HoldingsChannel.com
Funds Holding WSO
HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.3,659,319$578,281 03/31/2020
     WSO3,659,319$578,281 03/31/2020
Vanguard Group Inc.3,130,474$494,709 03/31/2020
     WSO3,130,474$494,709 03/31/2020
Baillie Gifford & Co.1,658,005$294,628 06/30/2020
     WSO1,658,005$294,628 06/30/2020
Capital World Investors1,175,915$185,830 03/31/2020
     WSO1,175,915$185,830 03/31/2020
Charles Schwab Investment Management Inc.1,102,993$174,306 03/31/2020
     WSO1,102,993$174,306 03/31/2020
Wellington Management Group LLP998,529$157,797 03/31/2020
     WSO998,529$157,797 03/31/2020
Neuberger Berman Group LLC890,302$140,725 03/31/2020
     WSO890,302$140,725 03/31/2020
FMR LLC883,398$139,604 03/31/2020
     WSO883,398$139,604 03/31/2020
DAVENPORT & Co LLC750,644$133,389 06/30/2020
     WSO750,644$133,389 06/30/2020
State Street Corp832,698$131,591 03/31/2020
     WSO832,698$131,591 03/31/2020
Wells Fargo & Company MN654,189$103,382 03/31/2020
     WSO654,189$103,382 03/31/2020
Kayne Anderson Rudnick Investment Management LLC605,051$95,618 03/31/2020
     WSO605,051$95,618 03/31/2020
Blair William & Co. IL602,346$95,189 03/31/2020
     WSO602,346$95,189 03/31/2020
Bank of New York Mellon Corp584,382$92,350 03/31/2020
     WSO584,382$92,350 03/31/2020
Epoch Investment Partners Inc.552,818$87,362 03/31/2020
     WSO552,818$87,362 03/31/2020
Markel Corp397,000$70,547 06/30/2020
     WSO397,000$70,547 06/30/2020
Geode Capital Management LLC415,978$65,736 03/31/2020
     WSO415,978$65,736 03/31/2020
Price T Rowe Associates Inc. MD395,513$62,503 03/31/2020
     WSO395,513$62,503 03/31/2020
Boston Financial Mangement LLC348,502$61,929 06/30/2020
     WSO348,502$61,929 06/30/2020
Ameriprise Financial Inc.367,669$58,096 03/31/2020
     WSO367,669$58,096 03/31/2020
Ninety One UK Ltd352,548$55,713 03/31/2020
     WSO352,548$55,713 03/31/2020
First Trust Advisors LP299,369$53,198 06/30/2020
     WSO299,369$53,198 06/30/2020
Nuveen Asset Management LLC327,802$51,803 03/31/2020
     WSO327,802$51,803 03/31/2020
Carlson Capital L P300,404$47,473 03/31/2020
     WSO300,404$47,473 03/31/2020
Raymond James & Associates262,972$46,731 06/30/2020
     WSO262,972$46,731 06/30/2020
Anchor Capital Advisors LLC253,914$45,121 06/30/2020
     WSO253,914$45,121 06/30/2020
Northern Trust Corp284,902$45,024 03/31/2020
     WSO284,902$45,024 03/31/2020
Invesco Ltd.271,375$42,886 03/31/2020
     WSO271,375$42,886 03/31/2020
Caledonia Investments PLC268,784$42,473 03/31/2020
     WSO268,784$42,473 03/31/2020
Dimensional Fund Advisors LP $40,663 03/31/2020
     WSO243,702$38,507 03/31/2020
     WSO.B13,795$2,156 03/31/2020
Goldman Sachs Group Inc.257,165$40,640 03/31/2020
     WSO257,165$40,640 03/31/2020
First Republic Investment Management Inc.254,456$40,212 03/31/2020
     WSO254,456$40,212 03/31/2020
Dearborn Partners LLC200,399$35,611 06/30/2020
     WSO200,399$35,611 06/30/2020
Mitsubishi UFJ Trust & Banking Corp224,574$35,489 03/31/2020
     WSO224,574$35,489 03/31/2020
GW&K Investment Management LLC195,657$34,768 06/30/2020
     WSO195,657$34,768 06/30/2020
Bahl & Gaynor Inc.215,490$34,054 03/31/2020
     WSO215,490$34,054 03/31/2020
Welch & Forbes LLC186,713$33,179 06/30/2020
     WSO186,713$33,179 06/30/2020
Bank of America Corp DE201,639$31,864 03/31/2020
     WSO201,639$31,864 03/31/2020
Howland Capital Management LLC160,702$28,557 06/30/2020
     WSO160,702$28,557 06/30/2020
Motley Fool Asset Management LLC172,632$27,281 03/31/2020
     WSO172,632$27,281 03/31/2020
WASHINGTON TRUST Co145,050$25,278 06/30/2020
     WSO145,050$25,278 06/30/2020
New York State Common Retirement Fund141,000$25,056 06/30/2020
     WSO141,000$25,056 06/30/2020
Schwartz Investment Counsel Inc.136,700$24,292 06/30/2020
     WSO136,700$24,292 06/30/2020
