WILBANKS SMITH & Overview
Wilbanks Smith & Thomas Asset Management Llc is an investment advisor that manages 2.6 BN dollars in regulatory AUM and has 31 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 99% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 99% of the manager's regulatory AUM.
WILBANKS SMITH & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WILBANKS SMITH & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 8.08% | ETF | 8.92% | -0.01% | 0 | 13% | ||
| IVV | 6.49% | ETF | 8.9% | -0.01% | 0 | 13% | ||
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FEATURED IN
WILBANKS SMITH & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Wayne F. Wilbanks | President/Managing Principal/Cio/Treasurer | January-2009 |
| Lawrence A. Bernert | V.President/Principal/Portfolio Manager | January-1998 |
| David J. Elliott | Principal/Portfolio Mgr. | January-2004 |
| Mark R. Warden | Principal/Portfolio Mgr. | January-2004 |
| Sarah E. Larkin | Chief Compliance Officer/Director Of Account Services | July-2014 |
| Roger H. Scheffel | Chief Operating Officer | January-2014 |
WILBANKS SMITH & Brokers, Custodians, Auditors and Administrators
| Type | Company |
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WILBANKS SMITH & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our investment committee is the clearinghouse for the origination, research, and implementation of investment ideas. Committee discussions are wide ranging and committee members are encouraged to
7
bring new ideas to the table. Our research universe includes hundreds of funds, stocks, and bonds, all of which are closely monitored by our analyst team and research committee. WST researches and monitors individual companies as well as actively managed mutual funds/managers, index funds/passive funds and ETF’s. The portfolio managers and research analysts work together to analyze and identify companies and funds which are suitable for inclusion in client portfolios.
We use several methods of investment analysis and investment strategies to provide services to our clients. Our methods of investment analysis include fundamental analysis which is the analysis of a company’s financial statem...
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Our investment committee is the clearinghouse for the origination, research, and implementation of investment ideas. Committee discussions are wide ranging and committee members are encouraged to
7
bring new ideas to the table. Our research universe includes hundreds of funds, stocks, and bonds, all of which are closely monitored by our analyst team and research committee. WST researches and monitors individual companies as well as actively managed mutual funds/managers, index funds/passive funds and ETF’s. The portfolio managers and research analysts work together to analyze and identify companies and funds which are suitable for inclusion in client portfolios.
We use several methods of investment analysis and investment strategies to provide services to our clients. Our methods of investment analysis include fundamental analysis which is the analysis of a company’s financial statem...
Get the Full Report
WILBANKS SMITH & Portfolio Concentration
WILBANKS SMITH & Location
150 WEST MAIN STREET
STE 1700
NORFOLK, Virginia
UNITED STATES, 23510
STE 1700
NORFOLK, Virginia
UNITED STATES, 23510
WILBANKS SMITH & Contact Information
Phone Number: 757-623-3676
Fax Number: 757-627-2943
Website: http://www.wstam.com
Fax Number: 757-627-2943
Website: http://www.wstam.com
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