30,354 funds screened by look-through to their filed holdings
Browse
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,354
- Reached a verdict
- 18,557
- Compliant
- 278
- Could not be decided
- 11,797
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| WMFFX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| WMGAX | Nomura Mid Cap Growth Fund· IVY FUNDS | Non-compliant | 67 | 96% |
| WMGCX | Nomura Mid Cap Growth Fund· IVY FUNDS | Non-compliant | 67 | 96% |
| WMGRX | Nomura Mid Cap Growth Fund· IVY FUNDS | Non-compliant | 67 | 96% |
| WMGYX | Nomura Mid Cap Growth Fund· IVY FUNDS | Non-compliant | 67 | 96% |
| WMICX | Wasatch Micro Cap Fund· WASATCH FUNDS TRUST | Non-compliant | 65 | 83% |
| WMIDX | WCM Mid Cap Quality Value Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 37 | 92% |
| WMKGX | WesMark Large Company Fund· WesMark Funds | Non-compliant | 59 | 95% |
| WMKSX | WesMark Small Company Fund· WesMark Funds | Non-compliant | 93 | 76% |
| WMLIX | Wilmington Large-Cap Strategy Fund· Wilmington Funds | Non-compliant | 1,027 | 96% |
| WMMAX | TETON Westwood Mighty Mites Fund· Teton Westwood Funds | Non-compliant | 264 | 78% |
| WMMCX | TETON Westwood Mighty Mites Fund· Teton Westwood Funds | Non-compliant | 264 | 78% |
| WMMRX | Wilmington Real Asset Fund· Wilmington Funds | Non-compliant | 418 | 36% |
| WMNAX | WESTWOOD ALTERNATIVE INCOME FUND· Ultimus Managers Trust | Non-compliant | 134 | 78% |
| WMNIX | WESTWOOD ALTERNATIVE INCOME FUND· Ultimus Managers Trust | Non-compliant | 134 | 78% |
| WMNUX | WESTWOOD ALTERNATIVE INCOME FUND· Ultimus Managers Trust | Non-compliant | 134 | 78% |
| WMRIX | Wilmington Real Asset Fund· Wilmington Funds | Non-compliant | 418 | 36% |
| WMVYX | WCM Mid Cap Quality Value Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 37 | 92% |
| WOBDX | JPMorgan Core Bond Fund· JPMorgan Trust II | Non-compliant | 3,444 | 72% |
| WOFDX | Allspring Opportunity Fund· ALLSPRING FUNDS TRUST | Non-compliant | 75 | 97% |
| WOFNX | Allspring Opportunity Fund· ALLSPRING FUNDS TRUST | Non-compliant | 75 | 97% |
| WOFRX | Allspring Opportunity Fund· ALLSPRING FUNDS TRUST | Non-compliant | 75 | 97% |
| WOGSX | WHITE OAK SELECT GROWTH FUND· Oak Associates Funds | Non-compliant | 30 | 86% |
| WOMN | Impact Shares Women's Empowerment ETF· Tidal Trust III | Non-compliant | 203 | 94% |
| WOOD | iShares Global Timber & Forestry ETF· iShares Trust | Non-compliant | 40 | 90% |
| WOOOX | JPMorgan SMID Cap Equity Fund· JPMorgan Trust II | Non-compliant | 116 | 85% |
| WOOPX | JPMorgan SMID Cap Equity Fund· JPMorgan Trust II | Non-compliant | 116 | 85% |
| WOOQX | JPMorgan SMID Cap Equity Fund· JPMorgan Trust II | Non-compliant | 116 | 85% |
| WOOSX | JPMorgan SMID Cap Equity Fund· JPMorgan Trust II | Non-compliant | 116 | 85% |
| WPASX | AB Concentrated Growth Fund· AB CAP FUND, INC. | Non-compliant | 22 | 99% |
| WPCSX | AB Concentrated Growth Fund· AB CAP FUND, INC. | Non-compliant | 22 | 99% |
| WPGSX | WPG Partners Select Small Cap Value Fund· RBB Fund, Inc. | Non-compliant | 50 | 74% |
| WPGTX | WPG Partners Small Cap Value Diversified Fund· RBB Fund, Inc. | Non-compliant | 92 | 61% |
