Institutional Holders (2026 Q1)
166 + 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 | Ativo Capital Management LLC | 1.59% | 27,530 | $1.8M |
| 2 | BAROMETER CAPITAL MANAGEMENT INC. | 0.40% | 17,600 | $1.2M |
| 3 | DGS Capital Management, LLC | 0.26% | 24,090 | $1.6M |
| 4 | West Family Investments, Inc. | 0.21% | 9,186 | $612K |
| 5 | Abacus Wealth Partners, LLC | 0.21% | 34,967 | $2.3M |
| 6 | Canopy Partners, LLC | 0.14% | 6,212 | $414K |
| 7 | Ethic Inc. | 0.13% | 123,390 | $8.2M |
| 8 | ENTERPRISE FINANCIAL SERVICES CORP | 0.11% | 3,182 | $212K |
| 9 | Centurion Wealth Management LLC | 0.10% | 6,850 | $456K |
| 10 | Frank, Rimerman Advisors LLC | 0.10% | 23,347 | $1.6M |
| 11 | BSW Wealth Partners | 0.09% | 11,040 | $735K |
| 12 | DRIVE WEALTH MANAGEMENT, LLC | 0.07% | 4,971 | $331K |
| 13 | Connor, Clark & Lunn Investment Management Ltd. | 0.07% | 441,917 | $29.4M |
| 14 | Argos Wealth Advisors, LLC | 0.07% | 3,528 | $235K |
| 15 | PDS Planning, Inc | 0.06% | 14,114 | $940K |
| 16 | B. Metzler seel. Sohn & Co. AG | 0.06% | 91,906 | $6.1M |
| 17 | RITHOLTZ WEALTH MANAGEMENT | 0.05% | 42,001 | $2.8M |
| 18 | SIGNATUREFD, LLC | 0.05% | 44,545 | $3.0M |
| 19 | Aprio Wealth Management, LLC | 0.04% | 11,908 | $793K |
| 20 | Pinnacle Wealth Planning Services, Inc. | 0.03% | 4,938 | $329K |
| 21 | Aaron Wealth Advisors LLC | 0.03% | 8,734 | $582K |
| 22 | Venturi Wealth Management, LLC | 0.03% | 10,581 | $705K |
| 23 | Optas, LLC | 0.03% | 3,096 | $206K |
| 24 | Brooklyn Investment Group | 0.03% | 12,992 | $865K |
| 25 | Greenspring Advisors, LLC | 0.03% | 6,356 | $423K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|