WISER ADVISOR GROUP
WISER ADVISOR GROUP LLC Legal Name
Adviser information for WISER ADVISOR GROUP last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 233 | $108.8M |
| Non-Discretionary | 7 | $9.0M |
| Total | 240 | $117.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 31 | $9.9M |
| HNW Individuals | 13 | $85.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 7 | $9.2M |
| Charitable organizations | <5 | $6.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $7.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 7 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 108.8M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WISER ADVISOR GROUP WRAP FEE PROGRAM | LPL FINANCIAL LLC |
Principal Office
4616 E SUNSET DRPHOENIX
AZ
United States
Monday - Friday, 9AM-5PM
Tel: 480-500-9055, Fax: None
Chief Compliance Officer
ZACH LYTLE
4616 E SUNSET DR
PHOENIX
AZ
United States
Tel:
480-500-9055
Z***@****************M
(Full email address available in API data)
Regulatory Contact
LARRY LYTLE
CEO
4616 E SUNSET DR
PHOENIX
AZ
United States
Tel:
480-500-9055
L****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LYTLE, LARRY | Individual | – | CEO | 04/2023 | > 75% |
| Lytle, Zachary, Evan | Individual | – | CCO | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M COMPANY | Common Stock | 13K | 130 | – |
| ABBOTT LABORATORIES | Common Stock | 341K | 3K | – |
| ABBVIE INC | Common Stock | 17K | 96 | – |
| ACCENTURE PLC | Common Stock | 3K | 9 | – |
| ADOBE INC | Common Stock | 96K | 172 | – |
| ADVANCED MICRO | Common Stock | 12K | 72 | – |
| AEROVIRONMENT INC | Common Stock | 18K | 100 | – |
| AFLAC INC | Common Stock | 7K | 75 | – |
| AGREE REALTY | Common Stock | 27K | 439 | – |
| AIRBNB INC | Common Stock | 5K | 36 | – |
| AKAMAI TECHNOLOGIES | Common Stock | 59K | 655 | – |
| ALBERTSONS COS | Common Stock | 505 | 26 | – |
| ALEXANDRIA REAL | Common Stock | 20K | 173 | – |
| ALIBABA GROUP | Common Stock | 2K | 24 | – |
| ALLSTATE CORP | Common Stock | 84K | 527 | – |
| ALPHABET INC | Common Stock | 147K | 801 | – |
| ALPHABET INC | Common Stock | 2M | 12K | – |
| ALPS ALERIAN | MF Closed and MF Open | 12K | 261 | – |
| ALTRIA GROUP | Common Stock | 14K | 305 | – |
| AMAZON COM | Common Stock | 2M | 12K | – |
| AMBAC FINANCIAL | Common Stock | 6K | 500 | – |
| AMEREN CORP | Common Stock | 24K | 337 | – |
| AMERICAN AIRLINES | Common Stock | 2K | 140 | – |
| AMERICAN EXPRESS | Common Stock | 61K | 262 | – |
| AMERICAN TOWER | Common Stock | 91K | 468 | – |
| AMERICAN WATER | Common Stock | 4K | 33 | – |
| AMERICOLD REALTY | Common Stock | 19K | 727 | – |
| AMPLIFY BLOCKCHAIN | MF Closed and MF Open | 210K | 6K | – |
| ANHEUSER BUSCH | Common Stock | 15K | 265 | – |
| APPLE INC | Common Stock | 5M | 25K | – |
