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.1,604,162$253,506 03/31/2020
     WSO1,604,162$253,506 03/31/2020
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
State Street Corp832,698$131,591 03/31/2020
     WSO832,698$131,591 03/31/2020
DAVENPORT & Co LLC736,710$116,422 03/31/2020
     WSO736,710$116,422 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
Geode Capital Management LLC415,978$65,736 03/31/2020
     WSO415,978$65,736 03/31/2020
Markel Corp397,000$62,738 03/31/2020
     WSO397,000$62,738 03/31/2020
Price T Rowe Associates Inc. MD395,513$62,503 03/31/2020
     WSO395,513$62,503 03/31/2020
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
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
First Trust Advisors LP296,836$46,909 03/31/2020
     WSO296,836$46,909 03/31/2020
Boston Financial Mangement LLC285,236$45,076 03/31/2020
     WSO285,236$45,076 03/31/2020
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
Anchor Capital Advisors LLC258,856$40,907 03/31/2020
     WSO258,856$40,907 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
Raymond James & Associates253,390$40,043 03/31/2020
     WSO253,390$40,043 03/31/2020
Mitsubishi UFJ Trust & Banking Corp224,574$35,489 03/31/2020
     WSO224,574$35,489 03/31/2020
Bahl & Gaynor Inc.215,490$34,054 03/31/2020
     WSO215,490$34,054 03/31/2020
Dearborn Partners LLC207,281$32,757 03/31/2020
     WSO207,281$32,757 03/31/2020
Bank of America Corp DE201,639$31,864 03/31/2020
     WSO201,639$31,864 03/31/2020
GW&K Investment Management LLC174,194$27,528 03/31/2020
     WSO174,194$27,528 03/31/2020
Motley Fool Asset Management LLC172,632$27,281 03/31/2020
     WSO172,632$27,281 03/31/2020
M&T Bank Corp170$26,865 03/31/2020
     WSO170$26,865 03/31/2020
Welch & Forbes LLC161,824$25,574 03/31/2020
     WSO161,824$25,574 03/31/2020
Howland Capital Management LLC156,862$24,789 03/31/2020
     WSO156,862$24,789 03/31/2020
WASHINGTON TRUST Co150,014$23,706 03/31/2020
     WSO150,014$23,706 03/31/2020
Regions Financial Corp142,414$22,506 03/31/2020
     WSO142,414$22,506 03/31/2020
New York State Common Retirement Fund141,000$22,282 03/31/2020
     WSO141,000$22,282 03/31/2020
Schwartz Investment Counsel Inc.136,700$21,603 03/31/2020
     WSO136,700$21,603 03/31/2020
Scharf Investments LLC134,921$21,322 03/31/2020
     WSO134,921$21,322 03/31/2020
Captrust Financial Advisors128,250$20,260 03/31/2020
     WSO128,250$20,260 03/31/2020
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
Riverbridge Partners LLC115,106$18,190 03/31/2020
     WSO115,106$18,190 03/31/2020
JPMorgan Chase & Co.114,603$18,111 03/31/2020
     WSO114,603$18,111 03/31/2020
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
Principal Financial Group Inc.99,414$15,710 03/31/2020
     WSO99,414$15,710 03/31/2020
KAMES CAPITAL plc99,209$15,677 03/31/2020
     WSO99,209$15,677 03/31/2020
Natixis Advisors L.P.98,773$15,609 03/31/2020
     WSO98,773$15,609 03/31/2020
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
The Manufacturers Life Insurance Company 89,796$14,191 03/31/2020
