13F institutional ownership facts

Institutions tracked

29

Reported value

$138,427,224.00

Reported shares

2,045,124

Latest filing period

Q2 2026

Top institutional holders

  1. Fidelity International (FIL) · $590,938,589 · 0.42%
  2. Jan van Eck - VanEck · $49,836,171 · 0.03%
  3. T. Rowe Price · $254,346,000 · 0.03%
  4. Two Sigma Investments · $19,275,607 · 0.01%
  5. David Solomon - Goldman Sachs · $68,733,103 · 0.01%
  6. Charles Schwab · $28,321,580 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$WFG

Institutional Holdings

29

Top Institutions

Top Institutions

1

Fidelity International (FIL)

8,729,285 shares

0.42%

% of Portfolio

2

Jan van Eck - VanEck

736,913 shares

0.03%

% of Portfolio

3

T. Rowe Price

3,757,506 shares

0.03%

% of Portfolio

4

Two Sigma Investments

284,763 shares

0.01%

% of Portfolio

5

David Solomon - Goldman Sachs

1,015,410 shares

0.01%

% of Portfolio

6

Charles Schwab

418,511 shares

NaN%

% of Portfolio

7

Wellington Management

316,578 shares

NaN%

% of Portfolio

8

Ken Griffin - Citadel Advisors

93,044 shares

NaN%

% of Portfolio

9

Amundi

159,700 shares

NaN%

% of Portfolio

10

Israel Englander - Millennium Management

46,546 shares

NaN%

% of Portfolio

11

UBS Group

133,836 shares

NaN%

% of Portfolio

12

Invesco

240,903 shares

NaN%

% of Portfolio

13

Legal & General

72,942 shares

NaN%

% of Portfolio

14

Neuberger Berman

16,197 shares

NaN%

% of Portfolio

15

Nuveen

41,883 shares

NaN%

% of Portfolio

16

PSP Investments

3,470 shares

NaN%

% of Portfolio

17

Renaissance Technologies

6,500 shares

NaN%

% of Portfolio

18

Morgan Stanley

159,327 shares

NaN%

% of Portfolio

19

Geode Capital Management

65,516 shares

NaN%

% of Portfolio

20

Larry Fink - BlackRock

105,440 shares

NaN%

% of Portfolio

21

Cliff Asness - AQR Capital Management

3,166 shares

NaN%

% of Portfolio

22

PNC Financial Services

47 shares

NaN%

% of Portfolio

23

Jamie Dimon - JPMorgan Chase

104 shares

NaN%

% of Portfolio

24

Jane Street Group

0 shares

0.00%

% of Portfolio

25

Donald Smith & Co

1,629,983 shares

1.95%

% of Portfolio

26

Manning & Napier

1,091,402 shares

0.95%

% of Portfolio

27

Manning & Napier

184,803 shares

0.16%

% of Portfolio

28

Natixis

9,192 shares

NaN%

% of Portfolio

29

Bill Smead - Smead Capital Management

123,878 shares

0.18%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

33%

LARGE

41%

MEDIUM

19%

SMALL

7%

Geographic Distribution

North America
63%
Europe
21%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

48

Sellers

36

Holders

84

New

20

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

11

Insider Sellers

36

Purchase Value

$19.4M

Role Distribution

CEO
28%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

73

B

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
93
Recent Activity
66
Concentration
59
Momentum
77
Stability
76

Recent Actions

New

13

Increased

31

Decreased

17

Exited

2

Total

30

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