William Penn Bank Employee Stock Ownership Plan
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William P. Foley, II
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William P. Lauder
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William P. Stiritz
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William R. Kruse
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William Santana Li
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Williams Financial, LLC
NORTH BENNINGTON, VT
#6,628
Small
$193,675,019
20
Sep 30, 2026
Filed Oct 19
William S. Fisher
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Williams Gregg
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Williams Jones & Associates LLC
New York, NY
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Williams Jones Wealth Management, LLC.
New York, NY
#596
Mid
$8,829,371,257
404
Sep 30, 2026
Filed Nov 5
William Snider
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Williams & Novak, LLC
WESTLAKE VILLAGE, CA
#7,396
Small
$161,179,227
95
Sep 30, 2026
Filed Oct 9
Williamson Legacy Group, LLC
CARMEL, IN
#6,515
Small
$201,413,957
74
Jun 30, 2026
Filed Aug 13
William Tai-Wei Ho
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William T. Dillard, II
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William Tremaine Reny
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William Wei Huang
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William W. Robinson
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William W. Smith, Jr.
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Willifood Investments Ltd
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Williiam Wei Wang
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Willingdon Wealth Management
HUNTERSVILLE, NC
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Small
$350,933,477
255
Mar 31, 2020
Filed Apr 21
WILLIS CHARLES F IV
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Willis Investment Counsel
GAINESVILLE, GA
#1,545
Mid
$1,947,685,583
118
Sep 30, 2026
Filed Oct 20
Willis Johnson & Associates, Inc.
Houston, TX
#1,720
Mid
$1,812,834,706
56
Sep 30, 2026
Filed Nov 3
WiL, LLC
Palo Alto, CA
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Micro
$17,496,649
3
Sep 30, 2022
Filed Nov 2
WILLNER & HELLER, LLC
ENCINO, CA
#7,228
Small
$150,927,582
129
Sep 30, 2026
Filed Oct 28
Willoughby Capital Holdings, LLC
White Plains, NY
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Willow Creek Capital Management, Inc.
MISSOULA, MT
#8,304
Small
$102,388,866
94
Sep 30, 2026
Filed Oct 16
Willow Creek Wealth Management Inc.
Sebastopol, CA
#1,937
Mid
$1,479,837,137
117
Sep 30, 2026
Filed Oct 26
Willow Financial LLC
ROGERS, AR
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Micro
$92,712,343
32
Mar 31, 2026
Filed Apr 21
Willow Lane Sponsor II, LLC
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Willow Lane Sponsor, LLC
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Willow Street Advisors LLC
NAPLES, FL
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Will Reeves
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Wills Financial Group, Inc.
RICHMOND, VA
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Small
$231,606,224
64
Dec 31, 2024
Filed Feb 14
Wills Financial Group LLC
RICHMOND, VA
#5,513
Small
$274,359,797
76
Jun 30, 2026
Filed Aug 14
Wilmar Advisors LLC
Juno Beach, FL
#7,681
Small
$138,053,935
22
Jun 30, 2026
Filed Aug 13
Wilmington Funds Management Corp
WILMINGTON, DE
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Micro
$0
1
Jun 30, 2014
Filed Aug 13
Wilmington Savings Fund Society, FSB
WILMINGTON, DE
#955
Mid
$4,210,295,056
1,196
Sep 30, 2026
Filed Oct 23
WILMINGTON TRUST CO
WILMINGTON, DE
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Wilmington Trust Investment Management, LLC
ATLANTA, GA
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Wilmington Trust, National Association
WILMINGTON, DE
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WILSEY ASSET MANAGEMENT INC
SAN DIEGO, CA
#3,200
Small
$681,151,571
26
Sep 30, 2026
Filed Oct 21
Wilshire Advisors LLC
Santa Monica, CA
#8,749
Micro
$10,335,772
2
Jun 30, 2026
Filed Jul 27
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
SYDNEY, C3
#4,689
Small
$350,422,164
39
Sep 30, 2026
Filed Oct 26
Wilson & Boucher Capital Management, LLC
MORAGA, CA
#7,033
Small
$169,349,173
84
Jun 30, 2026
Filed Aug 19
Wilson Garrett Patrick
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Wilson, Kemp & Associates, Inc.
BIRMINGHAM, MI
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