Back to top

Wellington Management Company LLP

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $219,039,000
iShares Russell 2000 ETF $120,496,000
iShares MSCI EAFE ETF $108,852,000
Vanguard Small-Cap Index Fund $100,972,000
iShares Russell 2000 Growth ETF $93,061,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $67,293,000
SPDR Gold Shares $58,750,000
iShares iBoxx $ High Yield Corporate Bond ETF $47,489,000
iShares Core MSCI Emerging Markets ETF $35,329,000
ETFS Physical Platinum Shares $31,280,000
PowerShares Senior Loan Portfolio $26,947,000
VanEck Vectors Gold Miners ETF $26,415,000
SPDR S&P Regional Banking ETF $17,411,000
iShares MSCI ACWI ex US ETF $17,159,000
iShares MSCI Eurozone ETF $16,664,000
Vanguard Emerging Markets Stock Index Fund $14,774,000
WisdomTree India Earnings Fund $14,397,000
iShares Russell 1000 Growth ETF $14,125,000
Vanguard 500 Index Fund $11,237,000
iShares MSCI ACWI ETF $10,947,000
iShares MSCI All Country Asia ex Japan ETF $10,158,000
iShares Nasdaq Biotechnology ETF $10,082,000
iShares MSCI EAFE Small-Cap ETF $9,188,000
PowerShares DB US Dollar Index Bullish Fund $9,167,000
iShares MSCI India ETF $8,956,000
iShares MSCI Emerging Markets ETF $5,328,000
SPDR S&P Oil & Gas Exploration & Production ETF $5,050,000
Vanguard Dividend Appreciation Index Fund $4,563,000
iShares 20+ Year Treasury Bond ETF $3,846,000
Vanguard Long-Term Corporate Bond Index Fund $3,721,000
PowerShares DB Oil Fund $2,607,000
iShares MSCI Japan ETF $2,353,000
SPDR Bloomberg Barclays Convertible Securities ETF $2,091,000
iShares Silver Trust $1,952,000
Financial Select Sector SPDR Fund $1,698,000
iShares JPMorgan USD Emerging Markets Bond ETF $1,513,000
VanEck Vectors Agribusiness ETF $811,000
iShares MSCI Taiwan Capped ETF $553,000
iShares MSCI Australia ETF $417,000
Vanguard European Stock Index Fund $343,000
iPath Exchange Traded Notes MSCI India Index Notes Series A $237,000
Vanguard Intermediate-Term Corporate Bond Index Fund $202,000

    Assets

    Assets

    Last updated on July 8, 2017
      • $945.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $628.8M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    1

    name start date
    Gregory Lance Williams
    January 2014

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Wellington Alternative Investments IAR $14,539,335,963
      Wellington Funds (Us) LLC -- --
      Wellington Luxembourg, S.A R.L. -- --
      Wellington Management Advisers, Inc Broker-Dealer --
      Wellington Management Australia Pty Ltd -- --
      Wellington Management Canada LLC IAR $14,622,159,803
      Wellington Management Funds LLC -- --
      Wellington Management Hong Kong Limited IAR $7,170,749,243
      Wellington Management International Limited IAR $103,505,960,818
      Wellington Management Japan Pte Ltd IAR $26,342,208,701
      Wellington Management Singapore Pte. Ltd. IAR $14,468,186,719
      Wellington Management Switzerland Gmbh -- --
      Wellington Trust Company, Na -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Nancy Marie Morris Chief Compliance Officer April, 2012 less than 5%
        Cynthia Mary Clarke Chief Legal Officer January, 2015 less than 5%
        Edward Joseph Steinborn Chief Financial Officer January, 2015 less than 5%
        Brendan Joseph Swords Chief Executive Officer January, 2015 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Performance-Based Fees