As of the latest SEC filings, Finwise Bancorp (FINW) is held by 101 institutional funds. The largest fund shareholder is Wasatch Micro Cap Value Fund (WGMVX), holding an estimated $5,367,959.74 in market value, representing 1.67% of its portfolio.
Funds holding Finwise Bancorp (FINW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FINW
- CIK:
- 0001856365
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
WGMVX
Wasatch Micro Cap Value Fund
|
MF | Independent / Boutique | 1.67% | $5,367,959.74 | 338,459 | Mar 31, 2026 | May 5, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,463,019.86 | 281,401 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $3,158,725.18 | 199,163 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,549,236.52 | 97,682 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,340,270.05 | 86,191 | Apr 30, 2026 | Jun 26, 2026 |
|
FFBFX
Emerald Finance & Banking Innovation Fund
|
MF | Independent / Boutique | 1.91% | $845,360.20 | 54,364 | Apr 30, 2026 | Jun 22, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $773,360.16 | 45,924 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $773,225.44 | 45,916 | Feb 28, 2026 | Apr 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $705,040.44 | 44,454 | Mar 31, 2026 | May 28, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.04% | $486,902.00 | 30,700 | Mar 31, 2026 | May 21, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $484,094.78 | 30,523 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $373,899.50 | 23,575 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.02% | $373,296.82 | 23,537 | Mar 31, 2026 | Jun 1, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.26% | $314,028.00 | 19,800 | Mar 31, 2026 | May 21, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $312,352.85 | 20,087 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $268,641.80 | 17,276 | Apr 30, 2026 | Jun 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $267,553.92 | 15,888 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $249,017.86 | 15,701 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $211,173.60 | 12,540 | Feb 28, 2026 | Apr 24, 2026 |
|
GSSC
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
ETF | Goldman Sachs | 0.02% | $185,172.64 | 10,996 | Feb 28, 2026 | Apr 28, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $183,381.15 | 11,793 | Apr 30, 2026 | Jun 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $181,390.75 | 11,665 | Apr 30, 2026 | Jun 24, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $175,901.60 | 11,312 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $161,440.10 | 10,382 | Apr 30, 2026 | Jun 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $140,546.64 | 8,346 | Feb 28, 2026 | Apr 24, 2026 |
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