     WSO89,796$14,191 03/31/2020
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
Quantum Capital Management LLC NJ80,194$12,673 03/31/2020
     WSO80,194$12,673 03/31/2020
Retirement Systems of Alabama80,021$12,646 03/31/2020
     WSO80,021$12,646 03/31/2020
Thrivent Financial for Lutherans77,079$12,180 03/31/2020
     WSO77,079$12,180 03/31/2020
California Public Employees Retirement System74,043$11,701 03/31/2020
     WSO74,043$11,701 03/31/2020
Parametric Portfolio Associates LLC71,564$11,309 03/31/2020
     WSO71,564$11,309 03/31/2020
Frontier Capital Management Co. LLC69,469$10,978 03/31/2020
     WSO69,469$10,978 03/31/2020
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
Cambridge Trust Co.63,553$10,043 03/31/2020
     WSO63,553$10,043 03/31/2020
Pennsylvania Trust Co63,389$10,017 03/31/2020
     WSO63,389$10,017 03/31/2020
Swiss National Bank63,344$10,010 03/31/2020
     WSO63,344$10,010 03/31/2020
Eagle Asset Management Inc.61,392$9,701 03/31/2020
     WSO61,392$9,701 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
Victory Capital Management Inc.55,233$8,728 03/31/2020
     WSO55,233$8,728 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
Stock Yards Bank & Trust Co.54,476$8,609 03/31/2020
     WSO54,476$8,609 03/31/2020
Baird Financial Group Inc.54,324$8,585 03/31/2020
     WSO54,324$8,585 03/31/2020
Southernsun Asset Management LLC53,165$8,402 03/31/2020
     WSO53,165$8,402 03/31/2020
Conestoga Capital Advisors LLC51,874$8,198 03/31/2020
     WSO51,874$8,198 03/31/2020
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
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
Grace & White Inc. NY48,200$7,617 03/31/2020
     WSO48,200$7,617 03/31/2020
Cynosure Management LLC46,862$7,406 03/31/2020
     WSO46,862$7,406 03/31/2020
TD Asset Management Inc.46,540$7,354 03/31/2020
     WSO46,540$7,354 03/31/2020
New York State Teachers Retirement System41,854$6,614 03/31/2020
     WSO41,854$6,614 03/31/2020
LaFleur & Godfrey LLC40,429$6,389 03/31/2020
     WSO40,429$6,389 03/31/2020
State Board of Administration of Florida Retirement System38,332$6,058 03/31/2020
     WSO38,332$6,058 03/31/2020
Envestnet Asset Management Inc.38,089$6,019 03/31/2020
     WSO38,089$6,019 03/31/2020
Denali Advisors LLC37,700$5,958 03/31/2020
     WSO37,700$5,958 03/31/2020
Handelsinvest Investeringsforvaltning37,500$5,926 03/31/2020
     WSO37,500$5,926 03/31/2020
Los Angeles Capital Management & Equity Research Inc.34,944$5,522 03/31/2020
     WSO34,944$5,522 03/31/2020
Credit Suisse AG34,890$5,513 03/31/2020
     WSO34,890$5,513 03/31/2020
WINTON GROUP Ltd31,639$5,000 03/31/2020
     WSO31,639$5,000 03/31/2020
Mutual of America Capital Management LLC30,375$4,800 03/31/2020
     WSO30,375$4,800 03/31/2020
Buckhead Capital Management LLC30,377$4,800 03/31/2020
     WSO30,377$4,800 03/31/2020
Unigestion Holding SA29,903$4,726 03/31/2020
     WSO29,903$4,726 03/31/2020
Pembroke Management LTD28,975$4,579 03/31/2020
     WSO28,975$4,579 03/31/2020
Texas Permanent School Fund27,733$4,383 03/31/2020
     WSO27,733$4,383 03/31/2020
