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WSO · Watsco Inc

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$313.06 +1.46 (+0.47%) At close · Aug 14
Market Cap
$12.76B
Shares
41.25M

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 WSO

511 fund positions
Fund Balance Value % of Fund Open
Washington Mutual Investors Fund 1,672,366 $732,228,729 0.34%
American Mutual Fund 1,548,543 $678,014,067 0.59%
iShares Core S&P Mid-Cap ETF 1,156,317 $420,656,561 0.40%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,112,011 $404,538,482 0.02%
Schwab U.S. Dividend Equity ETF 833,804 $306,089,448 0.32%
VANGUARD SMALL-CAP INDEX FUND 805,267 $292,948,082 0.18%
Capital Income Builder 619,524 $271,252,388 0.21%
iShares Select Dividend ETF 566,860 $248,193,982 1.09%
VANGUARD U.S. GROWTH FUND 617,173 $226,564,208 0.48%
American Funds Fundamental Investors 466,541 $169,722,950 0.11%
VANGUARD SMALL-CAP GROWTH INDEX FUND 450,573 $163,913,952 0.42%
Income Fund of America 339,018 $148,435,641 0.10%
VANGUARD EXTENDED MARKET INDEX FUND 389,989 $141,874,098 0.17%
State Street SPDR S&P MidCap 400SM ETF Trust 263,222 $95,757,531 0.40%
Growth-Income Fund 236,084 $85,884,998 0.21%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 196,073 $85,848,602 0.07%
Fidelity Growth and Income Portfolio 170,614 $74,701,634 0.50%
Growth Fund of America 198,375 $72,823,463 0.02%
SMALLCAP World Fund Inc 200,000 $72,758,000 0.09%
Fidelity Equity-Income Fund 153,790 $67,335,414 0.59%
Fidelity Extended Market Index Fund 180,154 $66,134,533 0.15%
iShares S&P Mid-Cap 400 Value ETF 177,438 $64,550,170 0.81%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 170,619 $62,069,486 0.40%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 137,048 $60,005,096 0.06%
Fidelity Mid Cap Index Fund 128,907 $56,440,641 0.11%
Fidelity Mid-Cap Stock Fund 113,492 $49,691,337 0.57%
iShares Russell Mid-Cap ETF 132,718 $48,281,481 0.10%
Hamlin High Dividend Equity Fund 131,328 $47,775,813 2.92%
Virtus KAR Small-Mid Cap Core Fund 126,997 $46,200,239 3.22%
Strategic Advisers Fidelity U.S. Total Stock Fund 99,400 $36,489,740 0.01%
VIP Equity-Income Portfolio 95,858 $34,872,182 0.51%
Washington Mutual Investors Fund 95,381 $34,698,654 0.30%
Schwab U.S. Mid-Cap ETF 94,371 $34,643,594 0.24%
Capital Group Dividend Growers ETF 90,017 $33,045,241 0.65%
Fidelity Equity Dividend Income Fund 90,000 $33,039,000 0.41%
iShares Core High Dividend ETF 69,966 $30,633,913 0.23%
Bahl & Gaynor Small/Mid Cap Income Growth ETF 83,255 $30,287,336 2.44%
BBH Select Mid Cap ETF 68,654 $30,059,467 5.77%
iShares Russell 1000 Value ETF 79,974 $29,093,741 0.04%
DAVENPORT VALUE & INCOME FUND 78,829 $28,677,202 2.84%
ALPS Sector Dividend Dogs ETF 70,899 $26,027,023 1.88%
Virtus KAR Small-Cap Value Fund 70,384 $25,604,995 4.26%
Fidelity Total Market Index Fund 65,894 $24,189,687 0.02%
Nomura Mid Cap Income Opportunities Fund 57,453 $20,900,827 2.90%
DAVENPORT EQUITY OPPORTUNITIES FUND 56,914 $20,704,744 2.74%
Fidelity Series Large Cap Stock Fund 56,500 $20,554,135 0.08%
VANGUARD S&P MID-CAP 400 INDEX FUND 55,724 $20,456,280 0.37%
Fidelity Series Total Market Index Fund 53,332 $19,578,177 0.02%
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF 53,700 $19,535,523 0.81%
Dimensional U.S. Core Equity 2 ETF 43,144 $18,890,169 0.04%
Showing 1–50 of 511 positions
Key facts CIK 105016 CUSIP 942622200 13F (30d) 725 filings 700 filers Visit website Investor relations

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