Who owns WFG
168 institutions reported holding WFG for 2026Q1, together 50% of the company, more than the 154 a quarter earlier.
168
Institutions reporting a position · as of 2026Q1 · up from 154 the quarter before
- Shares held by institutions
- 37.9M
Shares held by institutions · 50% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $2.48B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 26%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 23
- New positions
- 32
- Positions exited
- 22
- Added to
- 61
- Reduced
- 43
- Top 10 holdersof the company
- 36%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 168 | 37.9M | $2.48B |
| 2025Q4 | 154 | 37.9M | $2.23B |
| 2025Q3 | 175 | 37.4M | $2.55B |
| 2025Q2 | 199 | 33.1M | $2.44B |
| 2025Q1 | 211 | 32.2M | $2.49B |
| 2024Q4 | 208 | 33.6M | $2.94B |
| 2024Q3 | 205 | 31.3M | $3.06B |
| 2024Q2 | 206 | 30.1M | $2.34B |
| 2024Q1 | 197 | 31.6M | $2.75B |
| 2023Q4 | 197 | 31.5M | $2.72B |
| 2023Q3 | 200 | 31.1M | $2.27B |
| 2023Q2 | 196 | 30.9M | $2.67B |
| 2023Q1 | 191 | 29.8M | $2.14B |
| 2022Q4 | 197 | 29.3M | $2.13B |
| 2022Q3 | 179 | 31.2M | $2.28B |
| 2022Q2 | 189 | 37.1M | $2.89B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| FIL Ltd | 8.7M | 11% | $570M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.7M | 4.9% | $241M |
| ROYAL BANK OF CANADA | 3.5M | 4.5% | $225M |
| VANGUARD GROUP INC | 2.2M | 2.9% | $145M |
| MACKENZIE FINANCIAL CORP | 1.8M | 2.4% | $117M |
| 1832 Asset Management L.P. | 1.8M | 2.3% | $115M |
| DONALD SMITH & CO., INC. | 1.7M | 2.2% | $111M |
| Manning & Napier Group, LLC | 1.5M | 1.9% | $95M |
| LETKO, BROSSEAU & ASSOCIATES INC | 1.4M | 1.9% | $92M |
| FMR LLC | 1.1M | 1.5% | $72M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…
Basic Materials
Ranks #115 of 140 by Smart Score