Running Oak Capital LLC27,245$4,306 03/31/2020
     WSO27,245$4,306 03/31/2020
Prudential Financial Inc.26,634$4,209 03/31/2020
     WSO26,634$4,209 03/31/2020
Ensign Peak Advisors Inc25,485$4,027 03/31/2020
     WSO25,485$4,027 03/31/2020
Teachers Retirement System of The State of Kentucky21,944$3,953 12/31/2019
     WSO21,944$3,953 12/31/2019
Bath Savings Trust Co24,693$3,902 03/31/2020
     WSO24,693$3,902 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
Marks Group Wealth Management Inc23,936$3,784 03/31/2020
     WSO23,936$3,784 03/31/2020
Aperio Group LLC23,835$3,766 03/31/2020
     WSO23,835$3,766 03/31/2020
Wendell David Associates Inc.23,320$3,685 03/31/2020
     WSO23,320$3,685 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
Royce & Associates LP23,149$3,658 03/31/2020
     WSO23,149$3,658 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
Northstar Investment Advisors LLC22,404$3,541 03/31/2020
     WSO22,404$3,541 03/31/2020
Advantage Alpha Capital Partners LP22,143$3,499 03/31/2020
     WSO22,143$3,499 03/31/2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA21,573$3,409 03/31/2020
     WSO21,573$3,409 03/31/2020
Holocene Advisors LP20,891$3,301 03/31/2020
     WSO20,891$3,301 03/31/2020
Comerica Bank19,384$3,111 03/31/2020
     WSO19,384$3,111 03/31/2020
Redmond Asset Management LLC19,192$3,033 03/31/2020
     WSO19,192$3,033 03/31/2020
Nisa Investment Advisors LLC18,750$2,963 03/31/2020
     WSO18,750$2,963 03/31/2020
MetLife Investment Management LLC18,741$2,962 03/31/2020
     WSO18,741$2,962 03/31/2020
Arcadia Investment Management Corp MI17,715$2,800 03/31/2020
     WSO17,715$2,800 03/31/2020
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
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
Susquehanna Fundamental Investments LLC16,856$2,664 03/31/2020
     WSO16,856$2,664 03/31/2020
Oppenheimer Asset Management Inc.16,133$2,550 03/31/2020
     WSO16,133$2,550 03/31/2020
UBS Group AG $2,472 03/31/2020
     WSO15,075$2,382 03/31/2020
     WSO.B574$90 03/31/2020
Vision Capital Management Inc.15,336$2,424 03/31/2020
     WSO15,336$2,424 03/31/2020
Ipswich Investment Management Co. Inc.15,062$2,380 03/31/2020
     WSO15,062$2,380 03/31/2020
Man Group plc14,960$2,364 03/31/2020
     WSO14,960$2,364 03/31/2020
BNP Paribas Arbitrage SA14,880$2,351 03/31/2020
     WSO14,880$2,351 03/31/2020
Middleton & Co Inc MA14,620$2,311 03/31/2020
     WSO14,620$2,311 03/31/2020
Stratos Wealth Partners LTD.14,390$2,274 03/31/2020
     WSO14,390$2,274 03/31/2020
Franklin Resources Inc.13,588$2,148 03/31/2020
     WSO13,588$2,148 03/31/2020
Public Employees Retirement System of Ohio13,443$2,124 03/31/2020
     WSO13,443$2,124 03/31/2020
Townsquare Capital LLC13,296$2,121 03/31/2020
     WSO13,296$2,121 03/31/2020
Treasurer of the State of North Carolina13,390$2,116 03/31/2020
     WSO13,390$2,116 03/31/2020
US Bancorp DE13,296$2,102 03/31/2020
     WSO13,296$2,102 03/31/2020
Navellier & Associates Inc12,467$1,970 03/31/2020
     WSO12,467$1,970 03/31/2020
Oregon Public Employees Retirement Fund12,289$1,942 03/31/2020
