Filing Research | WW - WW INTL INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	AEGON USA Investment Management, LLC	Shares	230.1KSH	$3.7M
2	Beach Point Capital Management LP	Shares	31.2KSH	$497.8K
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	14.3KSH	$228.1K
4	Physician Wealth Advisors, Inc.	Shares	52SH	$831
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	26SH	$422
6	ST GERMAIN D J CO INC	Shares	11SH	$176
7	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	8SH	$128
8	Farther Finance Advisors, LLC	Shares	5SH	$80
9	Atlantic Edge Private Wealth Management, LLC	Shares	3SH	$48
10	Bogart Wealth, LLC	Shares	2SH	$32
11	Vision Retirement, LLC	Shares	2SH	$25
12	GoalVest Advisory LLC	Shares	1SH	$16
13	LANARK FINANCIAL, INC.	Shares	1SH	$15

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	AEGON USA Investment Management, LLC added	Shares	+26.5K	+$879.1K	$3.7M
2	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+14.3K	+$228.1K	$228.1K
3	Beach Point Capital Management LP unchanged	Shares	0	+$69.8K	$497.8K
4	Physician Wealth Advisors, Inc. new	Shares	+52	+$831	$831
5	ST GERMAIN D J CO INC added	Shares	+10	+$162	$176
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$56	$422
7	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$41	$128
8	GoalVest Advisory LLC new	Shares	+1	+$16	$16
9	Farther Finance Advisors, LLC unchanged	Shares	0	+$10	$80
10	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$6	$48
11	Bogart Wealth, LLC unchanged	Shares	0	+$5	$32
12	Vision Retirement, LLC unchanged	Shares	0	+$3	$25
13	LANARK FINANCIAL, INC. unchanged	Shares	0	+$2	$15
14	Fortitude Family Office, LLC exited	Shares	-1	-$14	$0

Filing Research | WW - WW INTL INC Institutional Holdings