| ARCHER DANIELS | Common Stock | 54K | 896 | – |
| ASTRAZENECA PLC | Common Stock | 16K | 211 | – |
| AT&T INC | Common Stock | 6K | 310 | – |
| AVALONBAY COMMNTYS | Common Stock | 58K | 281 | – |
| BANK AMERICA | Common Stock | 23K | 572 | – |
| BARCLAYS PLC | Common Stock | 3K | 295 | – |
| BERKSHIRE HATHAWAY | Common Stock | 1M | 2 | – |
| BERKSHIRE HATHAWAY | Common Stock | 24K | 58 | – |
| BEYOND MEAT | Common Stock | 121 | 18 | – |
| BHP GROUP | Common Stock | 2K | 39 | – |
| BLACKSTONE MORTGAGE | Common Stock | 9K | 517 | – |
| BLOCK INC | Common Stock | 516 | 8 | – |
| BP PLC | Common Stock | 3K | 75 | – |
| BRISTOL MYERS | Common Stock | 43 | 2 | – |
| BRIXMOR PROPERTY | Common Stock | 18K | 776 | – |
| BROADCOM INC | Common Stock | 55K | 35 | – |
| CAMPING WORLD | Common Stock | 6K | 314 | – |
| CANADIAN PACIFIC | Common Stock | 123K | 2K | – |
| CANOPY GROWTH | Common Stock | 276 | 43 | – |
| CARNIVAL CORP | Common Stock | 2K | 109 | – |
| CARRIER GLOBAL | Common Stock | 9K | 148 | – |
| CHEVRON CORP | Common Stock | 53K | 342 | – |
| CHIPOTLE MEXICAN | Common Stock | 128K | 2K | – |
| CHUBB LTD | Common Stock | 11K | 44 | – |
| CISCO SYSTEMS | Common Stock | 132K | 3K | – |
| CITIGROUP INC | Common Stock | 37K | 589 | – |
| CLOUDFLARE INC | Common Stock | 2K | 25 | – |
| COCA COLA COMPANY | Common Stock | 853K | 13K | – |
| COINBASE GLOBAL | Common Stock | 77K | 346 | – |
| CONAGRA BRANDS | Common Stock | 5K | 160 | – |
| CONTEXTLOGIC INC | Common Stock | 45 | 8 | – |
| CORTEVA INC | Common Stock | 3K | 64 | – |
| COSTCO WHOLESALE | Common Stock | 127K | 150 | – |
| CROWN CASTLE | Common Stock | 28K | 284 | – |
| CROWN HOLDINGS | Common Stock | 3K | 45 | – |
| CSX CORP | Common Stock | 22K | 648 | – |
| CUBESMART | Common Stock | 29K | 646 | – |
| CVS HEALTH | Common Stock | 44K | 737 | – |
| DELTA AIRLINES | Common Stock | 240 | 6 | – |
| DIAGEO PLC | Common Stock | 2K | 15 | – |
| DIGITAL REALTY | Common Stock | 36K | 239 | – |
| DOLLAR TREE | Common Stock | 47K | 442 | – |
| DOMA HOLDINGS | Common Stock | 49 | 8 | – |
| DOORDASH INC | Common Stock | 9K | 80 | – |
| DOW INC | Common Stock | 21K | 393 | – |
| DRAFTKINGS INC | Common Stock | 2K | 40 | – |
| DUKE ENERGY | Common Stock | 308K | 3K | – |
| DUOLINGO INC | Common Stock | 6K | 27 | – |
| DUPONT DE | Common Stock | 5K | 65 | – |
| EBAY INC | Common Stock | 37K | 684 | – |
| ELEVANCE HEALTH | Common Stock | 65K | 121 | – |
| ELI LILLY | Common Stock | 1M | 1K | – |
| EQUINIX INC | Common Stock | 49K | 66 | – |
| EQUITY LIFESTYLE | Common Stock | 26K | 403 | – |
| ESSENTIAL PROPERTIES | Common Stock | 12K | 440 | – |
| ETFIS VIRTUS | MF Closed and MF Open | 11K | 521 | – |
| EXCHANGE TRADED | MF Closed and MF Open | 186K | 3K | – |
| EXTRA SPACE | Common Stock | 17K | 113 | – |