Royce & Associates LP128,566$22,846 06/30/2020
     WSO128,566$22,846 06/30/2020
JPMorgan Chase & Co.125,252$22,257 06/30/2020
     WSO125,252$22,257 06/30/2020
Riverbridge Partners LLC122,743$21,811 06/30/2020
     WSO122,743$21,811 06/30/2020
Captrust Financial Advisors128,250$20,260 03/31/2020
     WSO128,250$20,260 03/31/2020
Natixis Advisors L.P.111,966$19,896 06/30/2020
     WSO111,966$19,896 06/30/2020
Nordea Investment Management AB125,172$19,011 03/31/2020
     WSO125,172$19,011 03/31/2020
Motley Fool Wealth Management LLC116,707$18,443 03/31/2020
     WSO116,707$18,443 03/31/2020
Principal Financial Group Inc.102,998$18,302 06/30/2020
     WSO102,998$18,302 06/30/2020
KAMES CAPITAL plc100,629$17,875 06/30/2020
     WSO100,629$17,875 06/30/2020
Geneva Capital Management LLC110,986$17,539 03/31/2020
     WSO110,986$17,539 03/31/2020
Handelsbanken Fonder AB107,500$16,988 03/31/2020
     WSO107,500$16,988 03/31/2020
Rhumbline Advisers107,025$16,913 03/31/2020
     WSO107,025$16,913 03/31/2020
Victory Capital Management Inc.94,355$16,767 06/30/2020
     WSO94,355$16,767 06/30/2020
Renaissance Technologies LLC $14,938 03/31/2020
     WSO93,242$14,735 03/31/2020
     WSO.B1,300$203 03/31/2020
Aviva PLC93,048$14,704 03/31/2020
     WSO93,048$14,704 03/31/2020
Retirement Systems of Alabama80,253$14,261 06/30/2020
     WSO80,253$14,261 06/30/2020
Legal & General Group Plc86,870$13,728 03/31/2020
     WSO86,870$13,728 03/31/2020
Morgan Stanley $13,633 03/31/2020
     WSO85,372$13,492 03/31/2020
     WSO.B900$141 03/31/2020
The Manufacturers Life Insurance Company 77,459$13,498 06/30/2020
     WSO77,459$13,498 06/30/2020
California Public Employees Retirement System73,592$13,077 06/30/2020
     WSO73,592$13,077 06/30/2020
Swiss National Bank73,044$12,980 06/30/2020
     WSO73,044$12,980 06/30/2020
Quantum Capital Management LLC NJ80,194$12,673 03/31/2020
     WSO80,194$12,673 03/31/2020
Thrivent Financial for Lutherans77,079$12,180 03/31/2020
     WSO77,079$12,180 03/31/2020
Eagle Asset Management Inc.68,230$11,890 06/30/2020
     WSO68,230$11,890 06/30/2020
Scharf Investments LLC65,356$11,614 06/30/2020
     WSO65,356$11,614 06/30/2020
Bank of Nova Scotia64,103$11,391 06/30/2020
     WSO64,103$11,391 06/30/2020
Parametric Portfolio Associates LLC71,564$11,309 03/31/2020
     WSO71,564$11,309 03/31/2020
Frontier Capital Management Co. LLC62,336$11,077 06/30/2020
     WSO62,336$11,077 06/30/2020
Cambridge Trust Co.46,771$10,916 06/30/2020
     WSO46,771$10,916 06/30/2020
American Century Companies Inc.63,697$10,066 03/31/2020
     WSO63,697$10,066 03/31/2020
American International Group Inc.63,663$10,061 03/31/2020
     WSO63,663$10,061 03/31/2020
Pennsylvania Trust Co63,389$10,017 03/31/2020
     WSO63,389$10,017 03/31/2020
Conestoga Capital Advisors LLC55,674$9,893 06/30/2020
     WSO55,674$9,893 06/30/2020
Stock Yards Bank & Trust Co.54,214$9,634 06/30/2020
     WSO54,214$9,634 06/30/2020
Pembroke Management LTD51,241$9,106 06/30/2020
     WSO51,241$9,106 06/30/2020
Teachers Retirement System of The State of Kentucky56,784$8,974 03/31/2020
     WSO56,784$8,974 03/31/2020
Alliancebernstein L.P.55,419$8,758 03/31/2020
     WSO55,419$8,758 03/31/2020
State of Wisconsin Investment Board55,253$8,732 03/31/2020
     WSO55,253$8,732 03/31/2020
California State Teachers Retirement System55,051$8,700 03/31/2020
     WSO55,051$8,700 03/31/2020
Citigroup Inc.54,791$8,659 03/31/2020
     WSO54,791$8,659 03/31/2020
Baird Financial Group Inc.54,324$8,585 03/31/2020
     WSO54,324$8,585 03/31/2020
Grace & White Inc. NY48,075$8,543 06/30/2020
     WSO48,075$8,543 06/30/2020
Southernsun Asset Management LLC53,165$8,402 03/31/2020
     WSO53,165$8,402 03/31/2020
Cynosure Management LLC46,862$8,327 06/30/2020
     WSO46,862$8,327 06/30/2020
