HoldingsChannel.com
Funds Holding CWI
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE3,772,781$138,347 06/30/2019
     CWI3,772,781$138,347 06/30/2019
Envestnet Asset Management Inc.3,220,577$77,423 09/30/2019
     CWI3,220,577$77,423 09/30/2019
PNC Financial Services Group Inc.1,995,332$73,168 06/30/2019
     CWI1,995,332$73,168 06/30/2019
Hengehold Capital Management LLC2,298,325$55,252 09/30/2019
     CWI2,298,325$55,252 09/30/2019
Strid Group LLC2,081,706$50,044 09/30/2019
     CWI2,081,706$50,044 09/30/2019
Bank of Montreal Can1,303,034$47,782 06/30/2019
     CWI1,303,034$47,782 06/30/2019
Colony Group LLC1,177,624$43,183 06/30/2019
     CWI1,177,624$43,183 06/30/2019
Suntrust Banks Inc.1,082,776$39,706 06/30/2019
     CWI1,082,776$39,706 06/30/2019
Eastern Bank1,033,113$37,885 06/30/2019
     CWI1,033,113$37,885 06/30/2019
Sequoia Financial Advisors LLC1,220,457$29,340 09/30/2019
     CWI1,220,457$29,340 09/30/2019
Mirae Asset Global Investments Co. Ltd.674,950$24,750 06/30/2019
     CWI674,950$24,750 06/30/2019
State Street Corp655,704$24,045 06/30/2019
     CWI655,704$24,045 06/30/2019
Tanglewood Wealth Management Inc.489,422$17,947 06/30/2019
     CWI489,422$17,947 06/30/2019
Cliftonlarsonallen Wealth Advisors LLC710,503$17,080 09/30/2019
     CWI710,503$17,080 09/30/2019
Cobblestone Capital Advisors LLC NY449,845$16,496 06/30/2019
     CWI449,845$16,496 06/30/2019
Honkamp Krueger Financial Services Inc.419,944$15,412 06/30/2019
     CWI419,944$15,412 06/30/2019
BKD Wealth Advisors LLC403,393$14,792 06/30/2019
     CWI403,393$14,792 06/30/2019
Montecito Bank & Trust363,424$13,105 09/30/2019
     CWI363,424$13,105 09/30/2019
Domani Wealth LLC527,185$12,674 09/30/2019
     CWI527,185$12,674 09/30/2019
Morgan Stanley334,778$12,276 06/30/2019
     CWI334,778$12,276 06/30/2019
Pitcairn Co.320,198$11,742 06/30/2019
     CWI320,198$11,742 06/30/2019
Whittier Trust Co.365,152$8,778 09/30/2019
     CWI365,152$8,778 09/30/2019
Jane Street Group LLC210,706$7,727 06/30/2019
     CWI210,706$7,727 06/30/2019
Wells Fargo & Company MN199,965$7,332 06/30/2019
     CWI199,965$7,332 06/30/2019
UBS Group AG197,616$7,247 06/30/2019
     CWI197,616$7,247 06/30/2019
TIAA FSB286,574$6,889 09/30/2019
     CWI286,574$6,889 09/30/2019
Barnett & Company Inc.184,032$6,748 06/30/2019
     CWI184,032$6,748 06/30/2019
HBK Sorce Advisory LLC168,030$6,162 06/30/2019
     CWI168,030$6,162 06/30/2019
Financial Consulate Inc.238,001$5,722 09/30/2019
     CWI238,001$5,722 09/30/2019
Capital Investment Advisors LLC151,679$5,562 06/30/2019
     CWI151,679$5,562 06/30/2019
Valmark Advisers Inc.149,376$5,478 06/30/2019
     CWI149,376$5,478 06/30/2019
HighTower Advisors LLC137,118$5,018 06/30/2019
     CWI137,118$5,018 06/30/2019
Ameriprise Financial Inc.132,795$4,954 06/30/2019
     CWI132,795$4,954 06/30/2019
Flow Traders U.S. LLC132,875$4,873 06/30/2019
     CWI132,875$4,873 06/30/2019
First Personal Financial Services191,433$4,602 09/30/2019
     CWI191,433$4,602 09/30/2019
Citizens Financial Group Inc RI121,967$4,473 06/30/2019
     CWI121,967$4,473 06/30/2019
Courage Miller Partners LLC180,074$4,329 09/30/2019
     CWI180,074$4,329 09/30/2019
Captrust Financial Advisors111,050$4,072 06/30/2019
     CWI111,050$4,072 06/30/2019
