Home > Wellington Trust Company > Fiduciary and Related Services
Wellington Trust Company, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,574,000 | 165 |
| Number of Managed Accounts | $1,544,000 | 138 |
| Number of Non-Managed Accounts | $30,000 | 283 |
| Total fiduciary and related assets | $71,511,236,000 | 30 |
| Managed Assets ($) | $69,663,039,000 | 15 |
| Non-managed Assets ($) | $1,848,197,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,126,000 | 22 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,574,000 | 171 |
| Number of Managed Accounts | $1,544,000 | 136 |
| Number of Non-Managed Accounts | $30,000 | 463 |
| Total fiduciary and related assets | $72,039,146,000 | 29 |
| Managed Assets ($) | $70,172,043,000 | 15 |
| Non-managed Assets ($) | $1,867,103,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $329,561,000 | 21 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,597,000 | 166 |
| Number of Managed Accounts | $1,567,000 | 133 |
| Number of Non-Managed Accounts | $30,000 | 285 |
| Total fiduciary and related assets | $74,481,535,000 | 29 |
| Managed Assets ($) | $72,634,008,000 | 15 |
| Non-managed Assets ($) | $1,847,527,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,152,000 | 21 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,614,000 | 166 |
| Number of Managed Accounts | $1,584,000 | 133 |
| Number of Non-Managed Accounts | $30,000 | 327 |
| Total fiduciary and related assets | $71,639,694,000 | 29 |
| Managed Assets ($) | $69,862,527,000 | 16 |
| Non-managed Assets ($) | $1,777,167,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,343,000 | 21 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,669,000 | 158 |
| Number of Managed Accounts | $1,639,000 | 131 |
| Number of Non-Managed Accounts | $30,000 | 289 |
| Total fiduciary and related assets | $72,397,708,000 | 29 |
| Managed Assets ($) | $70,635,584,000 | 15 |
| Non-managed Assets ($) | $1,762,124,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,817,000 | 19 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,704,000 | 158 |
| Number of Managed Accounts | $1,674,000 | 125 |
| Number of Non-Managed Accounts | $30,000 | 469 |
| Total fiduciary and related assets | $69,308,436,000 | 27 |
| Managed Assets ($) | $67,641,301,000 | 15 |
| Non-managed Assets ($) | $1,667,135,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,815,000 | 20 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,742,000 | 151 |
| Number of Managed Accounts | $1,711,000 | 121 |
| Number of Non-Managed Accounts | $31,000 | 281 |
| Total fiduciary and related assets | $62,604,131,000 | 28 |
| Managed Assets ($) | $61,090,984,000 | 16 |
| Non-managed Assets ($) | $1,513,147,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $237,257,000 | 20 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,781,000 | 149 |
| Number of Managed Accounts | $1,750,000 | 120 |
| Number of Non-Managed Accounts | $31,000 | 330 |
| Total fiduciary and related assets | $64,925,355,000 | 27 |
| Managed Assets ($) | $63,350,073,000 | 16 |
| Non-managed Assets ($) | $1,575,282,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $157,829,000 | 20 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,822,000 | 157 |
| Number of Managed Accounts | $1,791,000 | 122 |
| Number of Non-Managed Accounts | $31,000 | 291 |
| Total fiduciary and related assets | $63,893,114,000 | 28 |
| Managed Assets ($) | $62,401,560,000 | 15 |
| Non-managed Assets ($) | $1,491,554,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,881,000 | 20 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,809,000 | 161 |
| Number of Managed Accounts | $1,778,000 | 127 |
| Number of Non-Managed Accounts | $31,000 | 479 |
| Total fiduciary and related assets | $60,780,459,000 | 30 |
| Managed Assets ($) | $59,373,940,000 | 16 |
| Non-managed Assets ($) | $1,406,519,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $329,966,000 | 20 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,780,000 | 157 |
| Number of Managed Accounts | $1,749,000 | 129 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $56,581,694,000 | 31 |
| Managed Assets ($) | $55,281,696,000 | 15 |
| Non-managed Assets ($) | $1,299,998,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $246,591,000 | 20 |