Truist Financial Corp51,846$8,192 03/31/2020
     WSO51,846$8,192 03/31/2020
UBS Asset Management Americas Inc.51,808$8,187 03/31/2020
     WSO51,808$8,187 03/31/2020
UBS Group AG $8,181 06/30/2020
     WSO45,463$8,079 06/30/2020
     WSO.B573$102 06/30/2020
Royal Bank of Canada49,992$7,901 03/31/2020
     WSO49,992$7,901 03/31/2020
Advisors Asset Management Inc.49,488$7,821 03/31/2020
     WSO49,488$7,821 03/31/2020
New York State Teachers Retirement System41,854$7,437 06/30/2020
     WSO41,854$7,437 06/30/2020
State Board of Administration of Florida Retirement System41,603$7,393 06/30/2020
     WSO41,603$7,393 06/30/2020
TD Asset Management Inc.46,540$7,354 03/31/2020
     WSO46,540$7,354 03/31/2020
LaFleur & Godfrey LLC39,410$7,003 06/30/2020
     WSO39,410$7,003 06/30/2020
Denali Advisors LLC37,900$6,735 06/30/2020
     WSO37,900$6,735 06/30/2020
Handelsinvest Investeringsforvaltning37,500$6,664 06/30/2020
     WSO37,500$6,664 06/30/2020
Envestnet Asset Management Inc.36,253$6,442 06/30/2020
     WSO36,253$6,442 06/30/2020
Los Angeles Capital Management & Equity Research Inc.35,635$6,332 06/30/2020
     WSO35,635$6,332 06/30/2020
Buckhead Capital Management LLC33,025$5,869 06/30/2020
     WSO33,025$5,869 06/30/2020
Regions Financial Corp32,772$5,824 06/30/2020
     WSO32,772$5,824 06/30/2020
Credit Suisse AG34,890$5,513 03/31/2020
     WSO34,890$5,513 03/31/2020
Mutual of America Capital Management LLC30,644$5,445 06/30/2020
     WSO30,644$5,445 06/30/2020
WINTON GROUP Ltd27,436$4,875 06/30/2020
     WSO27,436$4,875 06/30/2020
Texas Permanent School Fund25,882$4,599 06/30/2020
     WSO25,882$4,599 06/30/2020
Bath Savings Trust Co25,318$4,499 06/30/2020
     WSO25,318$4,499 06/30/2020
Unigestion Holding SA24,954$4,434 06/30/2020
     WSO24,954$4,434 06/30/2020
Running Oak Capital LLC27,245$4,306 03/31/2020
     WSO27,245$4,306 03/31/2020
Marks Group Wealth Management Inc24,006$4,270 06/30/2020
     WSO24,006$4,270 06/30/2020
Wendell David Associates Inc.23,685$4,209 06/30/2020
     WSO23,685$4,209 06/30/2020
Prudential Financial Inc.26,634$4,209 03/31/2020
     WSO26,634$4,209 03/31/2020
Comerica Bank20,645$4,072 06/30/2020
     WSO20,645$4,072 06/30/2020
Ensign Peak Advisors Inc25,485$4,027 03/31/2020
     WSO25,485$4,027 03/31/2020
Stifel Financial Corp24,529$3,880 03/31/2020
     WSO24,529$3,880 03/31/2020
Covington Investment Advisors Inc.24,385$3,854 03/31/2020
     WSO24,385$3,854 03/31/2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA21,573$3,834 06/30/2020
     WSO21,573$3,834 06/30/2020
Aperio Group LLC23,835$3,766 03/31/2020
     WSO23,835$3,766 03/31/2020
Barclays PLC $3,675 03/31/2020
     WSO17,855$2,822 03/31/2020
     Call5,900$932 03/31/2020
     Put500$79 03/31/2020
Crawford Investment Counsel Inc.23,110$3,652 03/31/2020
     WSO23,110$3,652 03/31/2020
DF Dent & Co. Inc.22,929$3,623 03/31/2020
     WSO22,929$3,623 03/31/2020
Advantage Alpha Capital Partners LP22,143$3,499 03/31/2020
     WSO22,143$3,499 03/31/2020
Redmond Asset Management LLC19,343$3,437 06/30/2020
     WSO19,343$3,437 06/30/2020
Holocene Advisors LP20,891$3,301 03/31/2020
     WSO20,891$3,301 03/31/2020
Stratos Wealth Partners LTD.18,339$3,259 06/30/2020
     WSO18,339$3,259 06/30/2020
Arcadia Investment Management Corp MI18,210$3,236 06/30/2020
     WSO18,210$3,236 06/30/2020
Sei Investments Co.17,504$3,194 06/30/2020
     WSO17,504$3,194 06/30/2020
MetLife Investment Management LLC18,741$2,962 03/31/2020
     WSO18,741$2,962 03/31/2020
Ipswich Investment Management Co. Inc.15,832$2,813 06/30/2020
     WSO15,832$2,813 06/30/2020
BNP Paribas Arbitrage SA15,752$2,799 06/30/2020
     WSO15,752$2,799 06/30/2020
Great West Life Assurance Co. Can17,455$2,761 03/31/2020
     WSO17,455$2,761 03/31/2020
Tocqueville Asset Management L.P.17,455$2,758 03/31/2020