Abbrea Capital LLC100,651$3,691 06/30/2019
     CWI100,651$3,691 06/30/2019
Commonwealth Equity Services LLC93,602$3,432 06/30/2019
     CWI93,602$3,432 06/30/2019
Iowa State Bank139,325$3,349 09/30/2019
     CWI139,325$3,349 09/30/2019
Goldman Sachs Group Inc.89,076$3,266 06/30/2019
     CWI89,076$3,266 06/30/2019
Cambridge Investment Research Advisors Inc.89,061$3,266 06/30/2019
     CWI89,061$3,266 06/30/2019
United Capital Financial Advisers LLC86,742$3,181 06/30/2019
     CWI86,742$3,181 06/30/2019
Advisor Group Inc.78,356$2,874 06/30/2019
     CWI78,356$2,874 06/30/2019
CLS Investments LLC76,958$2,822 06/30/2019
     CWI76,958$2,822 06/30/2019
Krilogy Financial LLC69,855$2,562 06/30/2019
     CWI69,855$2,562 06/30/2019
Northwest Investment Counselors LLC68,250$2,503 06/30/2019
     CWI68,250$2,503 06/30/2019
Tiemann Investment Advisors LLC67,686$2,482 06/30/2019
     CWI67,686$2,482 06/30/2019
Citadel Advisors LLC66,331$2,432 06/30/2019
     CWI66,331$2,432 06/30/2019
Bank of New York Mellon Corp61,868$2,269 06/30/2019
     CWI61,868$2,269 06/30/2019
Wambolt & Associates LLC92,780$2,230 09/30/2019
     CWI92,780$2,230 09/30/2019
Green Square Capital LLC57,738$2,117 06/30/2019
     CWI57,738$2,117 06/30/2019
SVA Wealth Management LLC56,307$2,065 06/30/2019
     CWI56,307$2,065 06/30/2019
Wooster Corthell Wealth Management Inc.53,762$1,971 06/30/2019
     CWI53,762$1,971 06/30/2019
Janney Montgomery Scott LLC50,416$1,849 06/30/2019
     CWI50,416$1,849 06/30/2019
Gradient Investments LLC69,209$1,664 09/30/2019
     CWI69,209$1,664 09/30/2019
Prestige Wealth Management Group LLC43,293$1,588 06/30/2019
     CWI43,293$1,588 06/30/2019
Prime Capital Investment Advisors LLC42,420$1,556 06/30/2019
     CWI42,420$1,556 06/30/2019
Balasa Dinverno & Foltz LLC42,393$1,555 06/30/2019
     CWI42,393$1,555 06/30/2019
Parametric Portfolio Associates LLC42,357$1,553 06/30/2019
     CWI42,357$1,553 06/30/2019
Klingenstein Fields & Co. LLC41,279$1,514 06/30/2019
     CWI41,279$1,514 06/30/2019
Raymond James Financial Services Advisors Inc.40,999$1,503 06/30/2019
     CWI40,999$1,503 06/30/2019
Sage Financial Group Inc.38,550$1,414 06/30/2019
     CWI38,550$1,414 06/30/2019
RKL Wealth Management LLC37,539$1,380 06/30/2019
     CWI37,539$1,380 06/30/2019
Boston Advisors LLC37,075$1,360 06/30/2019
     CWI37,075$1,360 06/30/2019
Colton Groome Financial Advisors LLC36,768$1,348 06/30/2019
     CWI36,768$1,348 06/30/2019
LPL Financial LLC36,097$1,324 06/30/2019
     CWI36,097$1,324 06/30/2019
Nisa Investment Advisors LLC54,750$1,316 09/30/2019
     CWI54,750$1,316 09/30/2019
First Commonwealth Financial Corp PA33,540$1,230 06/30/2019
     CWI33,540$1,230 06/30/2019
Private Advisor Group LLC32,982$1,209 06/30/2019
     CWI32,982$1,209 06/30/2019
Financial Counselors Inc.32,832$1,204 06/30/2019
     CWI32,832$1,204 06/30/2019
Newman Dignan & Sheerar Inc.49,319$1,186 09/30/2019
     CWI49,319$1,186 09/30/2019
Cetera Advisors LLC31,585$1,160 06/30/2019
     CWI31,585$1,160 06/30/2019
Strategic Financial Group LLC28,268$1,037 06/30/2019
     CWI28,268$1,037 06/30/2019
ARS Investment Partners LLC27,266$1,000 06/30/2019
     CWI27,266$1,000 06/30/2019
United Income Inc.26,548$974 06/30/2019
     CWI26,548$974 06/30/2019
Mitchell Capital Management Co.25,300$928 06/30/2019