| WPLCX | WP Large Cap Income Plus Fund· WP Trust | Non-compliant | 16 | 86% |
| WPOIX | Weitz Partners III Opportunity Fund· Weitz Funds | Non-compliant | 30 | 99% |
| WPOPX | Weitz Partners III Opportunity Fund· Weitz Funds | Non-compliant | 30 | 99% |
| WPSGX | AB Concentrated Growth Fund· AB CAP FUND, INC. | Non-compliant | 22 | 99% |
| WPSIX | AB Concentrated Growth Fund· AB CAP FUND, INC. | Non-compliant | 22 | 99% |
| WPSZX | AB Concentrated Growth Fund· AB CAP FUND, INC. | Non-compliant | 22 | 99% |
| WPVAX | abrdn International Small Cap Fund· abrdn Funds | Non-compliant | 43 | 69% |
| WPVIX | Weitz Multi Cap Equity Fund· Weitz Funds | Non-compliant | 35 | 98% |
| WPVLX | Weitz Multi Cap Equity Fund· Weitz Funds | Non-compliant | 35 | 98% |
| WQTM | WisdomTree Quantum Computing Fund· WisdomTree Trust | Non-compliant | 49 | 76% |
| WRAAX | Wilmington Global Alpha Equities Fund· Wilmington Funds | Non-compliant | 775 | 92% |
| WRAIX | Wilmington Global Alpha Equities Fund· Wilmington Funds | Non-compliant | 775 | 92% |
| WRCGX | William Blair China Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 54 | 59% |
| WRGCX | Nomura Small Cap Growth Fund· IVY FUNDS | Non-compliant | 84 | 88% |
| WRHIX | Nomura High Income Fund· IVY FUNDS | Non-compliant | 621 | 26% |
| WRND | NYLIM Global Equity R&D Leaders ETF· NYLIM ETF Trust | Non-compliant | 206 | 95% |
| WRPIX | Allspring Alternative Risk Premia Fund· ALLSPRING FUNDS TRUST | Non-compliant | 76 | 52% |
| WRPRX | Allspring Alternative Risk Premia Fund· ALLSPRING FUNDS TRUST | Non-compliant | 76 | 52% |
| WSACX | Wellington Shields All-Cap Fund· CAPITAL MANAGEMENT INVESTMENT TRUST | Non-compliant | 46 | 87% |
| WSBFX | Boston Trust Walden Balanced Fund· Boston Trust Walden Funds | Non-compliant | 76 | 92% |
| WSCAX | Columbia Variable Portfolio - Acorn International Fund· COLUMBIA FUNDS VARIABLE SERIES TRUST | Non-compliant | 63 | 91% |
| WSCGX | Allspring Small Company Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 123 | 89% |
| WSCJX | Allspring Disciplined Small Cap Fund· ALLSPRING FUNDS TRUST | Non-compliant | 383 | 81% |
| WSCOX | Allspring Disciplined Small Cap Fund· ALLSPRING FUNDS TRUST | Non-compliant | 383 | 81% |
| WSCRX | Allspring Small Company Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 123 | 89% |
| WSCVX | North Star Small Cap Value Fund· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 50 | 82% |
| WSCYX | Nomura Small Cap Growth Fund· IVY FUNDS | Non-compliant | 84 | 88% |
| WSDAX | WESTWOOD MULTI-ASSET INCOME FUND· Ultimus Managers Trust | Non-compliant | 160 | 57% |
| WSDB | Weitz Short Duration Bond ETF· NORTHERN LIGHTS FUND TRUST II | Non-compliant | 53 | 59% |
| WSEFX | Boston Trust Walden Equity Fund· Boston Trust Walden Funds | Non-compliant | 50 | 92% |
| WSGAX | Nomura Small Cap Growth Fund· IVY FUNDS | Non-compliant | 84 | 88% |
| WSGGX | WCM Select Global Growth Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 46 | 76% |
| WSGIX | Allspring Short Duration Government Bond Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 90% |
| WSGRX | Nomura Small Cap Growth Fund· IVY FUNDS | Non-compliant | 84 | 88% |
