WFG(WFG)
WFG
Institutional Ownership
Top 222 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| FIL Ltd | 8.73M | Mar 31, 26 | -9.62K | 11.49% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.69M | Mar 31, 26 | +81.50K | 4.86% |
| ROYAL BANK OF CANADA | 3.45M | Mar 31, 26 | +321.10K | 4.54% |
| MACKENZIE FINANCIAL CORP | 1.79M | Mar 31, 26 | -48.37K | 2.35% |
| 1832 Asset Management L.P. | 1.76M | Mar 31, 26 | +50.12K | 2.31% |
| DONALD SMITH & CO., INC. | 1.70M | Mar 31, 26 | +213.47K | 2.24% |
| MANNING & NAPIER ADVISORS LLC | 1.46M | Mar 31, 26 | -50.00K | 1.92% |
| LETKO, BROSSEAU & ASSOCIATES INC | 1.42M | Mar 31, 26 | +245.85K | 1.86% |
| FMR LLC | 1.11M | Mar 31, 26 | -178.18K | 1.46% |
| Pictet Asset Management Holding SA | 867.97K | Mar 31, 26 | +21.22K | 1.14% |
| BANK OF MONTREAL /CAN/ | 846.67K | Mar 31, 26 | -1.39M | 1.11% |
| GOLDMAN SACHS GROUP INC | 800.49K | Mar 31, 26 | +433.44K | 1.05% |
| T. Rowe Price Investment Management, Inc. | 725.66K | Mar 31, 26 | +195.08K | 0.95% |
| VANGUARD FIDUCIARY TRUST CO | 465.03K | Mar 31, 26 | +465.03K | 0.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 394.65K | Mar 31, 26 | +51.88K | 0.52% |
| DIMENSIONAL FUND ADVISORS LP | 345.07K | Mar 31, 26 | -5.25K | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 319.60K | Mar 31, 26 | +61.93K | 0.42% |
| Lightrock Netherlands B.V. | 306.72K | Mar 31, 26 | -13.58K | 0.40% |
| ROBOTTI ROBERT | 295.88K | Mar 31, 26 | -455 | 0.39% |
| VAN ECK ASSOCIATES CORP | 271.22K | Mar 31, 26 | +55.50K | 0.36% |
| Invesco Ltd. | 270.41K | Mar 31, 26 | +161.23K | 0.36% |
| SailingStone Capital Partners LLC | 261.20K | Mar 31, 26 | +261.20K | 0.34% |
| QV Investors Inc. | 236.04K | Mar 31, 26 | +236.04K | 0.31% |
| AMERICAN CENTURY COMPANIES INC | 215.96K | Mar 31, 26 | +48.40K | 0.28% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 200.97K | Mar 31, 26 | -26.99K | 0.26% |
| INTACT INVESTMENT MANAGEMENT INC. | 198.00K | Mar 31, 26 | +103.15K | 0.26% |
| TD ASSET MANAGEMENT INC | 183.55K | Mar 31, 26 | +10.06K | 0.24% |
| Vanguard Global Advisers, LLC | 164.69K | Mar 31, 26 | +164.69K | 0.22% |
| Allianz Asset Management GmbH | 164.09K | Mar 31, 26 | +13.40K | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 154.74K | Mar 31, 26 | +39.80K | 0.20% |
| UBS Group AG | 142.83K | Mar 31, 26 | +97.93K | 0.19% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 140.39K | Mar 31, 26 | +110.47K | 0.18% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 139.56K | Mar 31, 26 | +99.25K | 0.18% |
| Cerity Partners LLC | 136.44K | Mar 31, 26 | -595 | 0.18% |
| Northwest & Ethical Investments L.P. | 124.97K | Mar 31, 26 | +94.90K | 0.16% |
| MORGAN STANLEY | 117.52K | Mar 31, 26 | -37.65K | 0.15% |
| Smead Capital Management, Inc. | 114.78K | Mar 31, 26 | +60.10K | 0.15% |
| BlackRock, Inc. | 109.07K | Mar 31, 26 | -225.74K | 0.14% |
| Legal & General Group Plc | 108.14K | Mar 31, 26 | -3.82K | 0.14% |
| Swiss National Bank | 106.20K | Mar 31, 26 | -- | 0.14% |
| SCOTIA CAPITAL INC. | 100.71K | Mar 31, 26 | -4.93K | 0.13% |
