HoldingsChannel.com
Funds Holding WSO
HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.3,733,769$631,677 09/30/2019
     WSO3,733,769$631,677 09/30/2019
Vanguard Group Inc.3,009,735$509,187 09/30/2019
     WSO3,009,735$509,187 09/30/2019
Baillie Gifford & Co.1,506,922$254,941 09/30/2019
     WSO1,506,922$254,941 09/30/2019
Capital World Investors1,309,330$214,115 06/30/2019
     WSO1,309,330$214,115 06/30/2019
Neuberger Berman Group LLC1,044,092$176,639 09/30/2019
     WSO1,044,092$176,639 09/30/2019
FMR LLC797,421$134,907 09/30/2019
     WSO797,421$134,907 09/30/2019
State Street Corp791,977$133,987 09/30/2019
     WSO791,977$133,987 09/30/2019
Epoch Investment Partners Inc.739,134$125,047 09/30/2019
     WSO739,134$125,047 09/30/2019
Wellington Management Group LLP726,215$122,861 09/30/2019
     WSO726,215$122,861 09/30/2019
DAVENPORT & Co LLC734,055$121,347 09/30/2019
     WSO734,055$121,347 09/30/2019
Charles Schwab Investment Advisory Inc.713,216$120,662 09/30/2019
     WSO713,216$120,662 09/30/2019
Kayne Anderson Rudnick Investment Management LLC688,928$116,554 09/30/2019
     WSO688,928$116,554 09/30/2019
Blair William & Co. IL613,850$103,851 09/30/2019
     WSO613,850$103,851 09/30/2019
Bank of New York Mellon Corp604,841$102,326 09/30/2019
     WSO604,841$102,326 09/30/2019
Ameriprise Financial Inc.468,943$76,693 06/30/2019
     WSO468,943$76,693 06/30/2019
Wells Fargo & Company MN450,308$76,183 09/30/2019
     WSO450,308$76,183 09/30/2019
Geode Capital Management LLC390,716$66,101 09/30/2019
     WSO390,716$66,101 09/30/2019
Markel Corp376,500$63,696 09/30/2019
     WSO376,500$63,696 09/30/2019
Charles Schwab Investment Management Inc.337,045$57,022 09/30/2019
     WSO337,045$57,022 09/30/2019
Price T Rowe Associates Inc. MD328,203$55,525 09/30/2019
     WSO328,203$55,525 09/30/2019
Goldman Sachs Group Inc.324,577$53,078 06/30/2019
     WSO324,577$53,078 06/30/2019
First Trust Advisors LP305,648$51,710 09/30/2019
     WSO305,648$51,710 09/30/2019
Fiduciary Management Inc. WI272,159$46,044 09/30/2019
     WSO272,159$46,044 09/30/2019
Dimensional Fund Advisors LP $45,722 09/30/2019
     WSO255,867$43,284 09/30/2019
     WSO.B14,695$2,438 09/30/2019
Northern Trust Corp270,181$45,709 09/30/2019
     WSO270,181$45,709 09/30/2019
Invesco Ltd.265,276$44,879 09/30/2019
     WSO265,276$44,879 09/30/2019
Bahl & Gaynor Inc.251,726$41,165 06/30/2019
     WSO251,726$41,165 06/30/2019
Baird Financial Group Inc.231,245$39,122 09/30/2019
     WSO231,245$39,122 09/30/2019
Raymond James & Associates222,810$37,695 09/30/2019
     WSO222,810$37,695 09/30/2019
Boston Financial Mangement LLC220,259$37,263 09/30/2019
     WSO220,259$37,263 09/30/2019
Bank of America Corp DE212,477$35,946 09/30/2019
     WSO212,477$35,946 09/30/2019
Scharf Investments LLC207,012$35,022 09/30/2019
     WSO207,012$35,022 09/30/2019
First Republic Investment Management Inc.196,669$33,272 09/30/2019
     WSO196,669$33,272 09/30/2019
Dearborn Partners LLC182,507$30,876 09/30/2019
     WSO182,507$30,876 09/30/2019
JPMorgan Chase & Co.179,698$30,401 09/30/2019
     WSO179,698$30,401 09/30/2019
Schwartz Investment Counsel Inc.177,500$30,029 09/30/2019
     WSO177,500$30,029 09/30/2019
GW&K Investment Management LLC176,227$29,814 09/30/2019
     WSO176,227$29,814 09/30/2019
Caledonia Investments PLC175,478$29,671 09/30/2019
     WSO175,478$29,671 09/30/2019
Carlson Capital L P170,938$28,919 09/30/2019
     WSO170,938$28,919 09/30/2019
WASHINGTON TRUST Co155,602$27,433 09/30/2019
     WSO155,602$27,433 09/30/2019
Motley Fool Asset Management LLC153,392$25,951 09/30/2019
     WSO153,392$25,951 09/30/2019
Mitsubishi UFJ Trust & Banking Corp151,950$25,707 09/30/2019
     WSO151,950$25,707 09/30/2019
Regions Financial Corp148,409$25,108 09/30/2019
     WSO148,409$25,108 09/30/2019