| EXXON MOBIL | Common Stock | 35K | 300 | – |
| FEDEX CORP | Common Stock | 12K | 41 | – |
| FERRARI NV | Common Stock | 393K | 964 | – |
| FIDELITY COVINGTON | MF Closed and MF Open | 2K | 63 | – |
| FIDELITY NATIONAL | Common Stock | 3K | 46 | – |
| FIRST TRUST | MF Closed and MF Open | 230K | 2K | – |
| FIRST TRUST | MF Closed and MF Open | 49K | 902 | – |
| FIRST TRUST | MF Closed and MF Open | 1M | 72K | – |
| FIRST TRUST | MF Closed and MF Open | 3M | 58K | – |
| FIRST TRUST | MF Closed and MF Open | 447K | 9K | – |
| FISERV INC | Common Stock | 28K | 190 | – |
| FLEXSHARES MORNINGSTAR | MF Closed and MF Open | 3K | 64 | – |
| FORD MOTOR | Common Stock | 4K | 315 | – |
| FRANKLIN COVEY | Common Stock | 34K | 905 | – |
| GAMING & LEISURE | Common Stock | 13K | 291 | – |
| GILEAD SCIENCES | Common Stock | 5K | 69 | – |
| GLACIER BANCORP | Common Stock | 3K | 69 | – |
| GLOBAL X | MF Closed and MF Open | 93 | 6 | – |
| GLOBAL X | MF Closed and MF Open | 596K | 12K | – |
| GLOBAL X | MF Closed and MF Open | 2K | 125 | – |
| GLOBUS MEDICAL | Common Stock | 8K | 122 | – |
| GRAIL INC | Common Stock | 2K | 136 | – |
| GRUPO TELEVISA | Common Stock | 1K | 494 | – |
| GXO LOGISTICS | Common Stock | 20K | 387 | – |
| HEALTHCARE REALTY | Common Stock | 22K | 1K | – |
| HEALTHPEAK PPTYS | Common Stock | 36K | 2K | – |
| HOME DEPOT | Common Stock | 1M | 3K | – |
| HONEYWELL INTL | Common Stock | 59K | 275 | – |
| HOST HOTELS | Common Stock | 40K | 2K | – |
| HSBC HOLDINGS | Common Stock | 3K | 76 | – |
| IDEXX LABS INC | Common Stock | 5K | 10 | – |
| ILLUMINA INC | Common Stock | 94K | 900 | – |
| INDEXIQ IQ | MF Closed and MF Open | 2M | 85K | – |
| INDEXIQ IQ | MF Closed and MF Open | 125K | 5K | – |
| ING GROEP | Common Stock | 3K | 203 | – |
| INTERCONTINENTAL HOTELS | Common Stock | 15K | 139 | – |
| INVESCO NATIONAL | MF Closed and MF Open | 519K | 22K | – |
| INVESCO PFD | MF Closed and MF Open | 365K | 32K | – |
| INVESCO QQQ | MF Closed and MF Open | 260K | 543 | – |
| INVESCO S&P | MF Closed and MF Open | 2M | 20K | – |
| INVESCO S&P | MF Closed and MF Open | 190K | 4K | – |
| INVITATION HOMES | Common Stock | 23K | 651 | – |
| ISHARES CORE | MF Closed and MF Open | 403K | 738 | – |
| ISHARES CORE | MF Closed and MF Open | 27K | 274 | – |
| ISHARES CORE | MF Closed and MF Open | 28K | 476 | – |
| ISHARES CORE | MF Closed and MF Open | 380K | 4K | – |
| ISHARES CORE | MF Closed and MF Open | 1K | 18 | – |
| ISHARES CORE | MF Closed and MF Open | 43K | 591 | – |
| ISHARES CORE | MF Closed and MF Open | 15K | 290 | – |
| ISHARES CORE | MF Closed and MF Open | 8K | 170 | – |
| ISHARES GOLD | Common Stock | 1K | 27 | – |
| ISHARES JPMORGAN | MF Closed and MF Open | 13K | 147 | – |
| ISHARES MSCI | MF Closed and MF Open | 8K | 204 | – |