| NewGen Asset Management Ltd | 100.00K | Mar 31, 26 | +100.00K | 0.13% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 89.44K | Mar 31, 26 | +89.44K | 0.12% |
| BANK OF NOVA SCOTIA | 88.20K | Mar 31, 26 | -2.82K | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 83.89K | Mar 31, 26 | +28.41K | 0.11% |
| BARCLAYS PLC | 81.45K | Mar 31, 26 | +27.66K | 0.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 62.94K | Mar 31, 26 | +6.09K | 0.08% |
| TORONTO DOMINION BANK | 56.46K | Mar 31, 26 | +39.12K | 0.07% |
| Atlas FRM LLC | 56.00K | Mar 31, 26 | +56.00K | 0.07% |
| CIBC WORLD MARKET INC. | 54.44K | Mar 31, 26 | -21.20K | 0.07% |
| CIBC Asset Management Inc | 53.83K | Mar 31, 26 | +1.72K | 0.07% |
| PRINCIPAL FINANCIAL GROUP INC | 51.96K | Mar 31, 26 | +8.84K | 0.07% |
| VANGUARD ASSET MANAGEMENT, Ltd | 50.27K | Mar 31, 26 | +50.27K | 0.07% |
| Connor, Clark & Lunn Investment Management Ltd. | 49.51K | Mar 31, 26 | +6.79K | 0.07% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 47.75K | Mar 31, 26 | +370 | 0.06% |
| NATIONAL BANK OF CANADA /FI/ | 45.97K | Mar 31, 26 | -10.07K | 0.06% |
| Impala Asset Management LLC | 44.83K | Mar 31, 26 | +44.83K | 0.06% |
| CoreCommodity Management, LLC | 43.59K | Mar 31, 26 | +7.79K | 0.06% |
| DEUTSCHE BANK AG\ | 40.86K | Mar 31, 26 | -3.99K | 0.05% |
| Nuveen, LLC | 37.93K | Mar 31, 26 | -- | 0.05% |
| Russell Investments Group, Ltd. | 33.69K | Mar 31, 26 | +8.93K | 0.04% |
| CITADEL ADVISORS LLC | 33.65K | Mar 31, 26 | -3.62K | 0.04% |
| Metis Global Partners, LLC | 30.40K | Mar 31, 26 | -2.80K | 0.04% |
| Maryland State Retirement & Pension System | 28.72K | Mar 31, 26 | -2.78K | 0.04% |
| Federation des caisses Desjardins du Quebec | 28.26K | Mar 31, 26 | -2.09K | 0.04% |
| Candriam S.C.A. | 27.69K | Mar 31, 26 | -- | 0.04% |
| MGO ONE SEVEN LLC | 25.34K | Mar 31, 26 | +10.49K | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 23.93K | Mar 31, 26 | -114.40K | 0.03% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23.57K | Mar 31, 26 | +6.12K | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22.44K | Mar 31, 26 | +22.44K | 0.03% |
| Vontobel Holding Ltd. | 22.26K | Mar 31, 26 | -31.37K | 0.03% |
| Baird Financial Group, Inc. | 21.98K | Mar 31, 26 | -1.94K | 0.03% |
| Anson Funds Management LP | 20.10K | Mar 31, 26 | -- | 0.03% |
| Cetera Investment Advisers | 18.75K | Mar 31, 26 | -1.18K | 0.02% |
| GUARDIAN CAPITAL LP | 17.94K | Mar 31, 26 | -41 | 0.02% |
| RENAISSANCE TECHNOLOGIES LLC | 17.80K | Mar 31, 26 | -24.10K | 0.02% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 17.53K | Mar 31, 26 | +627 | 0.02% |
| Aquatic Capital Management LLC | 16.44K | Mar 31, 26 | +13.82K | 0.02% |
| LPL Financial LLC | 16.05K | Mar 31, 26 | +2.06K | 0.02% |
| BANK OF NOVA SCOTIA TRUST CO | 15.74K | Mar 31, 26 | +5.01K | 0.02% |
| Alberta Investment Management Corp | 15.09K | Mar 31, 26 | +15.09K | 0.02% |
| BRANDES INVESTMENT PARTNERS, LP | 14.32K | Mar 31, 26 | +2.45K | 0.02% |
| Skopos Labs, Inc. | 14.26K | Mar 31, 26 | +10.62K | 0.02% |
| ALESCO ADVISORS LLC | 14.16K | Mar 31, 26 | +14.16K | 0.02% |
