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Showing Q1 2024 data
HedgeTrack has imported Q4 2025 data overall, but WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's latest available filing here is Q1 2024.
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
•CIK: 1007399•Filing: Q1 2024
**WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC** manages $3.6B across a diversified portfolio of 528 positions. The fund exhibits significant concentration in broad market equity exposure, notably holding VOO at $331.0M, followed by IWF ($191.2M) and IVV ($184.0M). Top holdings also include VTV ($96.6M) and VO ($90.5M), indicating a core focus on established, large-cap indices. This structure suggests a systematic, index-tilted approach to capturing broad market beta.
Total AUM
$3.6B
QoQ Performance
+9.2%
Positions
376
Top 10 Concentration
37.1%
Latest Filing
Q1 2024
Top Holdings Allocation
VOO
IWF
IVV
VOO9.3%
IWF5.4%
IVV5.1%
VTV2.7%
VO2.5%
SPDW2.5%
NSC2.1%
GOVT2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.4%
ETF15.5%
Technology8.6%
Consumer2.9%
Healthcare2.8%
Industrial2.2%
Financial2.2%
Energy0.9%
🚪 Exited Positionssold since Q4 2023
+316 more exited positions
Changes from Q4 2023
NEW4 new positions
↑96 increased
↓92 decreased
Historical Filings
Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022