| ISHARES S&P | MF Closed and MF Open | 180K | 987 | – |
| JACOBS SOLUTIONS | Common Stock | 308K | 2K | – |
| JOHNSON & JOHNSON | Common Stock | 89K | 608 | – |
| JPMORGAN CHASE | Common Stock | 1M | 7K | – |
| KILROY RLTY CORP | Common Stock | 24K | 770 | – |
| KIMBERLY CLARK | Common Stock | 11K | 83 | – |
| KIMCO REALTY | Common Stock | 18K | 934 | – |
| KRAFT HEINZ | Common Stock | 776 | 25 | – |
| LAMAR ADVERTISING | Common Stock | 12K | 97 | – |
| LINDE PLC | Common Stock | 21K | 49 | – |
| LOCKHEED MARTIN | Common Stock | 54K | 116 | – |
| LOWES COMPANIES | Common Stock | 91K | 413 | – |
| MANCHESTER UTD | Common Stock | 21K | 1K | – |
| MARATHON PETROLEUM | Common Stock | 19K | 110 | – |
| MARRIOTT INTL | Common Stock | 49K | 202 | – |
| MARRIOTT VACATIONS | Common Stock | 2K | 18 | – |
| MC CORMICK | Common Stock | 18K | 253 | – |
| MCDONALDS CORP | Common Stock | 1M | 4K | – |
| MEDTRONIC PLC | Common Stock | 162 | 3 | – |
| MERCK & COMPANY | Common Stock | 85K | 690 | – |
| META PLATFORMS | Common Stock | 2M | 3K | – |
| METLIFE INC | Common Stock | 19K | 265 | – |
| MGM RESORTS | Common Stock | 57K | 1K | – |
| MICROCHIP TECHNOLOGY INC | Common Stock | 9K | 100 | – |
| MICRON TECHNOLOGY INC | Common Stock | 38K | 287 | – |
| MICROSOFT CORP | Common Stock | 2M | 4K | – |
| MONDELEZ INTERNATIONAL | Common Stock | 52K | 798 | – |
| MPLX | Oil & Gas, Real Estate and REIT | 32K | 744 | – |
| NASDAQ INC | Common Stock | 39K | 641 | – |
| NATIONAL GRID | Common Stock | 25K | 441 | – |
| NETFLIX INC | Common Stock | 62K | 92 | – |
| NEXTERA ENERGY | Common Stock | 62K | 872 | – |
| NICE LTD | Common Stock | 2K | 12 | – |
| NNN REIT | Common Stock | 20K | 462 | – |
| NVIDIA CORP | Common Stock | 462K | 4K | – |
| OKTA INC | Common Stock | 2K | 24 | – |
| OPENDOOR TECHNOLOGIES | Common Stock | 230 | 125 | – |
| ORACLE CORP | Common Stock | 123K | 873 | – |
| ORION OFFICE | Common Stock | 23 | 7 | – |
| PAYPAL HOLDINGS | Common Stock | 13K | 221 | – |
| PFIZER INC | Common Stock | 135K | 5K | – |
| PHILIP MORRIS | Common Stock | 4K | 43 | – |
| PINNACLE WEST | Common Stock | 3K | 33 | – |
| PINTEREST INC | Common Stock | 7K | 150 | – |
| PROCTER & GAMBLE | Common Stock | 22K | 134 | – |
| PROLOGIS INC | Common Stock | 1M | 11K | – |
| PROSHARES TR | MF Closed and MF Open | 210K | 4K | – |
| PRUDENTIAL PLC | Common Stock | 1K | 82 | – |
| PUBMATIC INC | Common Stock | 2K | 100 | – |
| QUEST DIAGNOSTICS | Common Stock | 45K | 329 | – |
| RACKSPACE TECHNOLOGY | Common Stock | 1K | 500 | – |
| RBB FD | MF Closed and MF Open | 9K | 171 | – |
| REALTY INCOME | Common Stock | 49K | 931 | – |
| REGENERON PHARMACEUTICAL | Common Stock | 46K | 44 | – |
| REXFORD INDUSTRIAL | Common Stock | 35K | 780 | – |
| REYNOLDS CONSUMER | Common Stock | 3K | 108 | – |
