Institutional Holders (2026 Q2)
198 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | JMN Financial LLC | 0.41% | 9,078 | $521K |
| 2 | Barometer Capital Management INC. | 0.30% | 18,800 | $1.1M |
| 3 | Donald Smith & CO., INC. | 0.23% | 682,280 | $13.1M |
| 4 | OneAscent Investment Solutions LLC | 0.23% | 4,158 | $239K |
| 5 | West Family Investments, Inc. | 0.21% | 12,565 | $721K |
| 6 | Ariadne Wealth Management, LP | 0.17% | 6,885 | $395K |
| 7 | PCM Encore, LLC | 0.14% | 14,114 | $810K |
| 8 | Laird Norton Wetherby Trust Company, LLC | 0.14% | 124,166 | $7.1M |
| 9 | Ethic Inc. | 0.13% | 181,303 | $10.4M |
| 10 | Mw Advisory, LLC | 0.13% | 5,650 | $324K |
| 11 | Abacus Wealth Partners, LLC | 0.13% | 21,372 | $1.2M |
| 12 | Frank, Rimerman Advisors LLC | 0.13% | 38,737 | $2.2M |
| 13 | Canopy Partners, LLC | 0.13% | 7,289 | $418K |
| 14 | Basecamp Wealth Advisors LLC | 0.10% | 9,151 | $525K |
| 15 | Centurion Wealth Management LLC | 0.09% | 6,850 | $393K |
| 16 | Enterprise Financial Services Corp | 0.09% | 3,978 | $228K |
| 17 | BSW Wealth Partners | 0.07% | 11,640 | $668K |
| 18 | PDS Planning, Inc | 0.06% | 18,515 | $1.1M |
| 19 | Bridgewater Advisors Inc. | 0.06% | 15,751 | $1.1M |
| 20 | 55 North Private Wealth, LLC | 0.06% | 5,090 | $292K |
| 21 | Argos Wealth Advisors, LLC | 0.05% | 3,528 | $203K |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | 0.05% | 491,804 | $28.2M |
| 23 | Drive Wealth Management, LLC | 0.05% | 5,043 | $289K |
| 24 | Quadrant Capital Group LLC | 0.05% | 31,748 | $1.8M |
| 25 | B. Metzler seel. Sohn & Co. AG | 0.05% | 92,846 | $5.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|