     WSO17,455$2,758 03/31/2020
Oppenheimer Asset Management Inc.15,445$2,745 06/30/2020
     WSO15,445$2,745 06/30/2020
Mason Street Advisors LLC17,365$2,744 03/31/2020
     WSO17,365$2,744 03/31/2020
Frontier Wealth Management LLC17,341$2,740 03/31/2020
     WSO17,341$2,740 03/31/2020
Rafferty Asset Management LLC15,393$2,735 06/30/2020
     WSO15,393$2,735 06/30/2020
Nisa Investment Advisors LLC15,350$2,728 06/30/2020
     WSO15,350$2,728 06/30/2020
Susquehanna Fundamental Investments LLC16,856$2,664 03/31/2020
     WSO16,856$2,664 03/31/2020
Vision Capital Management Inc.14,838$2,637 06/30/2020
     WSO14,838$2,637 06/30/2020
Middleton & Co Inc MA14,395$2,558 06/30/2020
     WSO14,395$2,558 06/30/2020
Raymond James Financial Services Advisors Inc.14,068$2,500 06/30/2020
     WSO14,068$2,500 06/30/2020
Naples Global Advisors LLC13,730$2,440 06/30/2020
     WSO13,730$2,440 06/30/2020
Man Group plc14,960$2,364 03/31/2020
     WSO14,960$2,364 03/31/2020
Northstar Investment Advisors LLC12,974$2,305 06/30/2020
     WSO12,974$2,305 06/30/2020
HighTower Advisors LLC12,191$2,177 06/30/2020
     WSO12,191$2,177 06/30/2020
Oregon Public Employees Retirement Fund12,089$2,148 06/30/2020
     WSO12,089$2,148 06/30/2020
Franklin Resources Inc.13,588$2,148 03/31/2020
     WSO13,588$2,148 03/31/2020
Treasurer of the State of North Carolina11,960$2,125 06/30/2020
     WSO11,960$2,125 06/30/2020
Public Employees Retirement System of Ohio13,443$2,124 03/31/2020
     WSO13,443$2,124 03/31/2020
State of Michigan Retirement System11,941$2,122 06/30/2020
     WSO11,941$2,122 06/30/2020
Townsquare Capital LLC13,296$2,121 03/31/2020
     WSO13,296$2,121 03/31/2020
US Bancorp DE11,778$2,093 06/30/2020
     WSO11,778$2,093 06/30/2020
Navellier & Associates Inc12,467$1,970 03/31/2020
     WSO12,467$1,970 03/31/2020
Krueger & Catalano Capital Partners LLC10,782$1,916 06/30/2020
     WSO10,782$1,916 06/30/2020
SG Americas Securities LLC10,360$1,841 06/30/2020
     WSO10,360$1,841 06/30/2020
Acadian Asset Management LLC11,372$1,797 03/31/2020
     WSO11,372$1,797 03/31/2020
State of Tennessee Treasury Department11,365$1,796 03/31/2020
     WSO11,365$1,796 03/31/2020
Northwestern Mutual Investment Management Company LLC11,349$1,793 03/31/2020
     WSO11,349$1,793 03/31/2020
Hunter Associates Investment Management LLC11,286$1,784 03/31/2020
     WSO11,286$1,784 03/31/2020
K.J. Harrison & Partners Inc9,603$1,706 06/30/2020
     WSO9,603$1,706 06/30/2020
Ameritas Investment Partners Inc.9,477$1,684 06/30/2020
     WSO9,477$1,684 06/30/2020
Dakota Wealth Management9,249$1,643 06/30/2020
     WSO9,249$1,643 06/30/2020
Princeton Global Asset Management LLC9,232$1,640 06/30/2020
     WSO9,232$1,640 06/30/2020
Fiera Capital Corp9,000$1,599 06/30/2020
     WSO9,000$1,599 06/30/2020
Vident Investment Advisory LLC8,858$1,574 06/30/2020
     WSO8,858$1,574 06/30/2020
O Shares Investment Advisers LLC8,858$1,574 06/30/2020
     WSO8,858$1,574 06/30/2020
Segall Bryant & Hamill LLC9,600$1,523 03/31/2020
     WSO9,600$1,523 03/31/2020
Brinker Capital Inc.8,411$1,495 06/30/2020
     WSO8,411$1,495 06/30/2020
Hsbc Holdings PLC9,247$1,458 03/31/2020
     WSO9,247$1,458 03/31/2020
Louisiana State Employees Retirement System8,200$1,457 06/30/2020
     WSO8,200$1,457 06/30/2020
AGF Investments LLC8,069$1,434 06/30/2020
     WSO8,069$1,434 06/30/2020
BBVA USA Bancshares Inc.7,964$1,415 06/30/2020
     WSO7,964$1,415 06/30/2020
New Mexico Educational Retirement Board7,800$1,386 06/30/2020
     WSO7,800$1,386 06/30/2020
Russell Investments Group Ltd.7,804$1,385 06/30/2020
     WSO7,804$1,385 06/30/2020
Jane Street Group LLC8,737$1,380 03/31/2020
     WSO8,737$1,380 03/31/2020
Metropolitan Life Insurance Co NY8,690$1,373 03/31/2020
     WSO8,690$1,373 03/31/2020
Lee Financial Co7,620$1,354 06/30/2020