     WSO12,289$1,942 03/31/2020
Naples Global Advisors LLC11,881$1,877 03/31/2020
     WSO11,881$1,877 03/31/2020
HighTower Advisors LLC11,432$1,809 03/31/2020
     WSO11,432$1,809 03/31/2020
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
Vident Investment Advisory LLC11,043$1,745 03/31/2020
     WSO11,043$1,745 03/31/2020
O Shares Investment Advisers LLC11,043$1,745 03/31/2020
     WSO11,043$1,745 03/31/2020
Sei Investments Co.11,002$1,738 03/31/2020
     WSO11,002$1,738 03/31/2020
Cutter & CO Brokerage Inc.10,057$1,709 03/31/2020
     WSO10,057$1,709 03/31/2020
Krueger & Catalano Capital Partners LLC10,527$1,664 03/31/2020
     WSO10,527$1,664 03/31/2020
Segall Bryant & Hamill LLC9,600$1,523 03/31/2020
     WSO9,600$1,523 03/31/2020
SG Americas Securities LLC9,363$1,480 03/31/2020
     WSO9,363$1,480 03/31/2020
Hsbc Holdings PLC9,247$1,458 03/31/2020
     WSO9,247$1,458 03/31/2020
Ameritas Investment Partners Inc.9,218$1,457 03/31/2020
     WSO9,218$1,457 03/31/2020
State of Michigan Retirement System9,000$1,422 03/31/2020
     WSO9,000$1,422 03/31/2020
Fiera Capital Corp9,000$1,422 03/31/2020
     WSO9,000$1,422 03/31/2020
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
Dakota Wealth Management8,541$1,350 03/31/2020
     WSO8,541$1,350 03/31/2020
Princeton Global Asset Management LLC8,436$1,333 03/31/2020
     WSO8,436$1,333 03/31/2020
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
Federated Hermes Inc.8,218$1,299 03/31/2020
     WSO8,218$1,299 03/31/2020
Raymond James Financial Services Advisors Inc.8,080$1,277 03/31/2020
     WSO8,080$1,277 03/31/2020
Louisiana State Employees Retirement System7,900$1,248 03/31/2020
     WSO7,900$1,248 03/31/2020
Gabelli Funds LLC $1,231 03/31/2020
     WSO.B7,875$1,231 03/31/2020
Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,681$1,214 03/31/2020
     WSO7,681$1,214 03/31/2020
BBVA USA Bancshares Inc.7,659$1,211 03/31/2020
     WSO7,659$1,211 03/31/2020
Arizona State Retirement System7,665$1,211 03/31/2020
     WSO7,665$1,211 03/31/2020
AQR Capital Management LLC7,335$1,159 03/31/2020
     WSO7,335$1,159 03/31/2020
Janney Montgomery Scott LLC7,330$1,158 03/31/2020
     WSO7,330$1,158 03/31/2020
Voya Investment Management LLC7,313$1,156 03/31/2020
     WSO7,313$1,156 03/31/2020
Amalgamated Bank7,285$1,151 03/31/2020
     WSO7,285$1,151 03/31/2020
AGF Investments LLC7,189$1,136 03/31/2020
     WSO7,189$1,136 03/31/2020
Capital Insight Partners LLC7,187$1,136 03/31/2020
     WSO7,187$1,136 03/31/2020
Russell Investments Group Ltd.7,176$1,132 03/31/2020
     WSO7,176$1,132 03/31/2020
Cumberland Partners Ltd6,975$1,102 03/31/2020
     WSO6,975$1,102 03/31/2020
Sit Investment Associates Inc.6,920$1,094 03/31/2020
     WSO6,920$1,094 03/31/2020
Lee Financial Co6,818$1,077 03/31/2020
     WSO6,818$1,077 03/31/2020
Point72 Asset Management L.P.6,470$1,022 03/31/2020
     WSO6,470$1,022 03/31/2020
BOKF NA6,412$1,013 03/31/2020
     WSO6,412$1,013 03/31/2020
New Mexico Educational Retirement Board5,600$1,009 12/31/2019
     WSO5,600$1,009 12/31/2019
PNC Financial Services Group Inc.6,244$988 03/31/2020