| Aviso Financial Inc. | 14.07K | Mar 31, 26 | +14.07K | 0.02% |
| Turtle Creek Asset Management Inc. | 13.75K | Mar 31, 26 | -1.70K | 0.02% |
| Quantbot Technologies LP | 13.54K | Mar 31, 26 | -24.46K | 0.02% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 13.52K | Mar 31, 26 | -29 | 0.02% |
| Vanguard Investments Australia, Ltd. | 13.46K | Mar 31, 26 | +13.46K | 0.02% |
| Neuberger Berman Group LLC | 12.08K | Mar 31, 26 | +5.13K | 0.02% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 10.50K | Mar 31, 26 | +10.50K | 0.01% |
| EJF Capital LLC | 10.00K | Mar 31, 26 | -- | 0.01% |
| TD Waterhouse Canada Inc. | 9.95K | Mar 31, 26 | +2.10K | 0.01% |
| NATIXIS | 9.19K | Mar 31, 26 | +1.27K | 0.01% |
| Union Bancaire Privee, UBP SA | 8.48K | Mar 31, 26 | +39 | 0.01% |
| Investment Management Corp of Ontario | 7.97K | Mar 31, 26 | +1.10K | 0.01% |
| SEI INVESTMENTS CO | 7.64K | Mar 31, 26 | +453 | 0.01% |
| ALLIANCEBERNSTEIN L.P. | 7.48K | Mar 31, 26 | -- | 0.01% |
| CenterBook Partners LP | 7.25K | Mar 31, 26 | -17.92K | 0.01% |
| WELLS FARGO & COMPANY/MN | 7.21K | Mar 31, 26 | -623 | 0.01% |
| JANE STREET GROUP, LLC | 6.99K | Mar 31, 26 | -673 | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 6.93K | Mar 31, 26 | +924 | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 6.75K | Mar 31, 26 | -75.31K | 0.01% |
| SYCOMORE ASSET MANAGEMENT | 6.50K | Mar 31, 26 | +6.50K | 0.01% |
| Inspire Advisors, LLC | 6.36K | Mar 31, 26 | +392 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 6.33K | Mar 31, 26 | +3.56K | 0.01% |
| Timelo Investment Management Inc. | 6.20K | Mar 31, 26 | -50.00K | 0.01% |
| AMG National Trust Bank | 6.04K | Mar 31, 26 | +6.04K | 0.01% |
| Pacifica Partners Inc. | 5.91K | Mar 31, 26 | -- | 0.01% |
| Trexquant Investment LP | 5.73K | Mar 31, 26 | +5.73K | 0.01% |
| Diversify Advisory Services, LLC | 5.46K | Mar 31, 26 | -318 | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5.46K | Mar 31, 26 | +5.46K | 0.01% |
| One Capital Management, LLC | 5.42K | Mar 31, 26 | +119 | 0.01% |
| Tower Research Capital LLC (TRC) | 5.42K | Mar 31, 26 | +5.40K | 0.01% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 5.00K | Mar 31, 26 | -- | 0.01% |
| Counterpoint Mutual Funds LLC | 4.95K | Mar 31, 26 | +4.95K | 0.01% |
| SIG North Trading, ULC | 4.64K | Mar 31, 26 | -40.63K | 0.01% |
| XTX Topco Ltd | 4.10K | Mar 31, 26 | +4.10K | 0.01% |
| WESTWOOD HOLDINGS GROUP INC | 4.03K | Mar 31, 26 | +4.03K | 0.01% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3.91K | Mar 31, 26 | +3.91K | 0.01% |
| Magnetar Financial LLC | 3.90K | Mar 31, 26 | +3.90K | 0.01% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 3.47K | Mar 31, 26 | +3.47K | 0.00% |
| PARK AVENUE SECURITIES LLC | 3.44K | Mar 31, 26 | -299 | 0.00% |
| AEGIS FINANCIAL CORP | 3.14K | Mar 31, 26 | +3.14K | 0.00% |
| AIGEN INVESTMENT MANAGEMENT, LP | 2.78K | Mar 31, 26 | -5.64K | 0.00% |
| Gold Investment Management Ltd. | 2.69K | Mar 31, 26 | -- | 0.00% |
| BI Asset Management Fondsmaeglerselskab A/S | 2.47K | Mar 31, 26 | -- | 0.00% |
