WFG(WFG)
WFG
Institutional Ownership
Top 68 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -6.99K | -- |
| PARK AVENUE SECURITIES LLC | -- | Jun 30, 26 | -3.44K | -- |
| CenterBook Partners LP | -- | Jun 30, 26 | -7.25K | -- |
| WESTWOOD HOLDINGS GROUP INC | -- | Jun 30, 26 | -4.03K | -- |
| Magnetar Financial LLC | -- | Jun 30, 26 | -3.90K | -- |
| SIG North Trading, ULC | -- | Jun 30, 26 | -4.64K | -- |
| Aquatic Capital Management LLC | -- | Jun 30, 26 | -16.44K | -- |
| Investors Portfolio Services LLC | -- | Jun 30, 26 | -4 | -- |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | -- | Jun 30, 26 | -89.44K | -- |
| ALESCO ADVISORS LLC | -- | Jun 30, 26 | -14.16K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -170 | -- |
| Anson Funds Management LP | -- | Jun 30, 26 | -20.10K | -- |
| NewGen Asset Management Ltd | -- | Jun 30, 26 | -100.00K | -- |
| Optiver Holding B.V. | -- | Jun 30, 26 | -198 | -- |
| Counterpoint Mutual Funds LLC | -- | Jun 30, 26 | -4.95K | -- |
| Union Bancaire Privee, UBP SA | -- | Jun 30, 26 | -8.48K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -25 | -- |
| Inspire Advisors, LLC | -- | Jun 30, 26 | -6.36K | -- |
| Impala Asset Management LLC | -- | Jun 30, 26 | -44.83K | -- |
| Lightrock Netherlands B.V. | -- | Jun 30, 26 | -306.72K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.88K | -- |
| AIGEN INVESTMENT MANAGEMENT, LP | -- | Jun 30, 26 | -2.78K | -- |
| Maryland State Retirement & Pension System | -- | Jun 30, 26 | -28.72K | -- |
| Marnell Management LLC | -- | Jun 30, 26 | -4.68K | -- |
| Timelo Investment Management Inc. | -- | Jun 30, 26 | -6.20K | -- |
| EDMOND DE ROTHSCHILD HOLDING S.A. | -- | Jun 30, 26 | -17.53K | -- |
| Skopos Labs, Inc. | 14.26K | Mar 31, 26 | +10.62K | 0.02% |
| VANGUARD GROUP INC | 2.18M | Dec 31, 25 | +4.71K | 2.87% |
| TWO SIGMA ADVISERS, LP | 135.73K | Dec 31, 25 | +91.50K | 0.18% |
| ORG Partners LLC | 25 | Dec 31, 25 | -- | 0.00% |
| 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% |