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| Wilkinson Global Asset Management LLC
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|---|---|
| CRD # | 292470 |
| SEC # | 801-113969 |
| CIK # | 0001764000 |
| AUM | 1,876.8 M (2026-04-01) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 212-301-6864 |
| Address | 1270 6th Avenue New York, NY 10020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 1.8 | ||
| Alphabet Inc | 1.6 | ||
| Microsoft Corp | 1.3 | ||
| Moodys Corp /DE/ | 1.0 | ||
| Mastercard Inc | 0.9 | ||
| Autozone Inc | 0.9 | ||
| TJX Companies Inc /DE/ | 0.9 | ||
| CME Group Inc | 0.8 | ||
| Royal Bank of Canada | 0.7 | ||
| Canadian National Railway Co | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Global Thematic Equity Partners LP | 2015-11-10 | 4.9 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 486 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 45 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 44 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 575 | 1.9 |
| By Discretionary | ||
| Discretionary | 574 | 1.8 |
| Non-Discretionary | 1 | 0.1 |
| Total | 575 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1.5 | |
| Total | 575 | 1.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764000] | |
| 13F-NT | [0001764000] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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