| Owner | Title | From | %Ownership |
|---|---|---|---|
| Willis, Robert, Thomas | Principal, CEO, and Chief Investment Officer | 01/2012 | 50-75% |
| Kilroy, James, Joseph | Principal, and President | 01/2011 | 25-50% |
| Wright, Kelli, M | Principal, VP of Operations and Trading and Chief Compliance Officer | 10/2012 | 5-10% |
| Slattery, Brett, Michael | Principal, and Director of Research | 01/2018 | < 5% |
| Challen, Natalie, Rose | Principal, and Director of Information Systems | 09/2020 | < 5% |
| Lewis, John, Michael | Principal, and Senior Analyst | 10/2020 | < 5% |
| Patton, Tracey, Anna | Principal, and Senior Analyst | 12/2021 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Willis Investment Counsel Inc | $3.38 bn | |
| Wic Managed Volatility and Income Fund QP, L.P. | $28.94 mm | Other Private Fund |
| Wic Managed Volatility and Income Fund, L.P. | $140.52 mm | Other Private Fund |
| Wic Small Cap Value Fund, L.P. | $29.48 mm | Other Private Fund |
| Wic Value Fund, L.P. | $14.67 mm | Other Private Fund |