Howland Capital Management LLC142,586$24,123 09/30/2019
     WSO142,586$24,123 09/30/2019
Principal Financial Group Inc.141,486$23,936 09/30/2019
     WSO141,486$23,936 09/30/2019
Nuveen Asset Management LLC146,327$23,929 06/30/2019
     WSO146,327$23,929 06/30/2019
Janus Henderson Group PLC129,894$21,975 09/30/2019
     WSO129,894$21,975 09/30/2019
New York State Common Retirement Fund126,900$21,469 09/30/2019
     WSO126,900$21,469 09/30/2019
Handelsbanken Fonder AB120,000$20,302 09/30/2019
     WSO120,000$20,302 09/30/2019
Riverbridge Partners LLC119,498$20,217 09/30/2019
     WSO119,498$20,217 09/30/2019
Motley Fool Wealth Management LLC110,367$18,672 09/30/2019
     WSO110,367$18,672 09/30/2019
The Manufacturers Life Insurance Company 109,663$18,262 09/30/2019
     WSO109,663$18,262 09/30/2019
Nordea Investment Management AB107,067$17,956 09/30/2019
     WSO107,067$17,956 09/30/2019
Rhumbline Advisers94,500$15,988 09/30/2019
     WSO94,500$15,988 09/30/2019
Crawford Investment Counsel Inc.93,986$15,901 09/30/2019
     WSO93,986$15,901 09/30/2019
KAMES CAPITAL plc91,135$15,412 09/30/2019
     WSO91,135$15,412 09/30/2019
Victory Capital Management Inc.88,884$15,037 09/30/2019
     WSO88,884$15,037 09/30/2019
California Public Employees Retirement System86,466$14,628 09/30/2019
     WSO86,466$14,628 09/30/2019
Legal & General Group Plc81,484$13,786 09/30/2019
     WSO81,484$13,786 09/30/2019
Frontier Capital Management Co. LLC84,055$13,746 06/30/2019
     WSO84,055$13,746 06/30/2019
Retirement Systems of Alabama79,902$13,518 09/30/2019
     WSO79,902$13,518 09/30/2019
Aviva PLC78,117$13,216 09/30/2019
     WSO78,117$13,216 09/30/2019
Natixis Advisors L.P.76,011$12,860 09/30/2019
     WSO76,011$12,860 09/30/2019
Thrivent Financial for Lutherans75,128$12,711 09/30/2019
     WSO75,128$12,711 09/30/2019
Welch & Forbes LLC71,461$12,090 09/30/2019
     WSO71,461$12,090 09/30/2019
DF Dent & Co. Inc.71,106$12,030 09/30/2019
     WSO71,106$12,030 09/30/2019
Eagle Asset Management Inc.69,660$11,785 09/30/2019
     WSO69,660$11,785 09/30/2019
Cambridge Trust Co.64,483$10,909 09/30/2019
     WSO64,483$10,909 09/30/2019
Pennsylvania Trust Co63,974$10,823 09/30/2019
     WSO63,974$10,823 09/30/2019
Fenimore Asset Management Inc.63,117$10,678 09/30/2019
     WSO63,117$10,678 09/30/2019
American International Group Inc.62,562$10,584 09/30/2019
     WSO62,562$10,584 09/30/2019
Swiss National Bank60,544$10,243 09/30/2019
     WSO60,544$10,243 09/30/2019
Parametric Portfolio Associates LLC62,503$10,221 06/30/2019
     WSO62,503$10,221 06/30/2019
Southernsun Asset Management LLC58,653$9,923 09/30/2019
     WSO58,653$9,923 09/30/2019
Royal Bank of Canada59,453$9,723 06/30/2019
     WSO59,453$9,723 06/30/2019
TD Asset Management Inc.55,995$9,473 09/30/2019
     WSO55,995$9,473 09/30/2019
Los Angeles Capital Management & Equity Research Inc.55,474$9,385 09/30/2019
     WSO55,474$9,385 09/30/2019
State of Wisconsin Investment Board55,443$9,380 09/30/2019
     WSO55,443$9,380 09/30/2019
Stock Yards Bank & Trust Co.54,627$9,242 09/30/2019
     WSO54,627$9,242 09/30/2019
Alliancebernstein L.P.54,502$8,913 06/30/2019
     WSO54,502$8,913 06/30/2019
Grace & White Inc. NY50,800$8,594 09/30/2019
     WSO50,800$8,594 09/30/2019
California State Teachers Retirement System51,923$8,491 06/30/2019
     WSO51,923$8,491 06/30/2019
Advisors Asset Management Inc.48,313$8,174 09/30/2019
     WSO48,313$8,174 09/30/2019
Northstar Investment Advisors LLC45,366$7,420 09/30/2019
     WSO45,366$7,420 09/30/2019
Envestnet Asset Management Inc.42,265$7,150 09/30/2019
     WSO42,265$7,150 09/30/2019
UBS Asset Management Americas Inc.43,251$7,073 06/30/2019
     WSO43,251$7,073 06/30/2019
State Board of Administration of Florida Retirement System41,149$6,962 09/30/2019
     WSO41,149$6,962 09/30/2019
