Back to top

Wellington Management Company LLP




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


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



    Last updated on Jan. 9, 2020
      • $1.2T
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
      • $714.6M
        Estimated Average Account Balance


    Firm Services

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

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Gregory Lance Williams
    January 2014

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Wellington Alternative Investments IAR $14,627,669,898
      Wellington Funds (Us) LLC IAR $3,309,306,364
      Wellington Luxembourg, S.A R.L. -- --
      Wellington Management Advisers, Inc Broker-Dealer --
      Wellington Management Australia Pty Ltd -- --
      Wellington Management Canada Ulc -- --
      Wellington Management Funds LLC -- --
      Wellington Management Hong Kong Limited IAR $12,409,372,157
      Wellington Management International Ltd IAR $127,124,330,128
      Wellington Management Japan Pte Ltd IAR $25,789,516,414
      Wellington Management Singapore Pte Ltd IAR $20,820,462,054
      Wellington Management Switzerland Gmbh -- --
      Wellington Trust Company, Na -- --



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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Edward Joseph Steinborn Chief Financial Officer January, 2015 less than 5%
        Brendan Joseph Swords Chief Executive Officer January, 2015 less than 5%
        John David Norberg Chief Compliance Officer May, 2018 less than 5%
        Gregory Scott Konzal Chief Legal Officer August, 2019 less than 5%
          Source: SEC


          Types of Compensation Arrangements

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