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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 June 12, 2019
      • $965.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $606.7M
        Estimated Average Account Balance

    Services

    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.

    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 $14,627,669,898
      Wellington Funds (Us) LLC IAR $1,892,604,187
      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 $10,646,228,266
      Wellington Management International Ltd -- --
      Wellington Management Japan Pte Ltd IAR $24,806,834,870
      Wellington Management Singapore Pte Ltd -- --
      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
        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%
        John Edward Bruno Chief Legal Officer January, 2019 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

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