Balyasny Asset Management LLC40,544$6,859 09/30/2019
     WSO40,544$6,859 09/30/2019
New York State Teachers Retirement System39,754$6,726 09/30/2019
     WSO39,754$6,726 09/30/2019
Scopus Asset Management L.P.40,000$6,541 06/30/2019
     WSO40,000$6,541 06/30/2019
LaFleur & Godfrey LLC38,037$6,435 09/30/2019
     WSO38,037$6,435 09/30/2019
Citadel Advisors LLC $6,213 06/30/2019
     WSO34,389$5,624 06/30/2019
     Call10,200$1,668 06/30/2019
     Put6,600$1,079 06/30/2019
Credit Suisse AG36,142$6,115 09/30/2019
     WSO36,142$6,115 09/30/2019
BB&T Securities LLC35,025$5,930 09/30/2019
     WSO35,025$5,930 09/30/2019
Handelsinvest Investeringsforvaltning35,000$5,921 09/30/2019
     WSO35,000$5,921 09/30/2019
Public Employees Retirement System of Ohio35,737$5,844 06/30/2019
     WSO35,737$5,844 06/30/2019
Barclays PLC $5,664 06/30/2019
     WSO34,339$5,615 06/30/2019
     Call300$49 06/30/2019
Royce & Associates LP29,400$4,974 09/30/2019
     WSO29,400$4,974 09/30/2019
Morgan Stanley $4,935 06/30/2019
     WSO29,286$4,789 06/30/2019
     WSO.B900$146 06/30/2019
W.E. Donoghue & Co. LLC29,028$4,911 09/30/2019
     WSO29,028$4,911 09/30/2019
Nisa Investment Advisors LLC27,450$4,644 09/30/2019
     WSO27,450$4,644 09/30/2019
Unigestion Holding SA27,453$4,644 09/30/2019
     WSO27,453$4,644 09/30/2019
Mutual of America Capital Management LLC28,199$4,611 06/30/2019
     WSO28,199$4,611 06/30/2019
Bath Savings Trust Co26,858$4,544 09/30/2019
     WSO26,858$4,544 09/30/2019
Buckhead Capital Management LLC25,985$4,396 09/30/2019
     WSO25,985$4,396 09/30/2019
Conestoga Capital Advisors LLC25,011$4,231 09/30/2019
     WSO25,011$4,231 09/30/2019
Anchor Capital Advisors LLC24,481$4,142 09/30/2019
     WSO24,481$4,142 09/30/2019
Wendell David Associates Inc.23,785$4,024 09/30/2019
     WSO23,785$4,024 09/30/2019
Covington Investment Advisors Inc.22,650$3,832 09/30/2019
     WSO22,650$3,832 09/30/2019
Texas Permanent School Fund22,198$3,755 09/30/2019
     WSO22,198$3,755 09/30/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA20,874$3,531 09/30/2019
     WSO20,874$3,531 09/30/2019
Arizona State Retirement System20,326$3,439 09/30/2019
     WSO20,326$3,439 09/30/2019
Prudential Financial Inc.20,270$3,429 09/30/2019
     WSO20,270$3,429 09/30/2019
Comerica Bank19,404$3,399 09/30/2019
     WSO19,404$3,399 09/30/2019
Tocqueville Asset Management L.P.19,820$3,353 09/30/2019
     WSO19,820$3,353 09/30/2019
Redmond Asset Management LLC19,443$3,289 09/30/2019
     WSO19,443$3,289 09/30/2019
MetLife Investment Management LLC19,095$3,123 06/30/2019
     WSO19,095$3,123 06/30/2019
Stifel Financial Corp18,316$3,098 09/30/2019
     WSO18,316$3,098 09/30/2019
Teachers Retirement System of The State of Kentucky17,394$2,943 09/30/2019
     WSO17,394$2,943 09/30/2019
BB&T Corp17,203$2,910 09/30/2019
     WSO17,203$2,910 09/30/2019
Mason Street Advisors LLC17,104$2,894 09/30/2019
     WSO17,104$2,894 09/30/2019
Stratos Wealth Partners LTD.15,420$2,609 09/30/2019
     WSO15,420$2,609 09/30/2019
HighTower Advisors LLC14,926$2,530 09/30/2019
     WSO14,926$2,530 09/30/2019
Arcadia Investment Management Corp MI14,845$2,511 09/30/2019
     WSO14,845$2,511 09/30/2019
Oppenheimer Asset Management Inc.14,547$2,460 09/30/2019
     WSO14,547$2,460 09/30/2019
Vision Capital Management Inc.14,513$2,455 09/30/2019
     WSO14,513$2,455 09/30/2019
Middleton & Co Inc MA14,250$2,411 09/30/2019
     WSO14,250$2,411 09/30/2019
PNC Financial Services Group Inc.13,787$2,331 09/30/2019
     WSO13,787$2,331 09/30/2019
Sei Investments Co.13,621$2,304 09/30/2019
     WSO13,621$2,304 09/30/2019
Navellier & Associates Inc13,563$2,295 09/30/2019
     WSO13,563$2,295 09/30/2019
US Bancorp DE13,447$2,275 09/30/2019
     WSO13,447$2,275 09/30/2019
Lombard Odier Asset Management USA Corp13,400$2,267 09/30/2019
