Whipplewood Advisors, LLC TSI — TCW Investment Management Co LLC

Ownership history in Whipplewood Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Whipplewood Advisors, LLC reported TCW Investment Management Co LLC (TSI) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.52% in 2025 Q3. The latest visible filing shows TSI at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whipplewood Advisors, LLC's position in TCW Investment Management Co LLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TSI was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSI stock page Whipplewood Advisors, LLC fund profile Whipplewood Advisors, LLC full holdings
How Whipplewood Advisors, LLC held TSI — position size vs. price
% of Fund (quarterly)    TSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 165,778 +4,344 +2.7% 0.39% $744K 2026-04-30 $4.53
2025 Q4 ADDED — — — 161,434 +1,866 +1.2% 0.51% $797K 2026-02-17 $4.60
2025 Q3 ADDED — — — 159,568 +1,302 +0.8% 0.52% $785K 2025-11-06 $4.67
2025 Q2 INITIATED — — — 158,266 — — 0.42% $772K 2025-07-31 $4.61

🏢 Other funds also holding TSI

As of 2026 Q1 — sorted by position size

JP Wealth Management, Inc. 13.64% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.73% Hara Capital LLC 1.65% DIVERSIFIED MANAGEMENT INC 1.04% 1607 Capital Partners, LLC 3Y 7Y 0.84% Noble Wealth Management PBC 0.53% Northside Capital Management, LLC 3Y 7Y 0.41% RDA Financial Network 3Y 0.07% Intellus Advisors LLC 0.05% TCW GROUP INC 3Y 7Y 0.05%

FAQ About Whipplewood Advisors, LLC and TSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whipplewood Advisors, LLC reported owning TSI?

Whipplewood Advisors, LLC reported TSI across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported TSI position in Whipplewood Advisors, LLC's portfolio?

The largest reported portfolio weight for TSI was 0.52% in 2025 Q3.

What is the latest reported TSI position on this page?

The most recent filing on this page is 2026 Q1, when Whipplewood Advisors, LLC reported 165,778 shares, equal to 0.39% of portfolio, with an estimated market value of $744K.

What does the chart on this TSI ownership page compare?

The chart compares Whipplewood Advisors, LLC's quarterly TSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Whipplewood Advisors, LLC time their TSI position?

Based on 13F filing dates vs. subsequent TSI price moves, Whipplewood Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TSI relative to SPY over the holding period was -18.7%.

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