Wellington Trust Company Na is a firm that provides investment management and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Wellington Trust Company Na clients are hospitals, religious organizations, health and welfare funds, museums, historical sites, and similar institutions, and grantmaking foundations with revenues ranging from $52 million to $880 million.
Previous legal names, trade names, or just variations of their name include: Wellington; Wellington Trust Co Na; and Wellington Small Cap.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Metropolitan Museum of Art | 501(c)(3) | New York, NY |
| 2 | The Jewish Federations of North America (JFNA) | 501(c)(3) | New York, NY |
| 3 | California Wellness Foundation | 501(c)(3) | Los Angeles, CA |
| 4 | Circle of Service Foundation | 501(c)(3) | Chicago, IL |
| 5 | Dartmouth-Hitchcock (D-H) | 501(c)(3) | Lebanon, NH |
| 6 | Jewish Heritage Fund (JHFE) | 501(c)(3) | Louisville, KY |
| 7 | Mercy Health Services | 501(c)(3) | Baltimore, MD |
| 8 | The Vallee Foundation | 501(c)(3) | Cambridge, MA |
| 9 | Nba Players' Health and Welfare Benefit Plan | 501(c)(9) | North Chesterfield, VA |
| 10 | Emory Healthcare | 501(c)(3) | Atlanta, GA |
Competitors to Wellington Trust Company Na in the nonprofit sector include Capital Research and Management, Alerus Financial, N.a., Charles Schwab Trust Bank, Kestra Advisory Services LLC, John Hancock, Matrix Trust Company, Fidelity, Raymond James and Associates, Marquette and Associates, and Wilmington Trust.
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