ENVESTNET ASSET MANAGEMENT INC
Holdings in WSO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $73,652,552 | 218,586 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $111,890,025 | 276,750 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $116,029,913 | 262,737 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $136,368,757 | 268,284 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $123,260,684 | 260,104 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $126,367,907 | 256,908 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $123,326,995 | 266,227 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $120,007,745 | 277,815 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $121,110,901 | 282,659 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $110,608,503 | 292,832 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $52,920,188 | 138,727 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $43,474,018 | 136,642 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $31,692,754 | 127,076 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $31,734,519 | 123,260 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $27,226,196 | 114,003 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $22,402,311 | 73,537 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $22,739,179 | 72,677 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $18,635,863 | 70,425 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $19,343,900 | 67,485 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $16,610,818 | 63,704 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $10,412,238 | 45,960 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $9,544,763 | 40,984 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $6,442,158 | 36,253 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $6,019,204 | 38,089 | Shares | Sole | 2020-04-23 |