     WSO7,620$1,354 06/30/2020
Benjamin Edwards Inc.8,372$1,323 03/31/2020
     WSO8,372$1,323 03/31/2020
Benjamin F. Edwards & Company Inc.8,349$1,319 03/31/2020
     WSO8,349$1,319 03/31/2020
Arizona State Retirement System7,385$1,312 06/30/2020
     WSO7,385$1,312 06/30/2020
Capital Insight Partners LLC7,327$1,302 06/30/2020
     WSO7,327$1,302 06/30/2020
Federated Hermes Inc.8,218$1,299 03/31/2020
     WSO8,218$1,299 03/31/2020
Janney Montgomery Scott LLC7,071$1,257 06/30/2020
     WSO7,071$1,257 06/30/2020
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,930$1,231 06/30/2020
     WSO6,930$1,231 06/30/2020
Gabelli Funds LLC $1,231 03/31/2020
     WSO.B7,875$1,231 03/31/2020
AQR Capital Management LLC7,335$1,159 03/31/2020
     WSO7,335$1,159 03/31/2020
Voya Investment Management LLC7,313$1,156 03/31/2020
     WSO7,313$1,156 03/31/2020
PNC Financial Services Group Inc.6,160$1,095 06/30/2020
     WSO6,160$1,095 06/30/2020
UMB Bank N A MO $1,094 06/30/2020
     WSO3,206$570 06/30/2020
     WSO.B3,187$524 06/30/2020
Sit Investment Associates Inc.6,920$1,094 03/31/2020
     WSO6,920$1,094 03/31/2020
State of Alaska Department of Revenue5,827$1,035 06/30/2020
     WSO5,827$1,035 06/30/2020
Point72 Asset Management L.P.6,470$1,022 03/31/2020
     WSO6,470$1,022 03/31/2020
Cumberland Partners Ltd5,700$1,013 06/30/2020
     WSO5,700$1,013 06/30/2020
BOKF NA6,412$1,013 03/31/2020
     WSO6,412$1,013 03/31/2020
Utah Retirement Systems6,210$981 03/31/2020
     WSO6,210$981 03/31/2020
Taylor Frigon Capital Management LLC5,475$973 06/30/2020
     WSO5,475$973 06/30/2020
AIA Investment Management Private Ltd5,474$973 06/30/2020
     WSO5,474$973 06/30/2020
Cambridge Investment Research Advisors Inc.5,418$963 06/30/2020
     WSO5,418$963 06/30/2020
Cutter & CO Brokerage Inc.5,318$945 06/30/2020
     WSO5,318$945 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC5,296$940 06/30/2020
     WSO5,296$940 06/30/2020
RFG Advisory LLC5,246$932 06/30/2020
     WSO5,246$932 06/30/2020
Aptus Capital Advisors LLC5,220$928 06/30/2020
     WSO5,220$928 06/30/2020
Quantitative Systematic Strategies LLC5,153$916 06/30/2020
     WSO5,153$916 06/30/2020
Barbara Oil Co.5,000$889 06/30/2020
     WSO5,000$889 06/30/2020
Fiduciary Trust Co.5,589$883 03/31/2020
     WSO5,589$883 03/31/2020
Tudor Investment Corp Et Al5,546$876 03/31/2020
     WSO5,546$876 03/31/2020
Guggenheim Capital LLC5,538$875 03/31/2020
     WSO5,538$875 03/31/2020
Alpha Omega Wealth Management LLC4,730$841 06/30/2020
     WSO4,730$841 06/30/2020
GWM Advisors LLC4,707$836 06/30/2020
     WSO4,707$836 06/30/2020
AlphaCrest Capital Management LLC5,202$822 03/31/2020
     WSO5,202$822 03/31/2020
Deutsche Bank AG5,160$815 03/31/2020
     WSO5,160$815 03/31/2020
LPL Financial LLC5,071$801 03/31/2020
     WSO5,071$801 03/31/2020
Johnson Investment Counsel Inc.5,056$799 03/31/2020
     WSO5,056$799 03/31/2020
Amalgamated Bank4,345$772 06/30/2020
     WSO4,345$772 06/30/2020
Virginia Retirement Systems ET AL4,200$746 06/30/2020
     WSO4,200$746 06/30/2020
Public Employees Retirement Association of Colorado4,143$736 06/30/2020
     WSO4,143$736 06/30/2020
Xact Kapitalforvaltning AB4,558$720 03/31/2020
     WSO4,558$720 03/31/2020
Compass Ion Advisors LLC3,988$709 06/30/2020
     WSO3,988$709 06/30/2020
Capital Analysts LLC3,745$665 06/30/2020
     WSO3,745$665 06/30/2020
Zurcher Kantonalbank Zurich Cantonalbank 3,538$629 06/30/2020
     WSO3,538$629 06/30/2020
CSS LLC IL $621 03/31/2020
     WSO.B3,971$621 03/31/2020
Eqis Capital Management Inc.3,410$606 06/30/2020
     WSO3,410$606 06/30/2020
Ambassador Advisors LLC3,810$602 03/31/2020
     WSO3,810$602 03/31/2020
Securian Asset Management Inc3,283$583 06/30/2020
     WSO3,283$583 06/30/2020
Advisors Capital Management LLC3,628$573 03/31/2020