| ROBLOX CORP | Common Stock | 3K | 70 | – |
| ROCKET COS | Common Stock | 10K | 750 | – |
| ROYAL CARIBBEAN | Common Stock | 189K | 1K | – |
| RTX CORP | Common Stock | 78K | 774 | – |
| RXO INC | Common Stock | 10K | 387 | – |
| SALESFORCE INC | Common Stock | 20K | 78 | – |
| SANOFI | Common Stock | 3K | 54 | – |
| SBA COMMUNICATIONS | Common Stock | 9K | 47 | – |
| SCHWAB CHARLES | Common Stock | 37K | 509 | – |
| SCHWAB EMERGING | MF Closed and MF Open | 2K | 67 | – |
| SCHWAB FUNDAMENTAL | MF Closed and MF Open | 4K | 141 | – |
| SCHWAB FUNDAMENTAL | MF Closed and MF Open | 2K | 69 | – |
| SCHWAB FUNDAMENTAL | MF Closed and MF Open | 5K | 130 | – |
| SCHWAB FUNDAMENTAL | MF Closed and MF Open | 4K | 76 | – |
| SCHWAB FUNDAMENTAL | MF Closed and MF Open | 7K | 104 | – |
| SCHWAB INTERMEDIATE | MF Closed and MF Open | 10K | 203 | – |
| SCHWAB INTL | MF Closed and MF Open | 2K | 64 | – |
| SCHWAB US | MF Closed and MF Open | 24K | 389 | – |
| SCHWAB US | MF Closed and MF Open | 1M | 22K | – |
| SCHWAB US | MF Closed and MF Open | 990K | 21K | – |
| SCHWAB US | MF Closed and MF Open | 6K | 107 | – |
| SHELL PLC | Common Stock | 26K | 365 | – |
| SNAP INC | Common Stock | 33 | 2 | – |
| SOCIEDAD QUIMICA | Common Stock | 9K | 225 | – |
| SOFI TECHNOLOGIES | Common Stock | 2K | 293 | – |
| SOLVENTUM CORP | Common Stock | 2K | 32 | – |
| SONY GROUP | Common Stock | 3K | 31 | – |
| SOTERA HEALTH | Common Stock | 1K | 100 | – |
| SPDR BLOOMBERG | MF Closed and MF Open | 1K | 76 | – |
| SPDR DOW | MF Closed and MF Open | 18K | 46 | – |
| SPDR EURO | MF Closed and MF Open | 86K | 2K | – |
| SPDR ICE | MF Closed and MF Open | 1K | 34 | – |
| SPDR PORTFOLIO | MF Closed and MF Open | 6K | 196 | – |
| SPDR PORTFOLIO | MF Closed and MF Open | 12K | 427 | – |
| SPDR S&P | MF Closed and MF Open | 10K | 112 | – |
| STANLEY BLACK | Common Stock | 5K | 58 | – |
| STARBUCKS CORP | Common Stock | 20K | 259 | – |
| STMICROELECTRONICS N V | Common Stock | 2K | 63 | – |
| STRYKER CORP | Common Stock | 56K | 164 | – |
| SUN COMMUNITIES | Common Stock | 40K | 332 | – |
| TAIWAN SEMICONDUCTOR | Common Stock | 93K | 536 | – |
| TAKE-TWO INTERACTIVE | Common Stock | 4K | 27 | – |
| TARGET CORP | Common Stock | 17K | 118 | – |
| TERRENO REALTY | Common Stock | 25K | 429 | – |
| TESLA INC | Common Stock | 274K | 1K | – |
| THERMO FISHER | Common Stock | 273K | 495 | – |
| TILRAY BRANDS | Common Stock | 227 | 137 | – |
| TOLL BROTHERS | Common Stock | 25K | 219 | – |
| TOYOTA MOTOR | Common Stock | 18K | 86 | – |
| TRACTOR SUPPLY | Common Stock | 9K | 34 | – |
| TRUIST FINANCIAL | Common Stock | 27K | 691 | – |
| UBER TECHNOLOGIES | Common Stock | 7K | 100 | – |
| UDR INC | Common Stock | 52K | 1K | – |
| UNILEVER PLC | Common Stock | 3K | 53 | – |