     WSO13,400$2,267 09/30/2019
Oregon Public Employees Retirement Fund13,232$2,239 09/30/2019
     WSO13,232$2,239 09/30/2019
Ipswich Investment Management Co. Inc.12,985$2,197 09/30/2019
     WSO12,985$2,197 09/30/2019
Verity & Verity LLC13,142$2,178 09/30/2019
     WSO13,142$2,178 09/30/2019
Segall Bryant & Hamill LLC12,588$2,132 09/30/2019
     WSO12,588$2,132 09/30/2019
State of Tennessee Treasury Department12,000$2,030 09/30/2019
     WSO12,000$2,030 09/30/2019
Deutsche Bank AG11,988$2,026 09/30/2019
     WSO11,988$2,026 09/30/2019
Pacer Advisors Inc.11,869$2,008 09/30/2019
     WSO11,869$2,008 09/30/2019
O Shares Investment Advisers LLC11,721$1,983 09/30/2019
     WSO11,721$1,983 09/30/2019
K.J. Harrison & Partners Inc11,580$1,959 09/30/2019
     WSO11,580$1,959 09/30/2019
Krueger & Catalano Capital Partners LLC11,583$1,959 09/30/2019
     WSO11,583$1,959 09/30/2019
Man Group plc11,821$1,933 06/30/2019
     WSO11,821$1,933 06/30/2019
UBS Group AG $1,900 09/30/2019
     WSO10,806$1,828 09/30/2019
     WSO.B429$72 09/30/2019
Citigroup Inc.11,170$1,890 09/30/2019
     WSO11,170$1,890 09/30/2019
WINTON GROUP Ltd10,887$1,842 09/30/2019
     WSO10,887$1,842 09/30/2019
Raymond James Financial Services Advisors Inc.10,698$1,810 09/30/2019
     WSO10,698$1,810 09/30/2019
Naples Global Advisors LLC10,395$1,759 09/30/2019
     WSO10,395$1,759 09/30/2019
Quantitative Investment Management LLC10,349$1,750 09/30/2019
     WSO10,349$1,750 09/30/2019
Hunter Associates Investment Management LLC10,311$1,744 09/30/2019
     WSO10,311$1,744 09/30/2019
Metropolitan Life Insurance Co NY10,473$1,713 06/30/2019
     WSO10,473$1,713 06/30/2019
Federated Investors Inc. PA9,744$1,648 09/30/2019
     WSO9,744$1,648 09/30/2019
United Services Automobile Association9,727$1,646 09/30/2019
     WSO9,727$1,646 09/30/2019
Franklin Resources Inc.9,579$1,620 09/30/2019
     WSO9,579$1,620 09/30/2019
D. E. Shaw & Co. Inc.9,903$1,619 06/30/2019
     WSO9,903$1,619 06/30/2019
Bridges Investment Management Inc.9,560$1,617 09/30/2019
     WSO9,560$1,617 09/30/2019
State of Michigan Retirement System9,500$1,607 09/30/2019
     WSO9,500$1,607 09/30/2019
Northwestern Mutual Investment Management Company LLC9,299$1,573 09/30/2019
     WSO9,299$1,573 09/30/2019
Holocene Advisors LP9,616$1,573 06/30/2019
     WSO9,616$1,573 06/30/2019
Ameritas Investment Partners Inc.9,218$1,560 09/30/2019
     WSO9,218$1,560 09/30/2019
NEXT Financial Group Inc9,219$1,560 09/30/2019
     WSO9,219$1,560 09/30/2019
Aperio Group LLC9,004$1,523 09/30/2019
     WSO9,004$1,523 09/30/2019
Benjamin F. Edwards & Company Inc.8,853$1,498 09/30/2019
     WSO8,853$1,498 09/30/2019
Dakota Wealth Management8,424$1,425 09/30/2019
     WSO8,424$1,425 09/30/2019
Denali Advisors LLC8,300$1,404 09/30/2019
     WSO8,300$1,404 09/30/2019
Voya Investment Management LLC8,271$1,400 09/30/2019
     WSO8,271$1,400 09/30/2019
Interval Partners LP7,993$1,352 09/30/2019
     WSO7,993$1,352 09/30/2019
Gabelli Funds LLC $1,321 09/30/2019
     WSO.B7,875$1,321 09/30/2019
Louisiana State Employees Retirement System7,800$1,320 09/30/2019
     WSO7,800$1,320 09/30/2019
Treasurer of the State of North Carolina7,764$1,314 09/30/2019
     WSO7,764$1,314 09/30/2019
BOKF NA7,689$1,301 09/30/2019
     WSO7,689$1,301 09/30/2019
Atria Investments LLC7,608$1,287 09/30/2019
     WSO7,608$1,287 09/30/2019
Fiera Capital Corp7,500$1,269 09/30/2019
     WSO7,500$1,269 09/30/2019
Brookstone Capital Management7,258$1,228 09/30/2019
     WSO7,258$1,228 09/30/2019
Sit Investment Associates Inc.7,245$1,226 09/30/2019
     WSO7,245$1,226 09/30/2019
Stone Ridge Asset Management LLC7,206$1,219 09/30/2019
     WSO7,206$1,219 09/30/2019
SG Americas Securities LLC6,937$1,174 09/30/2019
     WSO6,937$1,174 09/30/2019
Northeast Financial Consultants Inc6,940$1,174 09/30/2019