     CWI25,300$928 06/30/2019
Forte Capital LLC ADV37,130$893 09/30/2019
     CWI37,130$893 09/30/2019
Gladstone Institutional Advisory LLC23,564$864 06/30/2019
     CWI23,564$864 06/30/2019
Koshinski Asset Management Inc.22,426$822 06/30/2019
     CWI22,426$822 06/30/2019
Veritable L.P.22,391$821 06/30/2019
     CWI22,391$821 06/30/2019
Royal Bank of Canada20,786$762 06/30/2019
     CWI20,786$762 06/30/2019
Sheets Smith Wealth Management19,890$729 06/30/2019
     CWI19,890$729 06/30/2019
Blair William & Co. IL18,438$676 06/30/2019
     CWI18,438$676 06/30/2019
Pure Financial Advisors Inc.27,886$670 09/30/2019
     CWI27,886$670 09/30/2019
SNS Financial Group LLC17,430$639 06/30/2019
     CWI17,430$639 06/30/2019
Bailard Inc.25,776$620 09/30/2019
     CWI25,776$620 09/30/2019
Howard Financial Services LTD.16,383$601 06/30/2019
     CWI16,383$601 06/30/2019
Voya Financial Advisors Inc.16,299$596 06/30/2019
     CWI16,299$596 06/30/2019
Windsor Group LTD25,365$592 09/30/2019
     CWI25,365$592 09/30/2019
Virtu Financial LLC15,986$586 06/30/2019
     CWI15,986$586 06/30/2019
Atria Investments LLC16,429$565 06/30/2019
     CWI16,429$565 06/30/2019
Stratos Wealth Advisors LLC15,278$560 06/30/2019
     CWI15,278$560 06/30/2019
Mutual Advisors LLC14,371$527 06/30/2019
     CWI14,371$527 06/30/2019
Wela Strategies Inc.14,184$520 06/30/2019
     CWI14,184$520 06/30/2019
FDx Advisors Inc.13,548$497 06/30/2019
     CWI13,548$497 06/30/2019
Evanson Asset Management LLC20,436$491 09/30/2019
     CWI20,436$491 09/30/2019
Financial Advisors LLC13,129$481 06/30/2019
     CWI13,129$481 06/30/2019
Kohmann Bosshard Financial Services LLC18,978$456 09/30/2019
     CWI18,978$456 09/30/2019
Synovus Financial Corp11,817$433 06/30/2019
     CWI11,817$433 06/30/2019
Covenant Multifamily Offices LLC11,778$432 06/30/2019
     CWI11,778$432 06/30/2019
Chesley Taft & Associates LLC17,524$421 09/30/2019
     CWI17,524$421 09/30/2019
Relaxing Retirement Coach11,313$416 06/30/2019
     CWI11,313$416 06/30/2019
Sharkey Howes & Javer11,319$415 06/30/2019
     CWI11,319$415 06/30/2019
US Bancorp DE11,250$413 06/30/2019
     CWI11,250$413 06/30/2019
Marietta Wealth Management LLC10,789$396 06/30/2019
     CWI10,789$396 06/30/2019
Bernardo Wealth Planning LLC10,695$392 06/30/2019
     CWI10,695$392 06/30/2019
MML Investors Services LLC10,448$383 06/30/2019
     CWI10,448$383 06/30/2019
Lenox Wealth Advisors LLC15,512$373 09/30/2019
     CWI15,512$373 09/30/2019
Retirement Planning Group9,987$366 06/30/2019
     CWI9,987$366 06/30/2019
Cambridge Trust Co.9,872$362 06/30/2019
     CWI9,872$362 06/30/2019
QCI Asset Management Inc. NY9,630$353 06/30/2019
     CWI9,630$353 06/30/2019
First Republic Investment Management Inc.9,565$351 06/30/2019
     CWI9,565$351 06/30/2019
Massey Quick Simon & CO. LLC14,363$345 09/30/2019
     CWI14,363$345 09/30/2019
CIBC Private Wealth Group LLC12,586$303 09/30/2019
     CWI12,586$303 09/30/2019
Wealth Architects LLC7,918$290 06/30/2019
     CWI7,918$290 06/30/2019
Radnor Capital Management LLC12,000$288 09/30/2019
     CWI12,000$288 09/30/2019
Deutsche Bank AG7,511$274 06/30/2019
     CWI7,511$274 06/30/2019
Brown Advisory Inc.7,000$257 06/30/2019
     CWI7,000$257 06/30/2019
BOKF NA6,962$255 06/30/2019