     WSO6,244$988 03/31/2020
Brinker Capital Inc.6,249$987 03/31/2020
     WSO6,249$987 03/31/2020
Utah Retirement Systems6,210$981 03/31/2020
     WSO6,210$981 03/31/2020
Municipal Employees Retirement System of Michigan6,130$969 03/31/2020
     WSO6,130$969 03/31/2020
Virginia Retirement Systems ET AL5,800$917 03/31/2020
     WSO5,800$917 03/31/2020
Cambridge Investment Research Advisors Inc.5,689$899 03/31/2020
     WSO5,689$899 03/31/2020
State of Alaska Department of Revenue5,625$888 03/31/2020
     WSO5,625$888 03/31/2020
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
Taylor Frigon Capital Management LLC5,486$867 03/31/2020
     WSO5,486$867 03/31/2020
AIA Investment Management Private Ltd5,474$865 03/31/2020
     WSO5,474$865 03/31/2020
Ontario Teachers Pension Plan Board5,461$863 03/31/2020
     WSO5,461$863 03/31/2020
RFG Advisory LLC5,352$846 03/31/2020
     WSO5,352$846 03/31/2020
UMB Bank N A MO $839 03/31/2020
     WSO3,211$507 03/31/2020
     WSO.B2,125$332 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC5,296$836 03/31/2020
     WSO5,296$836 03/31/2020
AlphaCrest Capital Management LLC5,202$822 03/31/2020
     WSO5,202$822 03/31/2020
Eqis Capital Management Inc.4,744$820 03/31/2020
     WSO4,744$820 03/31/2020
Deutsche Bank AG5,160$815 03/31/2020
     WSO5,160$815 03/31/2020
Aptus Capital Advisors LLC5,160$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
Barbara Oil Co.5,000$790 03/31/2020
     WSO5,000$790 03/31/2020
Alpha Omega Wealth Management LLC4,730$747 03/31/2020
     WSO4,730$747 03/31/2020
W.E. Donoghue & Co. LLC4,654$735 03/31/2020
     WSO4,654$735 03/31/2020
Xact Kapitalforvaltning AB4,558$720 03/31/2020
     WSO4,558$720 03/31/2020
Highstreet Asset Management Inc.3,892$701 12/31/2019
     WSO3,892$701 12/31/2019
GWM Advisors LLC4,424$699 03/31/2020
     WSO4,424$699 03/31/2020
Advisor Group Inc. $690 12/31/2019
     WSO3,134$564 12/31/2019
     WSO.B708$126 12/31/2019
Public Employees Retirement Association of Colorado4,143$655 03/31/2020
     WSO4,143$655 03/31/2020
Rowland Carmichael Advisors Inc. ADV4,016$635 03/31/2020
     WSO4,016$635 03/31/2020
Compass Ion Advisors LLC3,988$630 03/31/2020
     WSO3,988$630 03/31/2020
Capital Analysts LLC3,960$626 03/31/2020
     WSO3,960$626 03/31/2020
CSS LLC IL $621 03/31/2020
     WSO.B3,971$621 03/31/2020
AGF Investments Inc.3,897$616 03/31/2020
     WSO3,897$616 03/31/2020
Ambassador Advisors LLC3,810$602 03/31/2020
     WSO3,810$602 03/31/2020
Advisors Capital Management LLC3,628$573 03/31/2020
     WSO3,628$573 03/31/2020
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
Advisor Group Holdings Inc. $538 03/31/2020
     WSO2,698$427 03/31/2020
     WSO.B708$111 03/31/2020
Securian Asset Management Inc3,383$535 03/31/2020
     WSO3,383$535 03/31/2020
Private Trust Co. NA3,267$516 03/31/2020
     WSO3,267$516 03/31/2020
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
Bank of Nova Scotia3,145$497 03/31/2020
     WSO3,145$497 03/31/2020
Donaldson Capital Management LLC3,138$496 03/31/2020
     WSO3,138$496 03/31/2020