     WSO6,940$1,174 09/30/2019
AlphaCrest Capital Management LLC6,795$1,150 09/30/2019
     WSO6,795$1,150 09/30/2019
Lee Financial Co6,706$1,134 09/30/2019
     WSO6,706$1,134 09/30/2019
Amalgamated Bank6,623$1,120 09/30/2019
     WSO6,623$1,120 09/30/2019
Employees Retirement System of Texas6,500$1,100 09/30/2019
     WSO6,500$1,100 09/30/2019
Brinker Capital Inc.6,494$1,099 09/30/2019
     WSO6,494$1,099 09/30/2019
Townsquare Capital LLC6,886$1,094 06/30/2019
     WSO6,886$1,094 06/30/2019
Capital Insight Partners LLC6,415$1,085 09/30/2019
     WSO6,415$1,085 09/30/2019
Utah Retirement Systems6,210$1,051 09/30/2019
     WSO6,210$1,051 09/30/2019
Elkfork Partners LLC6,120$1,035 09/30/2019
     WSO6,120$1,035 09/30/2019
Grandeur Peak Global Advisors LLC6,325$1,034 06/30/2019
     WSO6,325$1,034 06/30/2019
Renaissance Technologies LLC6,100$1,032 09/30/2019
     WSO6,100$1,032 09/30/2019
Thomas J. Herzfeld Advisors Inc.6,000$1,015 09/30/2019
     WSO6,000$1,015 09/30/2019
Municipal Employees Retirement System of Michigan5,980$1,012 09/30/2019
     WSO5,980$1,012 09/30/2019
BNP Paribas Arbitrage SA5,959$1,008 09/30/2019
     WSO5,959$1,008 09/30/2019
Russell Investments Group Ltd.5,925$1,002 09/30/2019
     WSO5,925$1,002 09/30/2019
State of Alaska Department of Revenue5,797$980 09/30/2019
     WSO5,797$980 09/30/2019
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,742$971 09/30/2019
     WSO5,742$971 09/30/2019
Johnson Investment Counsel Inc.5,719$968 09/30/2019
     WSO5,719$968 09/30/2019
Cumberland Partners Ltd5,650$955 09/30/2019
     WSO5,650$955 09/30/2019
Taylor Frigon Capital Management LLC5,607$949 09/30/2019
     WSO5,607$949 09/30/2019
PEAK6 Investments LLC $938 09/30/2019
     Call5,800$972 09/30/2019
     Put200$34 09/30/2019
Driehaus Capital Management LLC5,426$918 09/30/2019
     WSO5,426$918 09/30/2019
New Mexico Educational Retirement Board5,600$916 06/30/2019
     WSO5,600$916 06/30/2019
AQR Capital Management LLC5,585$913 06/30/2019
     WSO5,585$913 06/30/2019
Cutter & CO Brokerage Inc.5,311$899 09/30/2019
     WSO5,311$899 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC5,296$895 09/30/2019
     WSO5,296$895 09/30/2019
Guggenheim Capital LLC5,114$865 09/30/2019
     WSO5,114$865 09/30/2019
Frontier Wealth Management LLC5,100$863 09/30/2019
     WSO5,100$863 09/30/2019
Glen Harbor Capital Management LLC5,040$853 09/30/2019
     WSO5,040$853 09/30/2019
Barbara Oil Co.5,000$846 09/30/2019
     WSO5,000$846 09/30/2019
Alpha Omega Wealth Management LLC4,757$846 09/30/2019
     WSO4,757$846 09/30/2019
Eqis Capital Management Inc.4,936$835 09/30/2019
     WSO4,936$835 09/30/2019
Virginia Retirement Systems ET AL4,700$795 09/30/2019
     WSO4,700$795 09/30/2019
Advisor Group Inc. $777 09/30/2019
     WSO3,891$658 09/30/2019
     WSO.B708$119 09/30/2019
Xact Kapitalforvaltning AB4,558$771 09/30/2019
     WSO4,558$771 09/30/2019
Amundi Pioneer Asset Management Inc.4,410$721 06/30/2019
     WSO4,410$721 06/30/2019
AMP Capital Investors Ltd4,092$681 09/30/2019
     WSO4,092$681 09/30/2019
Cubist Systematic Strategies LLC4,127$675 06/30/2019
     WSO4,127$675 06/30/2019
RFG Advisory LLC3,965$671 09/30/2019
     WSO3,965$671 09/30/2019
Meadow Creek Investment Management LLC3,960$670 09/30/2019
     WSO3,960$670 09/30/2019
THB Asset Management3,940$666 09/30/2019
     WSO3,940$666 09/30/2019
CSS LLC IL $656 06/30/2019
     WSO.B3,971$656 06/30/2019
Princeton Global Asset Management LLC3,975$650 06/30/2019
     WSO3,975$650 06/30/2019
Cambridge Investment Research Advisors Inc.3,731$631 09/30/2019
     WSO3,731$631 09/30/2019
Capital Analysts LLC3,660$619 09/30/2019
     WSO3,660$619 09/30/2019
Securian Asset Management Inc3,652$618 09/30/2019
     WSO3,652$618 09/30/2019
King Luther Capital Management Corp3,610$611 09/30/2019
