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WSO · Watsco Inc · Held by Funds

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$302.69 +1.89 (+0.63%) At close · Sep 30
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$13.09B
Shares
41.25M
Volume · Sep 30 447.54K Avg daily vol (3M) 486.38K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding WSO

504 fund positions
Fund Balance Value % of Fund Open
Washington Mutual Investors Fund 1,789,161 $553,387,497 0.25%
iShares Core S&P Mid-Cap ETF 1,197,960 $499,225,871 0.40%
American Mutual Fund 1,548,543 $478,964,350 0.41%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,111,257 $463,094,130 0.02%
VANGUARD SMALL-CAP INDEX FUND 802,543 $334,443,744 0.18%
Schwab U.S. Dividend Equity ETF 833,804 $306,089,448 0.32%
VANGUARD U.S. GROWTH FUND 617,173 $226,564,208 0.48%
American Funds Fundamental Investors 466,541 $194,421,631 0.11%
VANGUARD SMALL-CAP GROWTH INDEX FUND 462,721 $192,829,722 0.41%
Capital Income Builder 576,685 $178,368,671 0.14%
iShares Select Dividend ETF 564,989 $174,751,098 0.74%
VANGUARD EXTENDED MARKET INDEX FUND 401,444 $167,293,758 0.17%
State Street SPDR S&P MidCap 400SM ETF Trust 269,311 $112,229,973 0.40%
Income Fund of America 339,018 $104,858,267 0.07%
Growth-Income Fund 236,084 $98,383,285 0.21%
SMALLCAP World Fund Inc 200,000 $83,346,000 0.09%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 177,201 $73,844,973 0.40%
iShares S&P Mid-Cap 400 Value ETF 175,396 $73,092,775 0.84%
Growth Fund of America 198,375 $72,823,463 0.02%
Fidelity Extended Market Index Fund 180,154 $66,134,533 0.15%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 198,052 $61,257,484 0.05%
iShares Russell Mid-Cap ETF 144,067 $60,037,041 0.11%
Fidelity Growth and Income Portfolio 184,714 $57,132,040 0.38%
Fidelity Equity-Income Fund 173,651 $53,710,254 0.45%
Hamlin High Dividend Equity Fund 124,207 $51,760,783 2.86%
VIP Equity-Income Portfolio 108,420 $45,181,867 0.63%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 140,668 $43,508,612 0.04%
Fidelity Mid Cap Index Fund 132,365 $40,940,495 0.08%
Washington Mutual Investors Fund 95,381 $39,748,124 0.32%
Virtus KAR Small-Mid Cap Core Fund 94,717 $39,471,415 3.65%
Strategic Advisers Fidelity U.S. Total Stock Fund 99,400 $36,489,740 0.01%
Bahl & Gaynor Small/Mid Cap Income Growth ETF 86,623 $36,098,403 2.48%
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%
DAVENPORT VALUE & INCOME FUND 78,829 $32,850,409 3.21%
iShares Russell 1000 Value ETF 77,575 $32,327,830 0.04%
Virtus KAR Small-Cap Value Fund 66,084 $27,539,185 4.60%
Fidelity Mid-Cap Stock Fund 88,092 $27,246,856 0.30%
ALPS Sector Dividend Dogs ETF 70,899 $26,027,023 1.88%
iShares Core High Dividend ETF 82,520 $25,523,436 0.17%
Fidelity Total Market Index Fund 65,894 $24,189,687 0.02%
DAVENPORT EQUITY OPPORTUNITIES FUND 56,914 $23,717,771 3.00%
Fidelity Series Large Cap Stock Fund 56,500 $23,545,245 0.08%
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF 53,751 $22,399,654 0.84%
iShares Russell Mid-Cap Value ETF 53,724 $22,388,403 0.14%
VANGUARD S&P MID-CAP 400 INDEX FUND 55,724 $20,456,280 0.37%
Nomura Mid Cap Income Opportunities Fund 48,976 $20,409,768 2.85%
Brown Advisory Flexible Equity ETF 48,472 $20,199,737 1.20%
Fidelity Series Total Market Index Fund 53,332 $19,578,177 0.02%
Showing 1–50 of 504 positions
Key facts CIK 105016 CUSIP 942622200 13F (30d) 22 filings 16 filers Visit website Investor relations