Cox Capital Mgt LLC2,755$496 03/31/2020
     WSO2,755$496 03/31/2020
AMP Capital Investors Ltd3,161$493 03/31/2020
     WSO3,161$493 03/31/2020
Bank of Montreal Can $486 03/31/2020
     WSO3,075$485 03/31/2020
     WSO.B9$1 03/31/2020
Eaton Vance Management2,966$469 03/31/2020
     WSO2,966$469 03/31/2020
Commonwealth Equity Services LLC2,866$453 03/31/2020
     WSO2,866$453 03/31/2020
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
Shell Asset Management Co.2,706$428 03/31/2020
     WSO2,706$428 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
Zurcher Kantonalbank Zurich Cantonalbank 2,606$412 03/31/2020
     WSO2,606$412 03/31/2020
First Hawaiian Bank2,573$406 03/31/2020
     WSO2,573$406 03/31/2020
Paloma Partners Management Co2,571$406 03/31/2020
     WSO2,571$406 03/31/2020
Piedmont Investment Advisors Inc.2,456$388 03/31/2020
     WSO2,456$388 03/31/2020
TrinityPoint Wealth LLC2,404$380 03/31/2020
     WSO2,404$380 03/31/2020
WCM Investment Management LLC2,382$376 03/31/2020
     WSO2,382$376 03/31/2020
NEXT Financial Group Inc2,316$366 03/31/2020
     WSO2,316$366 03/31/2020
Stephens Inc. AR2,291$362 03/31/2020
     WSO2,291$362 03/31/2020
Cetera Advisors LLC2,113$334 03/31/2020
     WSO2,113$334 03/31/2020
Verity & Verity LLC2,070$327 03/31/2020
     WSO2,070$327 03/31/2020
Raymond James Trust N.A.2,029$321 03/31/2020
     WSO2,029$321 03/31/2020
Ballentine Partners LLC2,032$321 03/31/2020
     WSO2,032$321 03/31/2020
Rafferty Asset Management LLC2,006$317 03/31/2020
     WSO2,006$317 03/31/2020
Wealth Alliance1,997$316 03/31/2020
     WSO1,997$316 03/31/2020
Shelton Capital Management1,930$305 03/31/2020
     WSO1,930$305 03/31/2020
APG Asset Management N.V.1,900$300 03/31/2020
     WSO1,900$300 03/31/2020
World Asset Management Inc1,842$291 03/31/2020
     WSO1,842$291 03/31/2020
Park National Corp OH1,821$288 03/31/2020
     WSO1,821$288 03/31/2020
Groesbeck Investment Management Corp NJ1,820$288 03/31/2020
     WSO1,820$288 03/31/2020
Fulcrum Equity Management1,825$288 03/31/2020
     WSO1,825$288 03/31/2020
Steward Partners Investment Advisory LLC1,809$285 03/31/2020
     WSO1,809$285 03/31/2020
Cubist Systematic Strategies LLC1,787$282 03/31/2020
     WSO1,787$282 03/31/2020
Webster Bank N. A.1,771$280 03/31/2020
     WSO1,771$280 03/31/2020
AlphaStar Capital Management LLC1,902$277 03/31/2020
     WSO1,902$277 03/31/2020
First Bank & Trust1,729$273 03/31/2020
     WSO1,729$273 03/31/2020
Cascadia Advisory Services LLC1,505$271 12/31/2019
     WSO1,505$271 12/31/2019
LS Investment Advisors LLC1,626$257 03/31/2020
     WSO1,626$257 03/31/2020
Bayesian Capital Management LP1,614$255 03/31/2020
     WSO1,614$255 03/31/2020
Royal London Asset Management Ltd.1,631$254 03/31/2020
     WSO1,631$254 03/31/2020
Advisor Partners LLC1,531$241 03/31/2020
     WSO1,531$241 03/31/2020
K.J. Harrison & Partners Inc1,450$229 03/31/2020
     WSO1,450$229 03/31/2020
Connor Clark & Lunn Investment Management Ltd.1,450$229 03/31/2020
     WSO1,450$229 03/31/2020
Ellevest Inc.1,434$227 03/31/2020
     WSO1,434$227 03/31/2020