     WSO3,610$611 09/30/2019
Yorktown Management & Research Co Inc3,400$575 09/30/2019
     WSO3,400$575 09/30/2019
Fiduciary Trust Co.3,325$563 09/30/2019
     WSO3,325$563 09/30/2019
Dupont Capital Management Corp3,307$559 09/30/2019
     WSO3,307$559 09/30/2019
Riverhead Capital Management LLC3,285$556 09/30/2019
     WSO3,285$556 09/30/2019
Bank of Montreal Can3,279$554 09/30/2019
     WSO3,279$554 09/30/2019
Voya Financial Advisors Inc.3,322$553 09/30/2019
     WSO3,322$553 09/30/2019
Private Trust Co. NA3,267$552 09/30/2019
     WSO3,267$552 09/30/2019
Schonfeld Strategic Advisors LLC3,200$541 09/30/2019
     WSO3,200$541 09/30/2019
Public Employees Retirement Association of Colorado3,147$532 09/30/2019
     WSO3,147$532 09/30/2019
AGF Investments LLC3,093$523 09/30/2019
     WSO3,093$523 09/30/2019
Advisors Capital Management LLC3,141$514 06/30/2019
     WSO3,141$514 06/30/2019
Aptus Capital Advisors LLC2,985$505 09/30/2019
     WSO2,985$505 09/30/2019
Piedmont Investment Advisors Inc.2,920$494 09/30/2019
     WSO2,920$494 09/30/2019
Stephens Inc. AR2,879$487 09/30/2019
     WSO2,879$487 09/30/2019
Flinton Capital Management LLC2,880$487 09/30/2019
     WSO2,880$487 09/30/2019
Mercer Global Advisors Inc. ADV2,809$475 09/30/2019
     WSO2,809$475 09/30/2019
Shell Asset Management Co.2,766$468 09/30/2019
     WSO2,766$468 09/30/2019
Cox Capital Mgt LLC2,755$466 09/30/2019
     WSO2,755$466 09/30/2019
Conning Inc.2,720$460 09/30/2019
     WSO2,720$460 09/30/2019
Jane Street Group LLC2,806$459 06/30/2019
     WSO2,806$459 06/30/2019
Rafferty Asset Management LLC2,684$454 09/30/2019
     WSO2,684$454 09/30/2019
Crossmark Global Holdings Inc.2,636$446 09/30/2019
     WSO2,636$446 09/30/2019
Personal CFO Solutions LLC2,061$444 09/30/2019
     WSO2,061$444 09/30/2019
ProShare Advisors LLC2,598$440 09/30/2019
     WSO2,598$440 09/30/2019
ExodusPoint Capital Management LP2,553$432 09/30/2019
     WSO2,553$432 09/30/2019
Donaldson Capital Management LLC2,549$431 09/30/2019
     WSO2,549$431 09/30/2019
Profund Advisors LLC2,419$409 09/30/2019
     WSO2,419$409 09/30/2019
Psagot Investment House Ltd.2,500$409 06/30/2019
     WSO2,500$409 06/30/2019
HRT Financial LLC2,409$393 06/30/2019
     WSO2,409$393 06/30/2019
Groesbeck Investment Management Corp NJ2,320$392 09/30/2019
     WSO2,320$392 09/30/2019
Fulcrum Equity Management2,269$384 09/30/2019
     WSO2,269$384 09/30/2019
Commonwealth Equity Services LLC2,217$375 09/30/2019
     WSO2,217$375 09/30/2019
Cadence Capital Management LLC2,159$365 09/30/2019
     WSO2,159$365 09/30/2019
TrinityPoint Wealth LLC2,028$362 09/30/2019
     WSO2,028$362 09/30/2019
LPL Financial LLC2,134$361 09/30/2019
     WSO2,134$361 09/30/2019
Cetera Advisors LLC2,118$358 09/30/2019
     WSO2,118$358 09/30/2019
Noked Capital LTD2,100$355 09/30/2019
     WSO2,100$355 09/30/2019
Noked Israel Ltd2,100$355 09/30/2019
     WSO2,100$355 09/30/2019
Itau Unibanco Holding S.A.2,128$348 06/30/2019
     WSO2,128$348 06/30/2019
Squarepoint Ops LLC2,115$346 06/30/2019
     WSO2,115$346 06/30/2019
Zebra Capital Management LLC2,096$343 06/30/2019
     WSO2,096$343 06/30/2019
World Asset Management Inc2,006$339 09/30/2019
     WSO2,006$339 09/30/2019
Webster Bank N. A.1,997$338 09/30/2019
     WSO1,997$338 09/30/2019
Zurcher Kantonalbank Zurich Cantonalbank 1,982$335 09/30/2019
     WSO1,982$335 09/30/2019
Millennium Management LLC30,233$333 06/30/2019
     WSO30,233$333 06/30/2019
Shelton Capital Management1,930$327 09/30/2019
     WSO1,930$327 09/30/2019
First Hawaiian Bank1,925$326 09/30/2019
     WSO1,925$326 09/30/2019
Bellevue Group AG1,993$326 06/30/2019
     WSO1,993$326 06/30/2019
American Century Companies Inc.1,920$325 09/30/2019
     WSO1,920$325 09/30/2019
Delta Investment Management LLC1,878$317 09/30/2019