| Sava Infond d.o.o. | 2.40K | Mar 31, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 1.88K | Mar 31, 26 | +1.88K | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 1.63K | Mar 31, 26 | -53 | 0.00% |
| CITIGROUP INC | 1.55K | Mar 31, 26 | +22 | 0.00% |
| Fulcrum Asset Management LLP | 1.49K | Mar 31, 26 | -9.84K | 0.00% |
| EverSource Wealth Advisors, LLC | 1.44K | Mar 31, 26 | +1.27K | 0.00% |
| JPMORGAN CHASE & CO | 1.14K | Mar 31, 26 | -4.27K | 0.00% |
| US BANCORP \DE\ | 739 | Mar 31, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 582 | Mar 31, 26 | +309 | 0.00% |
| Physician Wealth Advisors, Inc. | 579 | Mar 31, 26 | +370 | 0.00% |
| Parallel Advisors, LLC | 439 | Mar 31, 26 | +184 | 0.00% |
| SIGNATUREFD, LLC | 390 | Mar 31, 26 | -125 | 0.00% |
| Steward Partners Investment Advisory, LLC | 289 | Mar 31, 26 | -- | 0.00% |
| Optiver Holding B.V. | 198 | Mar 31, 26 | +159 | 0.00% |
| MAI Capital Management | 170 | Mar 31, 26 | +170 | 0.00% |
| Farther Finance Advisors, LLC | 161 | Mar 31, 26 | +136 | 0.00% |
| Clearstead Advisors, LLC | 159 | Mar 31, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 103 | Mar 31, 26 | +1 | 0.00% |
| SIMPLEX TRADING, LLC | 76 | Mar 31, 26 | +76 | 0.00% |
| Hara Capital LLC | 65 | Mar 31, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 59 | Mar 31, 26 | -- | 0.00% |
| Rossby Financial, LCC | 57 | Mar 31, 26 | +57 | 0.00% |
| Cassaday & Co Wealth Management LLC | 53 | Mar 31, 26 | +53 | 0.00% |
| Golden State Equity Partners | 25 | Mar 31, 26 | +25 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 24 | Mar 31, 26 | +24 | 0.00% |
| Allworth Financial LP | 24 | Mar 31, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 16 | Mar 31, 26 | -1 | 0.00% |
| Larson Financial Group LLC | 11 | Mar 31, 26 | +7 | 0.00% |
| ASSETMARK, INC | 9 | Mar 31, 26 | -- | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 7 | Mar 31, 26 | +3 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Mar 31, 26 | -- | 0.00% |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -6.97K | -- |
| Point72 Asset Management, L.P. | -- | Mar 31, 26 | -23.57K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Mar 31, 26 | -119 | -- |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | -- | Mar 31, 26 | -55.69K | -- |
| Quadrature Capital Ltd | -- | Mar 31, 26 | -67.80K | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | -- | Mar 31, 26 | -54.35K | -- |
| Verition Fund Management LLC | -- | Mar 31, 26 | -6.21K | -- |
| Numerai GP LLC | -- | Mar 31, 26 | -15.85K | -- |
| Garner Asset Management Corp | -- | Mar 31, 26 | -80 | -- |
| OPPENHEIMER & CO INC | -- | Mar 31, 26 | -8.91K | -- |
| ADIRONDACK TRUST CO | -- | Mar 31, 26 | -91 | -- |
| D. E. Shaw & Co., Inc. | -- | Mar 31, 26 | -194.86K | -- |
| Polar Asset Management Partners Inc. | -- | Mar 31, 26 | -30.00K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -11.47K | -- |
| Genus Capital Management Inc. | -- | Mar 31, 26 | -3.50K | -- |
| DV Trading LLC | -- | Mar 31, 26 | -589 | -- |
| Accordant Advisory Group Inc | -- | Mar 31, 26 | -6 | -- |
