ENVESTNET ASSET MANAGEMENT INC
CIK
1407543
City
Berwyn
State / Country
PA
Top Portfolio Positions
2,503 positions ·
$124,608,059,289 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
11,645,986 | $4,310,994,637 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
23,044,839 | $4,019,019,921 | 3.23% | |
| AAPL |
Apple Inc.
Technology
|
13,323,726 | $3,381,428,421 | 2.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,100,276 | $2,728,394,482 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
7,398,279 | $2,289,841,333 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,190,378 | $2,115,121,592 | 1.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,317,233 | $2,104,143,521 | 1.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,172,380 | $1,815,013,769 | 1.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,008,527 | $1,736,461,613 | 1.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,584,704 | $1,680,936,399 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WIW
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,157 | 56,638 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $482,053 | 56,118 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $502,231 | 56,494 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $463,097 | 52,865 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $377,134 | 42,905 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,692,902 | 204,704 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,580,759 | 178,819 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,515,843 | 178,125 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,456,372 | 168,757 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $99,739 | 11,504 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $213,346 | 25,923 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $378,472 | 41,728 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $386,935 | 36,746 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $496,181 | 41,314 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $772,797 | 56,907 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $575,151 | 43,277 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $510,110 | 38,910 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $436,981 | 35,936 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $374,087 | 30,144 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $265,286 | 23,602 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $139,783 | 12,754 | Shares | Sole | 2020-07-08 | |
| No 13F history on record for this holder in this stock. | ||||||