WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

other names
  • WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
  • WST CAPITAL MANAGEMENT

Adviser Profile
As of Date 03/12/2026
ADV Location NORFOLK, VA, United States
Registration SEC, Approved, 11/30/1990
Other registrations (2)
Former registrations

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Exempt Reporting Adviser 2B(2)- PF<150mn Qualify for the exemption from registration because you act solely as an adviser to private funds and have assets under management, as defined in rule 203(m)-1, in the United States of less than $150 million
Private Fund GAV* 6,349,741 3%
SMA’s No
Private Funds 1
Contact Info 757 xxxxxxx
Websites

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name YOUNT, HYDE & BARBOUR P.C. Filing Date07/28/2023 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$6,349,741

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$331,004,412 % Position9.00% $ Change # Change
Stck Ticker464287200 Stock NameISHARES TR $ Position$184,046,935 % Position5.00% $ Change # Change
Stck Ticker464287614 Stock NameISHARES TR $ Position$191,244,409 % Position5.00% $ Change # Change
Stck Ticker78463X889 Stock NameSPDR INDEX SHS FDS $ Position$90,490,714 % Position3.00% $ Change # Change
Stck Ticker922908629 Stock NameVANGUARD INDEX FDS $ Position$90,505,976 % Position3.00% $ Change # Change
Stck Ticker922908744 Stock NameVANGUARD INDEX FDS $ Position$96,636,282 % Position3.00% $ Change # Change
Stck Ticker655844108 Stock NameNORFOLK SOUTHN CORP $ Position$74,927,543 % Position2.00% $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$62,850,448 % Position2.00% $ Change # Change
Stck Ticker922908751 Stock NameVANGUARD INDEX FDS $ Position$64,324,493 % Position2.00% $ Change # Change
Stck Ticker46429B267 Stock NameISHARES TR $ Position$70,773,156 % Position2.00% $ Change # Change