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W Advisors is based out of Germantown. W Advisors is a large advisory firm with 71 clients and discretionary assets under management (AUM) of $130,765,418 (Form ADV from 2022-03-18). Their last reported 13F filing for Q2 2022 included $115,607,000 in managed 13F securities and a top 10 holdings concentration of 45.06%. W Advisors's largest holding is iShares Trust iShares ESG Aware MSCI USA ETF with shares held of 95,079. Whalewisdom has at least 3 13F filings


13F Activity

  • Market Value $115.607 Million
  • Prior Market Value $132.248 Million
  • New Purchases104 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 45.06 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:1.63 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record



Business Phone: 901-410-8050
Fax: 800-396-9073
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 3
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 26,554,500
Total Number of Clients: 71
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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