DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
W••• L••
Latest filing Aug 27, 2026
First filing on the tape Mar 28, 2022 · 10 filings
SEC status approved since Apr 27, 2022
RAUM
$2.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
45
18 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$2.3B as of Aug 27, 2026
Mar 31, 2023$2.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 27, 2026
Mar 31, 20230 then
Employees (5.A)45 as of Aug 27, 2026
Mar 31, 202349 then
Private funds8 as of Aug 27, 2026
Mar 31, 20238 then
RAUM +5.9% over the last fiscal year-2.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $288MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W•• V••••••• I••• L••• | Venture Capital Fund | $806M | 30 | Mar 28, 2022 |
| W•• F••• I•• L••• | Venture Capital Fund | $717M | 24 | Mar 5, 2018 |
| W•• F••• I• L••• | Venture Capital Fund | $457M | 18 | Mar 7, 2014 |
| S••••• G••••• V•••••••• L• | Venture Capital Fund | $102M | 1 | Mar 31, 2023 |
| F••••••• B••••• L•• F•••• L• | Private Equity Fund | $50.0M | 1 | Jun 14, 2022 |
| T•••• M••••• F••••• I•••••••• F••• I• L••• | Venture Capital Fund | $41.6M | 2 | Mar 28, 2022 |
Owners and control persons
Schedule A and B, latest filing
- H•••• D•••••• · Chief Compliance Officercontrolsince 03/2023 · owns less than 5%
- I••••••• G•• · Chief Executive Officercontrolsince 03/2013 · owns 75% or more
Related persons
Schedule D 7.A
- F••••••• B••••• L•• G•• L•pooled vehicle sponsorn
- S••••• G••••• V••••••• G•• L•••pooled vehicle sponsorn
- T•••• I• G•• L•••pooled vehicle sponsorn
- W•• G• I• L•••pooled vehicle sponsorn
- W•• G• I•• L•••pooled vehicle sponsorn
- W•• G• I••• L•••pooled vehicle sponsorn
- W•••• I• G•• L•••pooled vehicle sponsorn
- W•••• I• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Tokyo, Japan
What changed
consecutive filings, newest first
- Discretionary RAUM · $2.3B to $2.3BMar 30, 2026 to Aug 27, 2026
- Pooled vehicle RAUM · $2.3B to $2.3BMar 30, 2026 to Aug 27, 2026
- RAUM · $2.3B to $2.3BMar 30, 2026 to Aug 27, 2026
- Discretionary RAUM · $2.2B to $2.3BJul 9, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.2B to $2.3BJul 9, 2025 to Mar 30, 2026
- RAUM · $2.2B to $2.3BJul 9, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 9, 2025
- Discretionary RAUM · $2.2B to $2.2BMar 28, 2025 to Jul 9, 2025
- Pooled vehicle RAUM · $2.2B to $2.2BMar 28, 2025 to Jul 9, 2025
- RAUM · $2.2B to $2.2BMar 28, 2025 to Jul 9, 2025
- Advisory employees · 20 to 18Jul 12, 2024 to Mar 28, 2025
- Employees · 46 to 45Jul 12, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.4B to $2.2BJul 12, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.4B to $2.2BJul 12, 2024 to Mar 28, 2025
- RAUM · $2.4B to $2.2BJul 12, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.4B to $2.4BMar 28, 2024 to Jul 12, 2024
- Pooled vehicle RAUM · $2.4B to $2.4BMar 28, 2024 to Jul 12, 2024
- RAUM · $2.4B to $2.4BMar 28, 2024 to Jul 12, 2024
- Advisory employees · 18 to 20Jul 6, 2023 to Mar 28, 2024
- Employees · 49 to 46Jul 6, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.5B to $2.4BJul 6, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.5B to $2.4BJul 6, 2023 to Mar 28, 2024
- RAUM · $2.5B to $2.4BJul 6, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.5B to $2.5BMar 31, 2023 to Jul 6, 2023
- Pooled vehicle RAUM · $2.5B to $2.5BMar 31, 2023 to Jul 6, 2023
- RAUM · $2.5B to $2.5BMar 31, 2023 to Jul 6, 2023
- Accounts · 7 to 8Jun 14, 2022 to Mar 31, 2023
- Advisory employees · 15 to 18Jun 14, 2022 to Mar 31, 2023
- Pooled vehicle clients · 7 to 8Jun 14, 2022 to Mar 31, 2023
- Employees · 55 to 49Jun 14, 2022 to Mar 31, 2023
- Private funds · 7 to 8Jun 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.4B to $2.5BJun 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.4B to $2.5BJun 14, 2022 to Mar 31, 2023
- RAUM · $2.4B to $2.5BJun 14, 2022 to Mar 31, 2023
- Accounts · 4 to 7Mar 28, 2022 to Jun 14, 2022
- Pooled vehicle clients · 4 to 7Mar 28, 2022 to Jun 14, 2022
- Private funds · 8 to 7Mar 28, 2022 to Jun 14, 2022
- Discretionary RAUM · $2.0B to $2.4BMar 28, 2022 to Jun 14, 2022
- Pooled vehicle RAUM · $2.0B to $2.4BMar 28, 2022 to Jun 14, 2022
- RAUM · $2.0B to $2.4BMar 28, 2022 to Jun 14, 2022
Signals
3 dated events
- Taisuke Homma (Chief Compliance Officer) no longer on Schedule A of W••• L•• (listed 2022-06-14, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Daisuke Hara (Chief Compliance Officer) appeared on Schedule A of W••• L••Mar 31, 2023 · Control person joined · fact
- W••• L•• filed its initial SEC registration (Form ADV)Mar 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
- Website
- wilsp.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 650-329-0300reportedpublic record, Form ADV, Aug 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026