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| Happy Holidays!! thanks for using AUM13F!! |
| Wilkinson Global Asset Management LLC
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| CRD # | 292470 |
| SEC # | 801-113969 |
| CIK # | 0001764000 |
| AUM | $2.1 B (2025-05-22) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 212-301-6864 |
| Address | 437 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001764000 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.7 | ||
| Alphabet Inc | 1.3 | ||
| Moodys Corp /DE/ | 1.3 | ||
| Autozone Inc | 1.1 | ||
| Mastercard Inc | 1.0 | ||
| Oracle Corp | 0.9 | ||
| TJX Companies Inc /DE/ | 0.8 | ||
| CME Group Inc | 0.8 | ||
| Sherwin Williams Co | 0.7 | ||
| Royal Bank of Canada | 0.6 | ||
| Canadian National Railway Co | 0.6 | ||
| MSCI Inc | 0.6 | ||
| Otis Worldwide Corp | 0.5 | ||
| Thomson Reuters Corp /Can/ | 0.5 | ||
| Carrier Global Corp | 0.5 | ||
| CGI Group Inc | 0.5 | ||
| Progressive Waste Solutions Ltd | 0.5 | ||
| Canadian Pacific Railway Ltd/Cn | 0.5 | ||
| Bank of Montreal /Can/ | 0.4 | ||
| Johnson & Johnson | 0.4 | ||
| PepsiCo Inc | 0.4 | ||
| Ritchie Bros Auctioneers Inc | 0.4 | ||
| Mettler Toledo International INC/ | 0.4 | ||
| Graco Inc | 0.4 | ||
| McGraw-hill Companies Inc | 0.4 | ||
| HDFC Bank Ltd | 0.4 | ||
| Copart Inc | 0.3 | ||
| Restaurant Brands International Inc | 0.3 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Global Thematic Equity Partners LP | 2015-11-10 | 4.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 511 | 1.5 |
| (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 | 46 | 0.3 |
| (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 | 40 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 597 | 2.1 |
| By Discretionary | ||
| Discretionary | 593 | 1.9 |
| Non-Discretionary | 4 | 0.2 |
| Total | 597 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1.6 | |
| Total | 597 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764000] | |
| 13F-NT | [0001764000] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Durbin Bennett Private Wealth Management LLC
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|
TX | 2.1 |
|
Revisor Wealth Management LLC
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|
OH | 2.1 |
|
Strive Asset Management LLC
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TX | 2.1 |
|
Joel R Mogy Investment Counsel Inc
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CA | 2.1 |
|
UX Wealth Partners LLC
✚
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CO | 2.1 |
|
IC Advisory Services Inc
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|
NJ | 2.1 |
|
Summit Financial Strategies Inc
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|
OH | 2.1 |
|
Guardian Wealth Advisors LLC
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|
NC | 2.1 |
|
Foundry Partners LLC
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|
OH | 2.0 |
|
Wealth Architects LLC
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|
CA | 2.0 |