     WSO3,628$573 03/31/2020
Donaldson Capital Management LLC3,072$546 06/30/2020
     WSO3,072$546 06/30/2020
Janus Henderson Group PLC3,434$543 03/31/2020
     WSO3,434$543 03/31/2020
King Luther Capital Management Corp3,425$541 03/31/2020
     WSO3,425$541 03/31/2020
Commonwealth Equity Services LLC3,034$539 06/30/2020
     WSO3,034$539 06/30/2020
Advisor Group Holdings Inc. $538 03/31/2020
     WSO2,698$427 03/31/2020
     WSO.B708$111 03/31/2020
Private Trust Co. NA2,992$537 06/30/2020
     WSO2,992$537 06/30/2020
Oak Ridge Investments LLC2,892$514 06/30/2020
     WSO2,892$514 06/30/2020
Voya Financial Advisors Inc.3,301$514 03/31/2020
     WSO3,301$514 03/31/2020
River Road Asset Management LLC3,215$508 03/31/2020
     WSO3,215$508 03/31/2020
Millennium Management LLC3,153$498 03/31/2020
     WSO3,153$498 03/31/2020
AGF Investments Inc.2,798$497 06/30/2020
     WSO2,798$497 06/30/2020
AMP Capital Investors Ltd3,161$493 03/31/2020
     WSO3,161$493 03/31/2020
Cox Capital Mgt LLC2,755$490 06/30/2020
     WSO2,755$490 06/30/2020
Bank of Montreal Can $486 03/31/2020
     WSO3,075$485 03/31/2020
     WSO.B9$1 03/31/2020
Shell Asset Management Co.2,721$484 06/30/2020
     WSO2,721$484 06/30/2020
Eaton Vance Management2,966$469 03/31/2020
     WSO2,966$469 03/31/2020
Rowland Carmichael Advisors Inc. ADV2,521$448 06/30/2020
     WSO2,521$448 06/30/2020
First Hawaiian Bank2,505$445 06/30/2020
     WSO2,505$445 06/30/2020
Bellevue Group AG2,800$442 03/31/2020
     WSO2,800$442 03/31/2020
Susquehanna International Group LLP $434 03/31/2020
     Put29,000$4,583 03/31/2020
     Call23,400$3,698 03/31/2020
     WSO8,346$1,319 03/31/2020
Voloridge Investment Management LLC2,748$434 03/31/2020
     WSO2,748$434 03/31/2020
Crossmark Global Holdings Inc.2,666$421 03/31/2020
     WSO2,666$421 03/31/2020
Allianz Asset Management GmbH2,633$416 03/31/2020
     WSO2,633$416 03/31/2020
ProShare Advisors LLC2,289$407 06/30/2020
     WSO2,289$407 06/30/2020
Paloma Partners Management Co2,571$406 03/31/2020
     WSO2,571$406 03/31/2020
Raymond James Trust N.A.2,276$405 06/30/2020
     WSO2,276$405 06/30/2020
Piedmont Investment Advisors Inc.2,456$388 03/31/2020
     WSO2,456$388 03/31/2020
Groesbeck Investment Management Corp NJ2,180$387 06/30/2020
     WSO2,180$387 06/30/2020
TrinityPoint Wealth LLC2,404$380 03/31/2020
     WSO2,404$380 03/31/2020
AlphaStar Capital Management LLC1,978$378 06/30/2020
     WSO1,978$378 06/30/2020
WCM Investment Management LLC2,382$376 03/31/2020
     WSO2,382$376 03/31/2020
Stephens Inc. AR2,291$362 03/31/2020
     WSO2,291$362 03/31/2020
Covenant Multifamily Offices LLC2,020$359 06/30/2020
     WSO2,020$359 06/30/2020
Royal London Asset Management Ltd.2,031$354 06/30/2020
     WSO2,031$354 06/30/2020
DC Investments Management LLC1,920$341 06/30/2020
     WSO1,920$341 06/30/2020
Exchange Traded Concepts LLC1,891$336 06/30/2020
     WSO1,891$336 06/30/2020
Cetera Advisors LLC2,113$334 03/31/2020
     WSO2,113$334 03/31/2020
World Asset Management Inc1,849$329 06/30/2020
     WSO1,849$329 06/30/2020
Park National Corp OH1,789$318 06/30/2020
     WSO1,789$318 06/30/2020
Wealth Alliance1,997$316 03/31/2020
     WSO1,997$316 03/31/2020
Webster Bank N. A.1,771$315 06/30/2020
     WSO1,771$315 06/30/2020
Shelton Capital Management1,930$305 03/31/2020
     WSO1,930$305 03/31/2020
LS Investment Advisors LLC1,694$301 06/30/2020
     WSO1,694$301 06/30/2020
Steward Partners Investment Advisory LLC1,692$301 06/30/2020
     WSO1,692$301 06/30/2020
APG Asset Management N.V.1,900$300 03/31/2020
     WSO1,900$300 03/31/2020
Fulcrum Equity Management1,825$288 03/31/2020
     WSO1,825$288 03/31/2020
Cubist Systematic Strategies LLC1,787$282 03/31/2020
     WSO1,787$282 03/31/2020
Macquarie Group Ltd.1,508$268 06/30/2020
     WSO1,508$268 06/30/2020
