Who owns WFG
Which tracked institutional funds hold WFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WFG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
66 tracked funds added or opened WFG while 33 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WFG’s largest tracked holder by dollar value, FIL Ltd, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WFG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 173 tracked filers holding WFG, 104 increased or opened the position and 71 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WFG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- VANGUARD CAPITAL MANAGEMENT LLC$99M
- VANGUARD FIDUCIARY TRUST CO$30M
- SailingStone Capital Partners LLC$24M
- QV Investors Inc.$15M
- Vanguard Global Advisers, LLC$11M
- NewGen Asset Management Ltd$7M
Full exits 13
- VANGUARD GROUP INC$120M
- D. E. Shaw & Co., Inc.$12M
- TWO SIGMA ADVISERS, LP$8M
- Quadrature Capital Ltd$4M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$3M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3M
Largest adds
- FIL Ltd$36M
- NORGES BANK$35M
- ROYAL BANK OF CANADA$34M
- GOLDMAN SACHS GROUP INC$30M
- T. Rowe Price Investment Management, Inc.$21M
- LETKO, BROSSEAU & ASSOCIATES INC$21M
Largest trims
- BlackRock, Inc.$13M
- FMR LLC$7M
- MILLENNIUM MANAGEMENT LLC$7M
- Lightrock Netherlands B.V.$7M
- BANK OF AMERICA CORP /DE/$5M
- AQR CAPITAL MANAGEMENT LLC$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FIL Ltd trimmed | 8,734,235 | $570M | 20.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,694,635 | $241M | 8.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,450,867 | $225M | 8.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 1,787,883 | $117M | 4.2% | 2026-Q1 |
| 1832 Asset Management L.P. added | 1,757,430 | $115M | 4.1% | 2026-Q1 |
| DONALD SMITH & CO., INC. added | 1,702,814 | $111M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,518,576 | $99M | 3.6% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC trimmed | 1,462,481 | $95M | 3.4% | 2026-Q1 |
| LETKO, BROSSEAU & ASSOCIATES INC added | 1,417,201 | $92M | 3.3% | 2026-Q1 |
| NORGES BANK added | 972,818 | $75M | 2.7% | 2026-Q1 |
| FMR LLC trimmed | 1,099,186 | $72M | 2.6% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 867,974 | $57M | 2.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 846,669 | $55M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 800,486 | $52M | 1.9% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 725,657 | $47M | 1.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 465,034 | $30M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 394,648 | $26M | 0.9% | 2026-Q1 |
| SailingStone Capital Partners LLC new | 261,199 | $24M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 345,071 | $23M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 319,598 | $21M | 0.7% | 2026-Q1 |
| Lightrock Netherlands B.V. trimmed | 306,721 | $20M | 0.7% | 2026-Q1 |
| ROBOTTI ROBERT trimmed | 295,880 | $19M | 0.7% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 271,219 | $18M | 0.6% | 2026-Q1 |
| QV Investors Inc. new | 236,042 | $15M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 215,959 | $14M | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 211,013 | $14M | 0.5% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 200,970 | $13M | 0.5% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. added | 198,000 | $13M | 0.5% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 139,558 | $13M | 0.5% | 2026-Q1 |
| Amundi added | 192,016 | $13M | 0.4% | 2026-Q1 |
| TD Asset Management Inc added | 183,552 | $12M | 0.4% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 164,685 | $11M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 164,089 | $11M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 154,735 | $10M | 0.4% | 2026-Q1 |
| UBS Group AG added | 142,831 | $9M | 0.3% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 140,391 | $9M | 0.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 136,437 | $9M | 0.3% | 2026-Q1 |
| Northwest & Ethical Investments L.P. added | 124,969 | $8M | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 117,523 | $8M | 0.3% | 2026-Q1 |
| Smead Capital Management, Inc. added | 114,778 | $7M | 0.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 109,067 | $7M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 108,138 | $7M | 0.3% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 107,616 | $7M | 0.3% | 2026-Q1 |
| Swiss National Bank | 106,200 | $7M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 100,713 | $7M | 0.2% | 2026-Q1 |
| NewGen Asset Management Ltd added | 100,000 | $7M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 89,441 | $6M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 88,200 | $6M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 83,890 | $5M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 82,335 | $5M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 81,446 | $5M | 0.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 62,944 | $4M | 0.1% | 2026-Q1 |
| TORONTO DOMINION BANK added | 56,460 | $4M | 0.1% | 2026-Q1 |
| Atlas FRM LLC new | 56,000 | $4M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 54,443 | $4M | 0.1% | 2026-Q1 |
| CIBC Asset Management Inc added | 53,827 | $4M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 51,964 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 50,270 | $3M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 49,508 | $3M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 47,750 | $3M | 0.1% | 2026-Q1 |
| Impala Asset Management LLC trimmed | 44,826 | $3M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 45,967 | $3M | 0.1% | 2026-Q1 |
| CoreCommodity Management, LLC added | 43,585 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 40,863 | $3M | 0.1% | 2026-Q1 |
| Nuveen, LLC | 37,934 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 33,647 | $2M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 33,685 | $2M | 0.1% | 2026-Q1 |
| Metis Global Partners, LLC trimmed | 30,399 | $2M | 0.1% | 2026-Q1 |
| Maryland State Retirement & Pension System trimmed | 28,717 | $2M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 28,258 | $2M | 0.1% | 2026-Q1 |
| Candriam S.C.A. | 27,688 | $2M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 25,345 | $2M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 23,931 | $2M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 23,566 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,443 | $1M | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 22,260 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,963,331 | $120M | 4.3% | 2025-Q4 stale |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 296,006 | $20M | 0.7% | 2025-Q3 stale |
| CANADA PENSION PLAN INVESTMENT BOARD | 269,683 | $20M | 0.7% | 2025-Q2 stale |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 264,974 | $18M | 0.6% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. trimmed | 194,859 | $12M | 0.4% | 2025-Q4 stale |
| Galibier Capital Management Ltd. trimmed | 135,552 | $9M | 0.3% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 135,734 | $8M | 0.3% | 2025-Q4 stale |
| Waratah Capital Advisors Ltd. trimmed | 105,521 | $8M | 0.3% | 2025-Q1 stale |
| UniSuper Management Pty Ltd added | 58,971 | $6M | 0.2% | 2025-Q3 stale |
| ONTARIO TEACHERS PENSION PLAN BOARD added | 68,389 | $5M | 0.2% | 2025-Q2 stale |
| Korea Investment CORP added | 63,151 | $5M | 0.2% | 2025-Q2 stale |
| Quadrature Capital Ltd added | 67,800 | $4M | 0.1% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 55,690 | $3M | 0.1% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 54,351 | $3M | 0.1% | 2025-Q4 stale |
| CREDIT AGRICOLE S A trimmed | 43,900 | $3M | 0.1% | 2025-Q3 stale |
| Wealthquest Corp new | 28,434 | $3M | 0.1% | 2025-Q1 stale |
| DekaBank Deutsche Girozentrale | 34,466 | $3M | 0.1% | 2025-Q4 stale |
| AVIVA PLC added | 37,803 | $3M | 0.1% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 33,949 | $3M | 0.1% | 2025-Q1 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 31,979 | $2M | 0.1% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC added | 27,306 | $2M | 0.1% | 2025-Q1 stale |
| AGF MANAGEMENT LTD trimmed | 26,843 | $2M | 0.1% | 2025-Q1 stale |
| Polar Asset Management Partners Inc. added | 30,000 | $2M | 0.1% | 2025-Q4 stale |
| Mn Services Vermogensbeheer B.V. | 19,900 | $1M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.