Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WIPFLI FINANCIAL ADVISORS LLC 10-26-2022 09-30-2022 2676 1,422,798,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
TFS FINL CORP COM 1751 $13,000 1,030 0.00 1,030 +Inf 09-30-2022
SOFI TECHNOLOGIES INC COM 1752 $13,000 2,645 0.00 2,645 +Inf 09-30-2022
RBC BEARINGS INC COM 1753 $13,000 63 0.00 63 +Inf 09-30-2022
PALOMAR HLDGS INC COM 1754 $13,000 157 0.00 157 +Inf 09-30-2022
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