CIBC Asset Management Inc1,424$225 03/31/2020
     WSO1,424$225 03/31/2020
Northwestern Mutual Wealth Management Co.1,391$220 03/31/2020
     WSO1,391$220 03/31/2020
Creative Planning1,336$211 03/31/2020
     WSO1,336$211 03/31/2020
First Mercantile Trust Co.1,327$210 03/31/2020
     WSO1,327$210 03/31/2020
Gotham Asset Management LLC1,323$209 03/31/2020
     WSO1,323$209 03/31/2020
ProShare Advisors LLC1,313$207 03/31/2020
     WSO1,313$207 03/31/2020
Fort L.P.1,140$180 03/31/2020
     WSO1,140$180 03/31/2020
Glenmede Trust Co. NA972$175 03/31/2020
     WSO972$175 03/31/2020
Ladenburg Thalmann Financial Services Inc.1,686$175 12/31/2019
     WSO1,686$175 12/31/2019
Parallel Advisors LLC1,008$159 03/31/2020
     WSO1,008$159 03/31/2020
Dupont Capital Management Corp855$135 03/31/2020
     WSO855$135 03/31/2020
Pendal Group Ltd849$134 03/31/2020
     WSO849$134 03/31/2020
San Francisco Sentry Investment Group CA811$128 03/31/2020
     WSO811$128 03/31/2020
Winslow Evans & Crocker Inc.800$128 03/31/2020
     WSO800$128 03/31/2020
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
Quantbot Technologies LP660$104 03/31/2020
     WSO660$104 03/31/2020
Heritage Wealth Advisors643$102 03/31/2020
     WSO643$102 03/31/2020
Macquarie Group Ltd.592$94 03/31/2020
     WSO592$94 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 Corp562$89 03/31/2020
     WSO562$89 03/31/2020
Fifth Third Bancorp556$88 03/31/2020
     WSO556$88 03/31/2020
Virtus Alternative Investment Advisers Inc.506$80 03/31/2020
     WSO506$80 03/31/2020
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
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
Parkside Financial Bank & Trust334$53 03/31/2020
     WSO334$53 03/31/2020
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
First Horizon Advisors Inc.303$48 03/31/2020
     WSO303$48 03/31/2020
CENTRAL TRUST Co300$47 03/31/2020
     WSO300$47 03/31/2020
Ellis Investment Partners LLC298$47 03/31/2020
     WSO298$47 03/31/2020
Estabrook Capital Management291$46 03/31/2020
     WSO291$46 03/31/2020
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
Advisory Services Network LLC258$41 03/31/2020
     WSO258$41 03/31/2020
Endurance Wealth Management Inc.245$39 03/31/2020
     WSO245$39 03/31/2020
Cedar Wealth Management LLC230$36 03/31/2020
     WSO230$36 03/31/2020
Brown Brothers Harriman & Co.206$33 03/31/2020
     WSO206$33 03/31/2020
Pearl River Capital LLC208$33 03/31/2020
     WSO208$33 03/31/2020
HM Payson & Co.177$32 12/31/2019
     WSO177$32 12/31/2019
Signaturefd LLC188$30 03/31/2020
     WSO188$30 03/31/2020
Squar Milner Financial Services LLC173$27 03/31/2020
     WSO173$27 03/31/2020
Resources Management Corp CT ADV150$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
AdvisorNet Financial Inc111$18 03/31/2020
     WSO111$18 03/31/2020
IFP Advisors Inc124$18 03/31/2020
     WSO124$18 03/31/2020
Flagship Harbor Advisors LLC116$18 03/31/2020
     WSO116$18 03/31/2020
MUFG Americas Holdings Corp106$17 03/31/2020
     WSO106$17 03/31/2020
Hall Laurie J Trustee95$17 12/31/2019
     WSO95$17 12/31/2019