Capital Investment Advisory Services LLC1,500$267 06/30/2020
     WSO1,500$267 06/30/2020
Profund Advisors LLC1,452$258 06/30/2020
     WSO1,452$258 06/30/2020
Creative Planning1,445$257 06/30/2020
     WSO1,445$257 06/30/2020
Ellevest Inc.1,434$255 06/30/2020
     WSO1,434$255 06/30/2020
Bayesian Capital Management LP1,614$255 03/31/2020
     WSO1,614$255 03/31/2020
First Citizens Bank & Trust Co.1,429$254 06/30/2020
     WSO1,429$254 06/30/2020
CIBC Asset Management Inc1,424$253 06/30/2020
     WSO1,424$253 06/30/2020
Advisor Partners LLC1,531$241 03/31/2020
     WSO1,531$241 03/31/2020
First Mercantile Trust Co.1,291$229 06/30/2020
     WSO1,291$229 06/30/2020
Connor Clark & Lunn Investment Management Ltd.1,450$229 03/31/2020
     WSO1,450$229 03/31/2020
Northwestern Mutual Wealth Management Co.1,391$220 03/31/2020
     WSO1,391$220 03/31/2020
Parallel Advisors LLC1,181$209 06/30/2020
     WSO1,181$209 06/30/2020
Gotham Asset Management LLC1,323$209 03/31/2020
     WSO1,323$209 03/31/2020
Mid Atlantic Financial Management Inc. ADV1,127$200 06/30/2020
     WSO1,127$200 06/30/2020
Simplex Trading LLC $195 06/30/2020
     WSO3,106$551 06/30/2020
     Put21$373 06/30/2020
     Call1$17 06/30/2020
Fort L.P.1,140$180 03/31/2020
     WSO1,140$180 03/31/2020
Winslow Evans & Crocker Inc.990$176 06/30/2020
     WSO990$176 06/30/2020
Glenmede Trust Co. NA972$175 03/31/2020
     WSO972$175 03/31/2020
San Francisco Sentry Investment Group CA916$163 06/30/2020
     WSO916$163 06/30/2020
Fifth Third Bancorp896$159 06/30/2020
     WSO896$159 06/30/2020
Dupont Capital Management Corp853$152 06/30/2020
     WSO853$152 06/30/2020
Valeo Financial Advisors LLC $145 06/30/2020
     Call800$142 06/30/2020
     WSO15$3 06/30/2020
First Bank & Trust811$144 06/30/2020
     WSO811$144 06/30/2020
Cullen Frost Bankers Inc.707$126 06/30/2020
     WSO707$126 06/30/2020
Taylor Hoffman Wealth Management710$126 06/30/2020
     WSO710$126 06/30/2020
Heritage Wealth Advisors643$114 06/30/2020
     WSO643$114 06/30/2020
Canada Pension Plan Investment Board723$114 03/31/2020
     WSO723$114 03/31/2020
Penserra Capital Management LLC690$112 03/31/2020
     WSO690$112 03/31/2020
Focused Wealth Management Inc600$107 06/30/2020
     WSO600$107 06/30/2020
Quantbot Technologies LP660$104 03/31/2020
     WSO660$104 03/31/2020
GQ Asset Management LLC574$91 03/31/2020
     WSO574$91 03/31/2020
FORA Capital LLC578$91 03/31/2020
     WSO578$91 03/31/2020
Quadrant Capital Group LLC565$90 03/31/2020
     WSO565$90 03/31/2020
Synovus Financial Corp475$84 06/30/2020
     WSO475$84 06/30/2020
Virtus Alternative Investment Advisers Inc.436$77 06/30/2020
     WSO436$77 06/30/2020
Signaturefd LLC375$67 06/30/2020
     WSO375$67 06/30/2020
Citadel Advisors LLC $63 03/31/2020
     Call9,000$1,422 03/31/2020
     Put8,600$1,359 03/31/2020
Pinz Capital Management LP400$63 03/31/2020
     WSO400$63 03/31/2020
Parkside Financial Bank & Trust341$61 06/30/2020
     WSO341$61 06/30/2020
Tower Research Capital LLC TRC 391$61 03/31/2020
     WSO391$61 03/31/2020
Sowell Financial Services LLC385$61 03/31/2020
     WSO385$61 03/31/2020
CENTRAL TRUST Co300$53 06/30/2020
     WSO300$53 06/30/2020
First Horizon Advisors Inc.303$53 06/30/2020
     WSO303$53 06/30/2020
Ellis Investment Partners LLC298$53 06/30/2020
     WSO298$53 06/30/2020
FinTrust Capital Advisors LLC320$51 03/31/2020
     WSO320$51 03/31/2020
Private Capital Group LLC319$50 03/31/2020
     WSO319$50 03/31/2020
Estabrook Capital Management291$46 03/31/2020
     WSO291$46 03/31/2020
Endurance Wealth Management Inc.245$44 06/30/2020
     WSO245$44 06/30/2020
Citizens Financial Group Inc RI270$43 03/31/2020
     WSO270$43 03/31/2020
Rockefeller Capital Management L.P.266$42 03/31/2020
     WSO266$42 03/31/2020
Cedar Wealth Management LLC230$41 06/30/2020