     CWI6,962$255 06/30/2019
Sullivan Bruyette Speros & Blaney LLC6,882$252 06/30/2019
     CWI6,882$252 06/30/2019
Wealthsource Partners LLC6,816$250 06/30/2019
     CWI6,816$250 06/30/2019
JFS Wealth Advisors LLC6,757$248 06/30/2019
     CWI6,757$248 06/30/2019
Brightworth6,756$248 06/30/2019
     CWI6,756$248 06/30/2019
LeJeune Puetz Investment Counsel LLC6,250$229 06/30/2019
     CWI6,250$229 06/30/2019
Trustcore Financial Services LLC5,934$218 06/30/2019
     CWI5,934$218 06/30/2019
JPMorgan Chase & Co.5,371$196 06/30/2019
     CWI5,371$196 06/30/2019
Investors Research Corp8,098$195 09/30/2019
     CWI8,098$195 09/30/2019
Capital Analysts LLC4,318$158 06/30/2019
     CWI4,318$158 06/30/2019
Ladenburg Thalmann Financial Services Inc.3,466$127 06/30/2019
     CWI3,466$127 06/30/2019
Arbor Wealth Management LLC3,028$111 06/30/2019
     CWI3,028$111 06/30/2019
FMR LLC2,664$98 06/30/2019
     CWI2,664$98 06/30/2019
Glenmede Trust Co. NA2,113$76 06/30/2019
     CWI2,113$76 06/30/2019
Fifth Third Bancorp1,545$57 06/30/2019
     CWI1,545$57 06/30/2019
Advisory Services Network LLC1,388$51 06/30/2019
     CWI1,388$51 06/30/2019
Burt Wealth Advisors1,322$48 06/30/2019
     CWI1,322$48 06/30/2019
Whittier Trust Co. of Nevada Inc.1,820$44 09/30/2019
     CWI1,820$44 09/30/2019
Howe & Rusling Inc.1,200$44 06/30/2019
     CWI1,200$44 06/30/2019
Bedel Financial Consulting Inc.1,574$38 09/30/2019
     CWI1,574$38 09/30/2019
Lenox Wealth Management Inc.862$31 06/30/2019
     CWI862$31 06/30/2019
Signaturefd LLC1,162$28 09/30/2019
     CWI1,162$28 09/30/2019
Citigroup Inc.745$27 06/30/2019
     CWI745$27 06/30/2019
Valeo Financial Advisors LLC1,068$26 09/30/2019
     CWI1,068$26 09/30/2019
MCF Advisors LLC953$23 09/30/2019
     CWI953$23 09/30/2019
Mycio Wealth Partners LLC532$20 06/30/2019
     CWI532$20 06/30/2019
Coastal Capital Group Inc.500$18 06/30/2019
     CWI500$18 06/30/2019
Liberty Wealth Management LLC492$18 06/30/2019
     CWI492$18 06/30/2019
NEXT Financial Group Inc505$12 09/30/2019
     CWI505$12 09/30/2019
Roble Belko & Company Inc315$12 06/30/2019
     CWI315$12 06/30/2019
CENTRAL TRUST Co300$11 06/30/2019
     CWI300$11 06/30/2019
Steward Partners Investment Advisory LLC312$11 06/30/2019
     CWI312$11 06/30/2019
Bartlett & Co. LLC221$8 06/30/2019
     CWI221$8 06/30/2019
Crewe Advisors LLC220$8 06/30/2019
     CWI220$8 06/30/2019
Resources Investment Advisors LLC.200$7 06/30/2019
     CWI200$7 06/30/2019
Duncker Streett & Co. Inc.135$5 06/30/2019
     CWI135$5 06/30/2019
Transamerica Financial Advisors Inc.125$5 06/30/2019
     CWI125$5 06/30/2019
Patriot Financial Group Insurance Agency LLC111$4 06/30/2019
     CWI111$4 06/30/2019
BlackRock Inc.29$1 06/30/2019
     CWI29$1 06/30/2019
Hudock Capital Group LLC35$1 06/30/2019
     CWI35$1 06/30/2019
TCG Advisors LP40$1 06/30/2019
     CWI40$1 06/30/2019
Carroll Financial Associates Inc.28$0 09/30/2019
     CWI28$0 09/30/2019
Proequities Inc.0$0 06/30/2019
     CWI0$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     CWI1$0 06/30/2019

See Summary: Institutional Holders of CWI
See Details: Top 10 Hedge Funds Holding CWI
Also See: CWI Holdings Changes

Quotes delayed 20 minutes

Funds Holding CWI | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.