| WSHCX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| WSHFX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| WSHNX | Weitz Short Durations Income Fund· Weitz Funds | Non-compliant | 456 | 30% |
| WSIAX | Allspring Income Plus Fund· ALLSPRING FUNDS TRUST | Non-compliant | 423 | 46% |
| WSICX | Allspring Income Plus Fund· ALLSPRING FUNDS TRUST | Non-compliant | 423 | 46% |
| WSIDX | Allspring Income Plus Fund· ALLSPRING FUNDS TRUST | Non-compliant | 423 | 46% |
| WSINX | Allspring Income Plus Fund· ALLSPRING FUNDS TRUST | Non-compliant | 423 | 46% |
| WSMCX | Allspring Small Company Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 123 | 89% |
| WSMDX | William Blair Small-Mid Cap Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 83 | 92% |
| WSMGX | Small Company Growth Portfolio· Wilshire Mutual Funds Inc | Non-compliant | 434 | 81% |
| WSML | iShares MSCI World Small-Cap ETF· iShares Trust | Non-compliant | 3,521 | 80% |
| WSMNX | William Blair Small-Mid Cap Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 83 | 92% |
| WSMRX | William Blair Small-Mid Cap Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 83 | 92% |
| WSMVX | Small Company Value Portfolio· Wilshire Mutual Funds Inc | Non-compliant | 681 | 77% |
| WTAI | WisdomTree Artificial Intelligence and Innovation Fund· WisdomTree Trust | Non-compliant | 59 | 98% |
| WTCOX | SBH COLORADO TAX FREE FUND· Segall Bryant & Hamill Trust | Non-compliant | 172 | 7% |
| WTIBX | SBH PLUS BOND FUND· Segall Bryant & Hamill Trust | Non-compliant | 147 | 79% |
| WTIP | WisdomTree Inflation Plus Fund· WisdomTree Trust | Non-compliant | 37 | 92% |
| WTLGX | WisdomTree Long-Term Treasury Digital Fund· WisdomTree Digital Trust | Non-compliant | 40 | 100% |
| WTLS | WisdomTree Efficient Long/Short U.S. Equity Fund· WisdomTree Trust | Non-compliant | 5 | 88% |
| WTLTX | SBH QUALITY HIGH YIELD FUND· Segall Bryant & Hamill Trust | Non-compliant | 67 | 49% |
| WTMF | WisdomTree Managed Futures Strategy Fund· WisdomTree Trust | Non-compliant | 30 | 86% |
| WTMVX | SBH GLOBAL ALL CAP FUND· Segall Bryant & Hamill Trust | Non-compliant | 50 | 94% |
| WTPI | WisdomTree Equity Premium Income Fund· WisdomTree Trust | Non-compliant | 6 | 94% |
| WTPIX | WisdomTree Equity Premium Income Digital Fund· WisdomTree Digital Trust | Non-compliant | 5 | 95% |
| WTRCX | Nomura Core Equity Fund· IVY FUNDS | Non-compliant | 52 | 95% |
| WTRE | WisdomTree New Economy Real Estate Fund· WisdomTree Trust | Non-compliant | 63 | 76% |
| WTSGX | SBH SMALL CAP GROWTH FUND· Segall Bryant & Hamill Trust | Non-compliant | 82 | 91% |
| WTSTX | WisdomTree 7-10 Year Treasury Digital Fund· WisdomTree Digital Trust | Non-compliant | 13 | 100% |
| WTSYX | WisdomTree Short-Term Treasury Digital Fund· WisdomTree Digital Trust | Non-compliant | 96 | 100% |
| WTTAX | SBH MUNICIPAL OPPORTUNITIES· Segall Bryant & Hamill Trust | Non-compliant | 174 | 10% |
| WTTSX | WisdomTree 3-7 Year Treasury Digital Fund· WisdomTree Digital Trust | Non-compliant | 90 | 100% |
| WTV | WisdomTree U.S. Value Fund· WisdomTree Trust | Non-compliant | 126 | 96% |
30,354 funds · page 184 of 304