     WSO1,878$317 09/30/2019
Virtu Financial LLC1,930$316 06/30/2019
     WSO1,930$316 06/30/2019
Steward Partners Investment Advisory LLC1,847$312 09/30/2019
     WSO1,847$312 09/30/2019
Park National Corp OH1,815$307 09/30/2019
     WSO1,815$307 09/30/2019
First Allied Advisory Services Inc.1,760$304 09/30/2019
     WSO1,760$304 09/30/2019
AlphaStar Capital Management LLC1,719$281 06/30/2019
     WSO1,719$281 06/30/2019
Raymond James Trust N.A.1,628$276 09/30/2019
     WSO1,628$276 09/30/2019
LS Investment Advisors LLC1,631$276 09/30/2019
     WSO1,631$276 09/30/2019
Allianz Asset Management GmbH1,615$273 09/30/2019
     WSO1,615$273 09/30/2019
First Mercantile Trust Co.1,587$268 09/30/2019
     WSO1,587$268 09/30/2019
Point72 Asset Management L.P.1,560$255 06/30/2019
     WSO1,560$255 06/30/2019
Advisor Partners LLC1,503$254 09/30/2019
     WSO1,503$254 09/30/2019
Suntrust Banks Inc.1,414$239 09/30/2019
     WSO1,414$239 09/30/2019
Ladenburg Thalmann Financial Services Inc.1,353$230 09/30/2019
     WSO1,353$230 09/30/2019
BBVA USA Bancshares Inc.1,346$228 09/30/2019
     WSO1,346$228 09/30/2019
Gotham Asset Management LLC1,387$227 06/30/2019
     WSO1,387$227 06/30/2019
CIBC Asset Management Inc1,338$226 09/30/2019
     WSO1,338$226 09/30/2019
Creative Planning1,246$211 09/30/2019
     WSO1,246$211 09/30/2019
Hotaling Investment Management LLC1,244$210 09/30/2019
     WSO1,244$210 09/30/2019
Commerce Bank1,222$207 09/30/2019
     WSO1,222$207 09/30/2019
Rikoon Group LLC1,218$206 09/30/2019
     WSO1,218$206 09/30/2019
Menta Capital LLC1,260$206 06/30/2019
     WSO1,260$206 06/30/2019
First Bank & Trust1,214$205 09/30/2019
     WSO1,214$205 09/30/2019
First Citizens Bank & Trust Co.1,190$201 09/30/2019
     WSO1,190$201 09/30/2019
GQ Asset Management LLC1,223$200 06/30/2019
     WSO1,223$200 06/30/2019
Benjamin Edwards Inc.1,002$170 09/30/2019
     WSO1,002$170 09/30/2019
Parallel Advisors LLC878$149 09/30/2019
     WSO878$149 09/30/2019
Glenmede Trust Co. NA844$138 06/30/2019
     WSO844$138 06/30/2019
San Francisco Sentry Investment Group CA806$136 09/30/2019
     WSO806$136 09/30/2019
Winslow Evans & Crocker Inc.800$136 09/30/2019
     WSO800$136 09/30/2019
Captrust Financial Advisors820$134 06/30/2019
     WSO820$134 06/30/2019
Taylor Hoffman Wealth Management710$120 09/30/2019
     WSO710$120 09/30/2019
Meeder Asset Management Inc.628$106 09/30/2019
     WSO628$106 09/30/2019
Quantamental Technologies LLC608$103 09/30/2019
     WSO608$103 09/30/2019
Fifth Third Bancorp594$97 06/30/2019
     WSO594$97 06/30/2019
Hilton Capital Management LLC559$95 09/30/2019
     WSO559$95 09/30/2019
Northwestern Mutual Wealth Management Co.557$94 09/30/2019
     WSO557$94 09/30/2019
Capital Investment Advisory Services LLC548$93 09/30/2019
     WSO548$93 09/30/2019
Synovus Financial Corp475$80 09/30/2019
     WSO475$80 09/30/2019
Virtus Alternative Investment Advisers Inc.361$61 09/30/2019
     WSO361$61 09/30/2019
Perkins Coie Trust Co340$58 09/30/2019
     WSO340$58 09/30/2019
Parkside Financial Bank & Trust337$57 09/30/2019
     WSO337$57 09/30/2019
CENTRAL TRUST Co300$51 09/30/2019
     WSO300$51 09/30/2019
FTB Advisors Inc.303$50 09/30/2019
     WSO303$50 09/30/2019
Ellis Investment Partners LLC298$48 09/30/2019
     WSO298$48 09/30/2019
Advisory Services Network LLC273$45 09/30/2019
     WSO273$45 09/30/2019
Heritage Wealth Advisors263$44 09/30/2019
     WSO263$44 09/30/2019
Endurance Wealth Management Inc.245$41 09/30/2019
     WSO245$41 09/30/2019
Penserra Capital Management LLC248$40 06/30/2019
     WSO248$40 06/30/2019
Cedar Wealth Management LLC230$39 09/30/2019
     WSO230$39 09/30/2019
Private Capital Group LLC209$35 09/30/2019
     WSO209$35 09/30/2019
Quest Capital Management Inc. ADV193$33 09/30/2019
     WSO193$33 09/30/2019