| UNION PACIFIC CORP | Common Stock | 11K | 50 | – |
| UNITED AIRLINES | Common Stock | 21K | 438 | – |
| UNITED MICROELECTRONICS | Common Stock | 12K | 1K | – |
| UNITED PARCEL | Common Stock | 47K | 344 | – |
| UNITEDHEALTH GROUP | Common Stock | 91K | 179 | – |
| VALERO ENERGY | Common Stock | 11K | 73 | – |
| VANECK HIGH | MF Closed and MF Open | 367K | 7K | – |
| VANECK VIETNAM | MF Closed and MF Open | 31K | 3K | – |
| VANGUARD EXTENDED | MF Closed and MF Open | 4K | 24 | – |
| VANGUARD FSTE | MF Closed and MF Open | 16K | 355 | – |
| VANGUARD FTSE | MF Closed and MF Open | 99K | 2K | – |
| VANGUARD FTSE | MF Closed and MF Open | 8K | 127 | – |
| VANGUARD GROWTH | MF Closed and MF Open | 2M | 6K | – |
| VANGUARD INTERMEDIATE | MF Closed and MF Open | 521K | 7K | – |
| VANGUARD LARGE | MF Closed and MF Open | 35K | 139 | – |
| VANGUARD MORTGAGE | MF Closed and MF Open | 4K | 99 | – |
| VANGUARD REAL | MF Closed and MF Open | 574K | 7K | – |
| VANGUARD S&P | MF Closed and MF Open | 5M | 10K | – |
| VANGUARD SHORT | MF Closed and MF Open | 1K | 30 | – |
| VANGUARD SHORT | MF Closed and MF Open | 582 | 11 | – |
| VANGUARD SHORT | MF Closed and MF Open | 388 | 6 | – |
| VANGUARD SMALL | MF Closed and MF Open | 2M | 10K | – |
| VANGUARD TOTAL | MF Closed and MF Open | 38K | 635 | – |
| VANGUARD TOTAL | MF Closed and MF Open | 2M | 34K | – |
| VANGUARD TOTAL | MF Closed and MF Open | 7K | 150 | – |
| VANGUARD TOTAL | MF Closed and MF Open | 9K | 81 | – |
| VANGUARD TOTAL | MF Closed and MF Open | 9K | 34 | – |
| VANGUARD VALUE | MF Closed and MF Open | 2M | 12K | – |
| VENTAS INC | Common Stock | 19K | 371 | – |
| VERIZON COMMUNICATIONS | Common Stock | 309K | 7K | – |
| VIATRIS INC | Common Stock | 2K | 147 | – |
| VICI PROPERTIES | Common Stock | 39K | 1K | – |
| VISA INC | Common Stock | 160K | 610 | – |
| VODAFONE GROUP | Common Stock | 2K | 244 | – |
| WALMART INC | Common Stock | 916K | 14K | – |
| WALT DISNEY | Common Stock | 348K | 4K | – |
| WARNER BROS | Common Stock | 15 | 2 | – |
| WARNER MUSIC | Common Stock | 782 | 26 | – |
| WASTE MANAGEMENT | Common Stock | 102K | 479 | – |
| WEC ENERGY | Common Stock | 9K | 111 | – |
| WELLTOWER INC | Common Stock | 67K | 641 | – |
| WISDOMTREE INDIA | MF Closed and MF Open | 1K | 25 | – |
| WISDOMTREE TR | MF Closed and MF Open | 2K | 110 | – |
| WISDOMTREE U S | MF Closed and MF Open | 837 | 20 | – |
| WPP PLC | Common Stock | 2K | 48 | – |
| X TRACKERS | MF Closed and MF Open | 1M | 36K | – |
| X TRACKERS | MF Closed and MF Open | 983 | 49 | – |
| XPO INC | Common Stock | 41K | 387 | – |
| YUM BRANDS INC | Common Stock | 37K | 278 | – |
| YUM CHINA | Common Stock | 158K | 5K | – |
| ZOETIS INC | Common Stock | 16K | 91 | – |
| ZOOM VIDEO | Common Stock | 116K | 2K | – |