| DekaBank Deutsche Girozentrale | -- | Mar 31, 26 | -34.47K | -- |
| VANGUARD GROUP INC | 2.18M | Dec 31, 25 | +4.71K | 2.87% |
| NORGES BANK | 648.27K | Dec 31, 25 | +648.27K | 0.85% |
| BANK OF AMERICA CORP /DE/ | 176.88K | Dec 31, 25 | -41.16K | 0.23% |
| TWO SIGMA ADVISERS, LP | 135.73K | Dec 31, 25 | +91.50K | 0.18% |
| Amundi | 134.10K | Dec 31, 25 | -17.16K | 0.18% |
| NewEdge Advisors, LLC | 150 | Dec 31, 25 | -- | 0.00% |
| ORG Partners LLC | 25 | Dec 31, 25 | -- | 0.00% |
| Groupe la Francaise | -- | Dec 31, 25 | -1.85K | -- |
| Galibier Capital Management Ltd. | 135.55K | Sep 30, 25 | -14.75K | 0.18% |
| Cubist Systematic Strategies, LLC | 10.84K | Sep 30, 25 | +10.84K | 0.01% |
| Point72 Asia (Singapore) Pte. Ltd. | 8.10K | Sep 30, 25 | +8.10K | 0.01% |
| Jarislowsky, Fraser Ltd | 5.61K | Sep 30, 25 | +2.02K | 0.01% |
| SHELL ASSET MANAGEMENT CO | 800 | Sep 30, 25 | -2.11K | 0.00% |
| Point72 (DIFC) Ltd | 540 | Sep 30, 25 | +540 | 0.00% |
| PineBridge Investments, L.P. | -- | Sep 30, 25 | -10.75K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 4.01K | Jun 30, 25 | +345 | 0.01% |
| First Horizon Advisors, Inc. | 25 | Jun 30, 25 | +25 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -5.37K | -- |
| Lindbrook Capital, LLC | 70 | Mar 31, 25 | -24 | 0.00% |
| Sandy Spring Bank | -- | Mar 31, 25 | -25 | -- |
| KGH Ltd | 154.00K | Dec 31, 24 | -153.00K | 0.20% |
| Nuveen Asset Management, LLC | 55.34K | Dec 31, 24 | -15.93K | 0.07% |
| Sugarloaf Wealth Management, LLC | 142 | Dec 31, 24 | +142 | 0.00% |
| Jade Capital Advisors, LLC | 5.00K | Sep 30, 24 | -- | 0.01% |
| First Trust Direct Indexing L.P. | 4.05K | Sep 30, 24 | -1.16K | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 3.21K | Sep 30, 24 | -4.41K | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 2.50K | Sep 30, 24 | -2.63K | 0.00% |
| BlackRock Inc. | 227.83K | Jun 30, 24 | +29.22K | 0.30% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -500 | -- |
| CREDIT SUISSE AG/ | 100.54K | Mar 31, 24 | -1.17K | 0.13% |
| Credential Qtrade Securities Inc. | 166 | Mar 31, 24 | -34 | 0.00% |
| Retirement Group, LLC | 12 | Mar 31, 24 | -1 | 0.00% |
| Desjardins Global Asset Management Inc. | -- | Dec 31, 23 | -35.62K | -- |
| PICTET ASSET MANAGEMENT SA | 3.69M | Jun 30, 23 | -31.68K | 4.85% |
| Veritable, L.P. | -- | Jun 30, 23 | -3.08K | -- |
| Pendal Group Ltd | 70.89K | Dec 31, 22 | +1.08K | 0.09% |
| Gyon Technologies Capital Management, LP | 3.62K | Dec 31, 22 | +3.62K | 0.00% |
| AGF INVESTMENTS INC. | 17.70K | Sep 30, 22 | -- | 0.02% |
| American Portfolios Advisors | -- | Sep 30, 22 | -491 | -- |
| Lake Point Wealth Management | 20 | Jun 30, 22 | -103 | 0.00% |
| EXANE DERIVATIVES | -- | Jun 30, 22 | -2.88K | -- |
| NN Investment Partners Holdings N.V. | 44.77K | Mar 31, 22 | +31.40K | 0.06% |
| Marshall Wace North America L.P. | 59.75K | Sep 30, 21 | +59.75K | 0.08% |
| PICTET ASSET MANAGEMENT LTD | 5.54M | Jun 30, 21 | +479.63K | 7.28% |
| QS Investors, LLC | 3.00K | Jun 30, 21 | -1.20K | 0.00% |
| AMUNDI ASSET MANAGEMENT US, INC. | 37.45K | Mar 31, 21 | +37.45K | 0.05% |