Quadrant Capital Group LLC200$33 09/30/2019
     WSO200$33 09/30/2019
Brown Brothers Harriman & Co.190$31 06/30/2019
     WSO190$31 06/30/2019
Tower Research Capital LLC TRC 157$27 09/30/2019
     WSO157$27 09/30/2019
Financial Gravity Wealth Inc.116$20 09/30/2019
     WSO116$20 09/30/2019
AdvisorNet Financial Inc111$19 09/30/2019
     WSO111$19 09/30/2019
Flagship Harbor Advisors LLC113$19 09/30/2019
     WSO113$19 09/30/2019
MUFG Americas Holdings Corp106$18 09/30/2019
     WSO106$18 09/30/2019
Whitener Capital Management Inc.105$17 09/30/2019
     WSO105$17 09/30/2019
Gemmer Asset Management LLC101$17 09/30/2019
     WSO101$17 09/30/2019
Hall Laurie J Trustee95$16 09/30/2019
     WSO95$16 09/30/2019
Cerebellum GP LLC94$16 09/30/2019
     WSO94$16 09/30/2019
Carroll Financial Associates Inc.92$15 09/30/2019
     WSO92$15 09/30/2019
Huntington National Bank80$14 09/30/2019
     WSO80$14 09/30/2019
Orrstown Financial Services Inc.85$14 09/30/2019
     WSO85$14 09/30/2019
Thompson Siegel & Walmsley LLC71$12 09/30/2019
     WSO71$12 09/30/2019
CSat Investment Advisory L.P.68$12 09/30/2019
     WSO68$12 09/30/2019
Institutional & Family Asset Management LLC74$12 06/30/2019
     WSO74$12 06/30/2019
CWM LLC65$11 09/30/2019
     WSO65$11 09/30/2019
Sowell Financial Services LLC64$11 09/30/2019
     WSO64$11 09/30/2019
Reilly Financial Advisors LLC57$10 09/30/2019
     WSO57$10 09/30/2019
Pearl River Capital LLC53$9 09/30/2019
     WSO53$9 09/30/2019
Squar Milner Financial Services LLC58$9 09/30/2019
     WSO58$9 09/30/2019
Estabrook Capital Management48$8 09/30/2019
     WSO48$8 09/30/2019
Signaturefd LLC49$8 09/30/2019
     WSO49$8 09/30/2019
IFP Advisors Inc51$8 09/30/2019
     WSO51$8 09/30/2019
Panagora Asset Management Inc.37$6 09/30/2019
     WSO37$6 09/30/2019
Johnson Financial Group Inc.38$6 09/30/2019
     WSO38$6 09/30/2019
Versant Capital Management Inc37$6 09/30/2019
     WSO37$6 09/30/2019
Pin Oak Investment Advisors Inc.38$6 06/30/2019
     WSO38$6 06/30/2019
Cornerstone Advisors Inc.29$5 09/30/2019
     WSO29$5 09/30/2019
TCI Wealth Advisors Inc.24$4 09/30/2019
     WSO24$4 09/30/2019
Liberty Wealth Management LLC26$4 09/30/2019
     WSO26$4 09/30/2019
Earnest Partners LLC23$4 06/30/2019
     WSO23$4 06/30/2019
Enterprise Financial Services Corp18$3 09/30/2019
     WSO18$3 09/30/2019
Trust Co. of Vermont15$3 09/30/2019
     WSO15$3 09/30/2019
Assetmark Inc.18$3 09/30/2019
     WSO18$3 09/30/2019
Rehmann Capital Advisory Group16$3 06/30/2019
     WSO16$3 06/30/2019
Proequities Inc. $2 09/30/2019
     WSO12$2 09/30/2019
     Put0$0 09/30/2019
     Call0$0 09/30/2019
     WSO.B0$0 09/30/2019
Bartlett & Co. LLC12$2 09/30/2019
     WSO12$2 09/30/2019
Wealthcare Advisory Partners LLC13$2 09/30/2019
     WSO13$2 09/30/2019
Centerpoint Advisors LLC14$2 09/30/2019
     WSO14$2 09/30/2019
Coastal Investment Advisors Inc.14$2 09/30/2019
     WSO14$2 09/30/2019
Creative Financial Designs Inc. ADV6$1 09/30/2019
     WSO6$1 09/30/2019
Bessemer Group Inc.6$1 09/30/2019
     WSO6$1 09/30/2019
Financial Architects Inc4$1 09/30/2019
     WSO4$1 09/30/2019
Sonora Investment Management LLC7$1 09/30/2019
     WSO7$1 09/30/2019
Gradient Investments LLC3$1 09/30/2019
     WSO3$1 09/30/2019
Glassman Wealth Services6$1 09/30/2019
     WSO6$1 09/30/2019
Valeo Financial Advisors LLC6$1 09/30/2019
     WSO6$1 09/30/2019
Camarda Financial Advisors LLC7$1 06/30/2019
     WSO7$1 06/30/2019
Stonebridge Capital Advisors LLC2$0 09/30/2019
     WSO2$0 09/30/2019
Personal Wealth Partners1$0 09/30/2019
     WSO1$0 09/30/2019
Susquehanna International Group LLP1,933$-28 09/30/2019
     Put25,300$4,280 09/30/2019
     Call23,200$3,925 09/30/2019
     WSO1,933$327 09/30/2019

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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