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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 42% of the manager's regulatory AUM.

WILBANKS SMITH & StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WILBANKS SMITH & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RYT 11.32% ETF 0.02% -0.19% 1 1%
IVV 9.3% ETF 1.54% -0% 0 9%
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FEATURED IN
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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

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


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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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WILBANKS SMITH & Portfolio Concentration

WILBANKS SMITH & Location

150 WEST MAIN STREET
STE 1700
NORFOLK, Virginia
UNITED STATES, 23510

WILBANKS SMITH & Contact Information

Phone Number: 757-623-3676
Fax Number: 757-627-2943
Website:

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