FINW
Finwise BancorpCompany with tickers: FINW
CIK
1856365
CUSIP
31813A109
Shares Outstanding
13,706,039
Investor Relations
https://www.finwisebancorp.com/
13F Activity (30d)
2 filings
1 filers
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding FINW
76 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Wasatch Micro Cap Value Fund | — | 338,459 | $5,367,960 | 1.67% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 281,401 | $4,463,020 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 199,163 | $3,158,725 | 0.00% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 97,682 | $1,549,237 | 0.00% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 45,924 | $773,360 | 0.01% | Long | 2026-02-28 | |
| Fidelity Extended Market Index Fund | — | 45,916 | $773,225 | 0.00% | Long | 2026-02-28 | |
| iShares Russell 2000 Growth ETF | — | 44,454 | $705,040 | 0.01% | Long | 2026-03-31 | |
| Omni Small-Cap Value Fund | — | 30,700 | $486,902 | 0.04% | Long | 2026-03-31 | |
| iShares Russell 2000 Value ETF | — | 30,523 | $484,095 | 0.00% | Long | 2026-03-31 | |
| iShares Micro-Cap ETF | — | 23,575 | $373,900 | 0.03% | Long | 2026-03-31 | |
| EA Bridgeway Omni Small-Cap Value ETF | — | 23,537 | $373,297 | 0.02% | Long | 2026-03-31 | |
| Ultra-Small Company Market Fund | — | 19,800 | $314,028 | 0.26% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 15,888 | $267,554 | 0.00% | Long | 2026-02-28 | |
| Master Small Cap Index Series | — | 15,701 | $249,018 | 0.01% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 12,540 | $211,174 | 0.00% | Long | 2026-02-28 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 11,665 | $204,254 | 0.00% | Long | 2026-01-31 | |
| U.S. CORE EQUITY 1 PORTFOLIO | — | 11,312 | $198,073 | 0.00% | Long | 2026-01-31 | |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | — | 10,996 | $185,173 | 0.02% | Long | 2026-02-28 | |
| U.S. MICRO CAP PORTFOLIO | — | 9,592 | $167,956 | 0.00% | Long | 2026-01-31 | |
| Fidelity Nasdaq Composite Index Fund | — | 8,346 | $140,547 | 0.00% | Long | 2026-02-28 | |
| EQ/2000 Managed Volatility Portfolio | — | 8,791 | $139,425 | 0.00% | Long | 2026-03-31 | |
| U.S. SMALL CAP VALUE PORTFOLIO | — | 7,726 | $135,282 | 0.00% | Long | 2026-01-31 | |
| Ultra-Small Company Fund | — | 8,152 | $129,291 | 0.15% | Long | 2026-03-31 | |
| LVIP SSGA Small-Cap Index Fund | — | 7,100 | $112,606 | 0.01% | Long | 2026-03-31 | |
| VANGUARD BALANCED INDEX FUND | — | 5,992 | $95,033 | 0.00% | Long | 2026-03-31 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 5,778 | $91,639 | 0.00% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND | — | 5,113 | $86,103 | 0.01% | Long | 2026-02-28 | |
| Small Cap Index Fund | — | 5,096 | $80,823 | 0.01% | Long | 2026-03-31 | |
| U.S. Targeted Value Portfolio | — | 4,384 | $76,764 | 0.00% | Long | 2026-01-31 | |
| Goldman Sachs Absolute Return Tracker Fund | — | 4,563 | $72,369 | 0.00% | Long | 2026-03-31 | |
| Fidelity Small Cap Growth Index Fund | — | 4,261 | $67,579 | 0.01% | Long | 2026-03-31 | |
| Fidelity Small Cap Value Index Fund | — | 3,973 | $63,012 | 0.00% | Long | 2026-03-31 | |
| Small Cap Index Fund | — | 3,685 | $62,055 | 0.01% | Long | 2026-02-28 | |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO | — | 3,300 | $52,338 | 0.00% | Long | 2026-03-31 | |
| SIIT SMALL CAP FUND | — | 2,650 | $44,626 | 0.02% | Long | 2026-02-28 | |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | — | 2,643 | $44,508 | 0.00% | Long | 2026-02-28 | |
| SIIT SMALL CAP II FUND | — | 2,109 | $35,516 | 0.01% | Long | 2026-02-28 | |
| Small-Cap Index Portfolio | — | 2,221 | $35,225 | 0.00% | Long | 2026-03-31 | |
| ATM Small Cap Managed Volatility Portfolio | — | 2,089 | $33,132 | 0.00% | Long | 2026-03-31 | |
| SIMT Small Cap Fund | — | 1,990 | $31,561 | 0.01% | Long | 2026-03-31 | |
| 1290 VT Micro Cap Portfolio | — | 1,785 | $28,310 | 0.02% | Long | 2026-03-31 | |
| Bridge Builder Small/Mid Cap Value Fund | — | 1,584 | $25,122 | 0.00% | Long | 2026-03-31 | |
| NVIT Small Cap Index Fund | — | 1,519 | $24,091 | 0.00% | Long | 2026-03-31 | |
| DWS Small Cap Index VIP | — | 1,395 | $22,125 | 0.01% | Long | 2026-03-31 | |
| T. Rowe Price Small-Cap Index Fund | — | 1,251 | $19,841 | 0.01% | Long | 2026-03-31 | |
| Invesco Russell 2000 Dynamic Multifactor ETF | — | 1,130 | $19,029 | 0.01% | Long | 2026-02-28 | |
| BlackRock Small Cap Index V.I. Fund | — | 1,092 | $17,319 | 0.00% | Long | 2026-03-31 | |
| Dimensional VA U.S. Targeted Value Portfolio | — | 878 | $16,849 | 0.00% | Long | 2025-10-31 | |
| EQ/Small Company Index Portfolio | — | 1,050 | $16,653 | 0.00% | Long | 2026-03-31 | |
| CVT Russell 2000 Small Cap Index Portfolio | — | 925 | $14,671 | 0.01% | Long | 2026-03-31 |
Showing 1–50 of 76 positions