FINANCIAL_SERVICESTERMINATED

Wellington Large Cap Mandate Terminated by Pension Board

The Ocala General Employees’ Retirement Fund Board voted to terminate Wellington as a large cap equity manager and move the assets into a Vanguard index fund. The change follows a quarterly review of portfolio performance and manager results.

Status
TERMINATED
Document date
August 8, 2026
Contract type
FINANCIAL_SERVICES
Vendor
WELLINGTON
Agency
City of Ocala · FL

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
AgendaPacket
Source document
Ocala General Employees' Retirement Fund Board of Trustees AgendaPacket 2026-08-10

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Ocala?

WELLINGTON was awarded this financial services contract by City of Ocala, as recorded on August 8, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Ocala General Employees' Retirement Fund Board of Trustees AgendaPacket 2026-08-10 (AgendaPacket), dated August 8, 2026 from City of Ocala. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does WELLINGTON hold?

WELLINGTON may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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