DFX Intelligence

10 more advisory clients, 8 more other clients, 397 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Wellington Trust Company

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10 more advisory clients, 8 more other clients, 397 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

13 allocators

The Budd Company Employee Pension Plan Pension consultantthrough Sep 30, 2025 Form 5500
Retirement Plan for Employees of the Univ of Miami Investment adviser (plan)through May 31, 2024 Form 5500
ABB Inc. Pension Plan of Fischer & Porter Company Investment adviser (plan)through Dec 31, 2023 Form 5500

+10 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

11 allocators

Regions Financial Corporation Retirement Plan for Associates Custodianthrough Dec 31, 2024
Retirement Income Plan for Selective Insurance Company of America Trusteethrough Dec 31, 2023
The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2023

+8 more clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

400 rows, $84.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Premera Pension Equity Plan	2025	28 51 68	INVESTMENT ADVISOR	$98,033
Iuoe Local 30 Pension Fund	2025	28 51	NONE	$74,438
Twin City Hospitals - Minnesota Nurses Association Pension Plan	2024	28 51 52	NONE	$2.7M

+397 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed

Apr 30, 2025Holding endedinferenceConstruction Laborers Pension Trust of Greater St.
Construction Laborers Pension Trust of Greater St. no longer reports Wtc-Ctf Emerging Markets Research E (Wellington Trust Company) (last held $36M at 2024-04-30; absent from the 2025-04-30 filing)
with Wellington Trust Companyaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceRetail Food Employers & Ufcw Local 711 Pension
Retail Food Employers & Ufcw Local 711 Pension no longer reports CTF Opportunistic Emerging Markets (Wellington Trust Company) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with Wellington Trust Companyaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceGroup Retirement Income Plan No.16
Group Retirement Income Plan No.16 no longer reports Wtc-Ctf Emerging Markets Research E (Wellington Trust Company) (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)
with Wellington Trust Companyaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceConstruction Industry Laborers Pension Fund
Construction Industry Laborers Pension Fund no longer reports Wtc-Ctf Emerging Markets Research E (Wellington Trust Company) (last held $38M at 2022-12-31; absent from the 2024-12-31 filing)
with Wellington Trust Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceCmta-Gmpp & Allied Workers Local 164b Pension Trust
Wellington Trust Company no longer appears on Cmta-Gmpp & Allied Workers Local 164b Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
with Wellington Trust Companyaskebsa.dol.gov

+35 more dated events

Every name, record and relationship behind this count, with the source on each.