM
UNP
0.04%
COM
NEOG
0.04%
COM
RJF
0.04%
COM
NKE
0.04%
CL B
BAX
0.04%
COM
MO
0.04%
COM
NOVT
0.04%
COM
TSLA
0.04%
COM
ZION
0.04%
COM
BIOX
0.03%
SHS
VLO
0.03%
COM
CDW
0.03%
COM
AXP
0.03%
COM
WMT
0.03%
COM
GPC
0.03%
COM
CME
0.03%
COM
MDT
0.03%
SHS
PEG
0.03%
COM
IYG
0.03%
U.S. FIN SVC ETF
QRVO
0.03%
COM
BLK
0.03%
COM
TXN
0.03%
COM
DHS
0.03%
EQTY INC ETF
ENB
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
CLX
0.03%
COM
BAB
0.03%
TAXABLE MUN BD
CPB
0.03%
COM
CTAS
0.03%
COM
PYPL
0.03%
COM
DEM
0.03%
EMERG MKTS ETF
ARE
0.03%
COM
MDLZ
0.03%
CL A
ALL
0.03%
COM
BSV
0.03%
SHORT TRM BOND
IYR
0.03%
U.S. REAL ES ETF
ANTM
0.03%
COM
DLR
0.03%
COM
SCI
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
EPD
0.03%
COM
ROST
0.02%
COM
VTV
0.02%
VALUE ETF
IAU
0.02%
ISHARES
ABMD
0.02%
COM
CFG
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
UNH
0.02%
COM
VLY
0.02%
COM
SDY
0.02%
S&P DIVID ETF
EEM
0.02%
MSCI EMG MKT ETF
VIG
0.02%
DIV APP ETF
IBB
0.02%
NASDQ BIOTEC ETF
RDS/A
0.02%
SPONS ADR A
DOO
0.02%
INTL DIV EX FINL
PSX
0.02%
COM
D
0.02%
COM
FISV
0.02%
COM
AAXN
0.02%
COM
NEN
0.02%
DEPOSITRY RCPT
IXJ
0.02%
GLOB HLTHCRE ETF
PBCT
0.02%
COM
F
0.02%
COM PAR $0.01
CNST
0.02%
COM
HPE
0.01%
COM
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
VOO
0.08%
SHS
PID
0.08%
INTL DIVI ACHI
PFM
0.08%
DIVID ACHIEVEV
BR
0.06%
COM
GSK
0.05%
SPONSORED ADR
SNA
0.04%
COM
EFAV
0.04%
EAFE MIN VOL ETF
CMS
0.04%
COM
WBA
0.04%
COM
APD
0.03%
COM
VRSN
0.03%
COM
CASA
0.03%
COM
M
0.02%
COM