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-Q2 13F filings (latest filed 2026-09-02). 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
47 tracked funds added or opened WFG while 38 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 158 tracked filers holding WFG, 75 increased or opened the position and 88 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 2026-Q1 and 2026-Q2 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 7
- WELLINGTON MANAGEMENT GROUP LLP$21M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$13M
- Lloyd Harbor Capital Management, LLC$6M
- Cinctive Capital Management LP$3M
- Schonfeld Strategic Advisors LLC$626K
- Engineers Gate Manager LP$623K
Full exits 17
- T. Rowe Price Investment Management, Inc.$47M
- Lightrock Netherlands B.V.$20M
- QV Investors Inc.$15M
- Amundi$13M
- NewGen Asset Management Ltd$7M
- Caisse de depot et placement du Quebec$6M
Largest adds
- MACKENZIE FINANCIAL CORP$64M
- Atlas FRM LLC$46M
- VAN ECK ASSOCIATES CORP$32M
- FIL Ltd$20M
- GOLDMAN SACHS GROUP INC$16M
- SailingStone Capital Partners LLC$16M
Largest trims
- FMR LLC$36M
- NORGES BANK$29M
- MANNING & NAPIER ADVISORS LLC$22M
- SCOTIA CAPITAL INC.$5M
- INTACT INVESTMENT MANAGEMENT INC.$4M
- Connor, Clark & Lunn Investment Management Ltd.$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FIL Ltd trimmed | 8,729,285 | $591M | 22.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,757,506 | $254M | 9.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,492,021 | $236M | 9.0% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 1,878,614 | $180M | 6.8% | 2026-Q2 |
| 1832 Asset Management L.P. added | 1,795,555 | $122M | 4.6% | 2026-Q2 |
| DONALD SMITH & CO., INC. trimmed | 1,629,983 | $110M | 4.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,497,850 | $101M | 3.8% | 2026-Q2 |
| LETKO, BROSSEAU & ASSOCIATES INC added | 1,417,956 | $96M | 3.6% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC trimmed | 1,091,402 | $74M | 2.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,015,410 | $69M | 2.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 831,932 | $56M | 2.1% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 802,239 | $54M | 2.1% | 2026-Q2 |
| Atlas FRM LLC added | 740,000 | $50M | 1.9% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 736,913 | $50M | 1.9% | 2026-Q2 |
| NORGES BANK trimmed | 675,791 | $46M | 1.7% | 2026-Q2 |
| FMR LLC trimmed | 531,868 | $36M | 1.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 455,271 | $31M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 418,511 | $28M | 1.1% | 2026-Q2 |
| SailingStone Capital Partners LLC added | 412,177 | $40M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 344,538 | $23M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 316,578 | $21M | 0.8% | 2026-Q2 |
| ROBOTTI ROBERT added | 296,043 | $20M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 284,763 | $19M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 260,759 | $18M | 0.7% | 2026-Q2 |
| Invesco Ltd. added | 240,903 | $16M | 0.6% | 2026-Q2 |
| Allianz Asset Management GmbH added | 205,255 | $14M | 0.5% | 2026-Q2 |
| TD Asset Management Inc added | 191,504 | $13M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 190,590 | $13M | 0.5% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 182,731 | $12M | 0.5% | 2026-Q2 |
| Northwest & Ethical Investments L.P. added | 172,629 | $12M | 0.4% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 171,482 | $12M | 0.4% | 2026-Q2 |
| MORGAN STANLEY added | 159,327 | $11M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 155,220 | $11M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 134,524 | $9M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 133,836 | $9M | 0.3% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. trimmed | 131,000 | $9M | 0.3% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 130,660 | $9M | 0.3% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp trimmed | 129,965 | $9M | 0.3% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed | 128,361 | $12M | 0.5% | 2026-Q2 |
| Smead Capital Management, Inc. added | 123,878 | $8M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 107,300 | $7M | 0.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 105,440 | $7M | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK added | 101,619 | $7M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 93,044 | $6M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 91,436 | $6M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 87,060 | $6M | 0.2% | 2026-Q2 |
| Lloyd Harbor Capital Management, LLC new | 85,000 | $6M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 81,739 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 72,942 | $5M | 0.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 65,516 | $4M | 0.2% | 2026-Q2 |
| CIBC Asset Management Inc added | 56,542 | $4M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 54,744 | $4M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 53,968 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 51,613 | $3M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 51,488 | $3M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 46,546 | $3M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 41,883 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 41,731 | $3M | 0.1% | 2026-Q2 |
| Cinctive Capital Management LP new | 37,806 | $3M | 0.1% | 2026-Q2 |
| Metis Global Partners, LLC added | 35,224 | $2M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 33,151 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 29,745 | $2M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 29,274 | $2M | 0.1% | 2026-Q2 |
| Candriam S.C.A. | 27,688 | $2M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 27,594 | $2M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 26,841 | $2M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,566 | $2M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 22,198 | $2M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. | 21,975 | $1M | 0.1% | 2026-Q2 |
| Aviso Financial Inc. added | 21,036 | $1M | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 19,283 | $1M | 0.0% | 2026-Q2 |
| Quantbot Technologies LP added | 18,894 | $1M | 0.0% | 2026-Q2 |
| GUARDIAN CAPITAL LP trimmed | 17,747 | $1M | 0.0% | 2026-Q2 |
| XTX Topco Ltd added | 16,959 | $1M | 0.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 16,197 | $1M | 0.0% | 2026-Q2 |
| BANK OF NOVA SCOTIA TRUST CO added | 16,010 | $1M | 0.0% | 2026-Q2 |
| Alberta Investment Management Corp | 15,087 | $1M | 0.0% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 14,469 | $979K | 0.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 13,807 | $935K | 0.0% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 13,800 | $933K | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. | 13,462 | $911K | 0.0% | 2026-Q2 |
| CoreCommodity Management, LLC trimmed | 12,092 | $817K | 0.0% | 2026-Q2 |
| Swiss Life Asset Management Ltd added | 11,930 | $806K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 10,086 | $668K | 0.0% | 2026-Q2 |
| EJF Capital LP | 10,000 | $677K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 9,340 | $632K | 0.0% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 9,250 | $626K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP added | 9,201 | $623K | 0.0% | 2026-Q2 |
| NATIXIS | 9,192 | $622K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 8,391 | $568K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 8,368 | $581K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 8,136 | $551K | 0.0% | 2026-Q2 |
| Investment Management Corp of Ontario added | 8,071 | $546K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 7,476 | $488K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,296 | $493K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 6,520 | $441K | 0.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 6,500 | $440K | 0.0% | 2026-Q2 |
| Trexquant Investment LP added | 6,372 | $431K | 0.0% | 2026-Q2 |
| AMG National Trust Bank added | 6,163 | $417K | 0.0% | 2026-Q2 |
| Pacifica Partners Inc. | 5,905 | $410K | 0.0% | 2026-Q2 |
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.