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
Gemmer Asset Management LLC101$16 03/31/2020
     WSO101$16 03/31/2020
CSat Investment Advisory L.P.92$15 03/31/2020
     WSO92$15 03/31/2020
Prelude Capital Management LLC90$14 03/31/2020
     WSO90$14 03/31/2020
Huntington National Bank80$13 03/31/2020
     WSO80$13 03/31/2020
Price Wealth LLC82$13 03/31/2020
     WSO82$13 03/31/2020
Institutional & Family Asset Management LLC74$12 03/31/2020
     WSO74$12 03/31/2020
Thompson Siegel & Walmsley LLC71$11 03/31/2020
     WSO71$11 03/31/2020
Center for Financial Planning Inc.66$10 03/31/2020
     WSO66$10 03/31/2020
Reilly Financial Advisors LLC57$9 03/31/2020
     WSO57$9 03/31/2020
Sofos Investments Inc.50$8 03/31/2020
     WSO50$8 03/31/2020
Tsfg LLC50$8 03/31/2020
     WSO50$8 03/31/2020
Enterprise Financial Services Corp44$7 03/31/2020
     WSO44$7 03/31/2020
CWM LLC43$7 03/31/2020
     WSO43$7 03/31/2020
Johnson Financial Group Inc.38$6 03/31/2020
     WSO38$6 03/31/2020
Cornerstone Advisors Inc.38$6 03/31/2020
     WSO38$6 03/31/2020
Carroll Financial Associates Inc.43$6 03/31/2020
     WSO43$6 03/31/2020
Legacy Bridge LLC40$6 03/31/2020
     WSO40$6 03/31/2020
Orion Portfolio Solutions LLC41$6 03/31/2020
     WSO41$6 03/31/2020
Meeder Asset Management Inc.28$4 03/31/2020
     WSO28$4 03/31/2020
Earnest Partners LLC23$4 03/31/2020
     WSO23$4 03/31/2020
Exchange Traded Concepts LLC25$4 03/31/2020
     WSO25$4 03/31/2020
Key Financial Inc24$4 03/31/2020
     WSO24$4 03/31/2020
Versant Capital Management Inc21$3 03/31/2020
     WSO21$3 03/31/2020
Allred Capital Management LLC18$3 03/31/2020
     WSO18$3 03/31/2020
Atlas Private Wealth Management21$3 03/31/2020
     WSO21$3 03/31/2020
Arkadios Wealth Advisors17$3 03/31/2020
     WSO17$3 03/31/2020
Bessemer Group Inc.14$2 03/31/2020
     WSO14$2 03/31/2020
Bourgeon Capital Management LLC10$2 03/31/2020
     WSO10$2 03/31/2020
Assetmark Inc.12$2 03/31/2020
     WSO12$2 03/31/2020
Wealthcare Advisory Partners LLC13$2 03/31/2020
     WSO13$2 03/31/2020
Truvestments Capital LLC14$2 03/31/2020
     WSO14$2 03/31/2020
Arlington Partners LLC8$1 03/31/2020
     WSO8$1 03/31/2020
Sonora Investment Management LLC9$1 03/31/2020
     WSO9$1 03/31/2020
Bartlett & Co. LLC6$1 03/31/2020
     WSO6$1 03/31/2020
Glassman Wealth Services7$1 03/31/2020
     WSO7$1 03/31/2020
Valeo Financial Advisors LLC6$1 03/31/2020
     WSO6$1 03/31/2020
Liberty Wealth Management LLC4$1 03/31/2020
     WSO4$1 03/31/2020
Harvest Group Wealth Management LLC1$0 03/31/2020
     WSO1$0 03/31/2020
PEAK6 Investments LLC $0 03/31/2020
     Put1,100$174 03/31/2020
     Call1,100$174 03/31/2020
Atticus Wealth Management LLC3$0 03/31/2020
     WSO3$0 03/31/2020
Simplex Trading LLC4$-641 03/31/2020
     Put56$884 03/31/2020
     WSO1,141$180 03/31/2020
     Call4$63 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

Quotes delayed 20 minutes
Get Free SEC filing alerts for WSO:
WSO SEC Filing Email Alerts ServiceExternal link

Funds Holding WSO | www.HoldingsChannel.com

Copyright © 2013 - 2020, 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.