     WSO230$41 06/30/2020
Brown Brothers Harriman & Co.206$33 03/31/2020
     WSO206$33 03/31/2020
Resources Management Corp CT ADV150$27 06/30/2020
     WSO150$27 06/30/2020
HM Payson & Co.150$24 03/31/2020
     WSO150$24 03/31/2020
Amundi Pioneer Asset Management Inc.152$24 03/31/2020
     WSO152$24 03/31/2020
Kore Private Wealth LLC119$19 03/31/2020
     WSO119$19 03/31/2020
Alpha Windward LLC99$18 06/30/2020
     WSO99$18 06/30/2020
Gemmer Asset Management LLC101$18 06/30/2020
     WSO101$18 06/30/2020
AdvisorNet Financial Inc111$18 03/31/2020
     WSO111$18 03/31/2020
CSat Investment Advisory L.P.98$17 06/30/2020
     WSO98$17 06/30/2020
Enterprise Financial Services Corp88$16 06/30/2020
     WSO88$16 06/30/2020
Proequities Inc. $16 03/31/2020
     WSO101$16 03/31/2020
     Put0$0 03/31/2020
     Call0$0 03/31/2020
     WSO.B0$0 03/31/2020
Price Wealth LLC82$15 06/30/2020
     WSO82$15 06/30/2020
IFP Advisors Inc88$15 06/30/2020
     WSO88$15 06/30/2020
Huntington National Bank80$14 06/30/2020
     WSO80$14 06/30/2020
Prelude Capital Management LLC90$14 03/31/2020
     WSO90$14 03/31/2020
Thompson Siegel & Walmsley LLC71$13 06/30/2020
     WSO71$13 06/30/2020
Flagship Harbor Advisors LLC78$13 06/30/2020
     WSO78$13 06/30/2020
Institutional & Family Asset Management LLC74$12 03/31/2020
     WSO74$12 03/31/2020
Reilly Financial Advisors LLC57$10 06/30/2020
     WSO57$10 06/30/2020
Tsfg LLC50$9 06/30/2020
     WSO50$9 06/30/2020
CWM LLC43$8 06/30/2020
     WSO43$8 06/30/2020
Sofos Investments Inc.50$8 03/31/2020
     WSO50$8 03/31/2020
Johnson Financial Group Inc.38$7 06/30/2020
     WSO38$7 06/30/2020
Carroll Financial Associates Inc.43$7 06/30/2020
     WSO43$7 06/30/2020
Legacy Bridge LLC40$7 06/30/2020
     WSO40$7 06/30/2020
Orion Portfolio Solutions LLC41$6 03/31/2020
     WSO41$6 03/31/2020
Meeder Asset Management Inc.27$5 06/30/2020
     WSO27$5 06/30/2020
Cornerstone Advisors Inc.21$4 06/30/2020
     WSO21$4 06/30/2020
NewSquare Capital LLC20$4 06/30/2020
     WSO20$4 06/30/2020
Atlas Private Wealth Management21$4 06/30/2020
     WSO21$4 06/30/2020
Earnest Partners LLC23$4 03/31/2020
     WSO23$4 03/31/2020
Howe & Rusling Inc.15$3 06/30/2020
     WSO15$3 06/30/2020
JJJ Advisors Inc.19$3 06/30/2020
     WSO19$3 06/30/2020
Glassman Wealth Services19$3 06/30/2020
     WSO19$3 06/30/2020
Versant Capital Management Inc21$3 06/30/2020
     WSO21$3 06/30/2020
Allred Capital Management LLC18$3 03/31/2020
     WSO18$3 03/31/2020
Bessemer Group Inc.14$2 06/30/2020
     WSO14$2 06/30/2020
Bourgeon Capital Management LLC10$2 06/30/2020
     WSO10$2 06/30/2020
Proffitt & Goodson Inc.11$2 06/30/2020
     WSO11$2 06/30/2020
Baystate Wealth Management LLC10$2 06/30/2020
     WSO10$2 06/30/2020
TCI Wealth Advisors Inc.12$2 06/30/2020
     WSO12$2 06/30/2020
Ironwood Financial llc10$2 06/30/2020
     WSO10$2 06/30/2020
CX Institutional9$2 06/30/2020
     WSO9$2 06/30/2020
Truvestments Capital LLC14$2 06/30/2020
     WSO14$2 06/30/2020
First Financial Corp IN6$1 06/30/2020
     WSO6$1 06/30/2020
Bartlett & Co. LLC6$1 06/30/2020
     WSO6$1 06/30/2020
USA Financial Portformulas Corp7$1 06/30/2020
     WSO7$1 06/30/2020
Liberty Wealth Management LLC3$1 06/30/2020
     WSO3$1 06/30/2020
Atticus Wealth Management LLC3$1 06/30/2020
     WSO3$1 06/30/2020
Sonora Investment Management LLC9$1 03/31/2020
     WSO9$1 03/31/2020
MCF Advisors LLC2$0 06/30/2020
     WSO2$0 06/30/2020
Berman Capital Advisors LLC4$0 06/30/2020
     WSO4$0 06/30/2020
PEAK6 Investments LLC1,100$0 03/31/2020
     Put1,100$174 03/31/2020
     Call1,100$174 03/31/2020

See Summary: Institutional Holders of WSO
See Details: Top 10 Hedge Funds Holding WSO
Also See: WSO Insider Buying
Also See: WSO Holdings Changes

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