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WGL HLDGS INC COM
WGL HLDGS INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 204 Institutional holders with a total value of $1,332,734,023.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 First City Capital Management, Inc. 28 1,122 0.00%
2 Archford Capital Strategies, LLC 49 1,963 0.00%
3 PEOPLES FINANCIAL SERVICES CORP. 58 2,000 0.00%
4 MSI Financial Services Inc 69 3,000 0.00%
5 PRIVATE TRUST CO NA 67 3,000 0.00%
6 Gemmer Asset Management LLC 102 4,000 0.00%
7 Smithfield Trust Co 100 4,000 0.00%
8 HOERTKORN RICHARD CHARLES 100 4,000 0.00%
9 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 100 4,000 0.00%
10 Partnervest Advisory Services LLC 100 4,000 0.00%
11 DELTA ASSET MANAGEMENT LLC/TN 120 5,000 0.00%
12 CENTRAL TRUST Co 150 6,000 0.00%
13 BENJAMIN F. EDWARDS & COMPANY, INC. 250 10,000 0.00%
14 North Star Investment Management Corp. 258 10,000 0.00%
15 Weaver C. Barksdale & Associates, Inc. 265 11,000 0.00%
16 PALLADIUM PARTNERS LLC 300 12,000 0.00%
17 Gary Goldberg Planning Services Inc 295 12,000 0.00%
18 UBS AG 300 12,000 0.00% Call
19 SYNOVUS FINANCIAL CORP 306 12,000 0.00%
20 Hanson & Doremus Investment Management 328 13,000 0.00%
21 Zions Trust, National Association 325 13,000 0.00%
22 COMMUNITY FINANCIAL SYSTEM, INC. 400 16,000 0.00%
23 GROUP ONE TRADING LLC 395 16,000 0.00%
24 DUNCKER STREETT & CO INC 400 16,000 0.00%
25 Hudock, Inc. 400 16,000 0.00%
26 MARK SHEPTOFF FINANCIAL PLANNING, LLC 400 16,000 0.00%
27 Li Winifred I 400 16,000 0.00%
28 TOMPKINS FINANCIAL CORP 432 17,000 0.00%
29 PRENTISS SMITH & CO INC 450 18,000 0.00%
30 ENVESTNET ASSET MANAGEMENT INC 473 19,000 0.00%
31 TRUST CO OF VERMONT 752 30,000 0.00%
32 NEW ENGLAND SECURITIES CORP /MA/ 773 31,000 0.00%
33 Tower Research Capital LLC (TRC) 919 37,000 0.00%
34 GLENMEDE TRUST CO NA 1,000 40,000 0.00%
35 Vantage Investment Advisors, LLC 1,052 42,000 0.00%
36 Smith Affiliated Capital Corp. 1,142 45,749 0.00% PRN
37 FineMark National Bank & Trust 1,303 52,000 0.00%
38 BESSEMER GROUP INC 1,400 56,000 0.00%
39 FIFTH THIRD BANCORP 1,500 60,000 0.00%
40 WFG Advisors, LP 1,529 61,000 0.00%
41 TEACHER RETIREMENT SYSTEM OF TEXAS 1,877 75,000 0.01%
42 Redwood Investments, LLC 2,000 80,000 0.01% SH
43 CANADA LIFE ASSURANCE Co 2,254 90,000 0.01%
44 Madden Advisory Services, Inc. 3,200 128,000 0.01%
45 Dean Capital Management 3,263 131,000 0.01%
46 PANAGORA ASSET MANAGEMENT INC 3,791 152,000 0.01%
47 SHAPIRO ROBERT N 4,213 168,000 0.01%
48 Jupiter Investment Management Ltd 4,543 181,000 0.01%
49 DIAMOND HILL CAPITAL MANAGEMENT INC 5,150 206,000 0.02%
50 CONNABLE OFFICE INC 5,183 208,000 0.02%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.