Who owns WFRD (WFRD)
Which tracked institutional funds hold WFRD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WFRD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
164 tracked funds added or opened WFRD while 62 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
WFRD’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WFRD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WFRD 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 433 tracked filers holding WFRD, 253 increased or opened the position and 163 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 WFRD 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 40
- VANGUARD PORTFOLIO MANAGEMENT LLC$379M
- VANGUARD CAPITAL MANAGEMENT LLC$305M
- Sachem Head Capital Management LP$239M
- Canoe Financial LP$50M
- VANGUARD FIDUCIARY TRUST CO$42M
- STOREBRAND ASSET MANAGEMENT AS$14M
Full exits 26
- VANGUARD GROUP INC$585M
- Driehaus Capital Management LLC$108M
- Encompass Capital Advisors LLC$47M
- DEPRINCE RACE & ZOLLO INC$42M
- Yaupon Capital Management LP$21M
- NATIONAL BANK OF CANADA /FI/$17M
Largest adds
- Capital World Investors$126M
- GOLDMAN SACHS GROUP INC$122M
- FMR LLC$86M
- Invesco Ltd.$75M
- T. Rowe Price Investment Management, Inc.$74M
- ACADIAN ASSET MANAGEMENT LLC$67M
Largest trims
- Capital Research Global Investors$104M
- D. E. Shaw & Co., Inc.$62M
- BARCLAYS PLC$56M
- DME Capital Management, LP$44M
- Holocene Advisors, LP$38M
- Clearbridge Investments, LLC$37M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 6,415,216 | $607M | 8.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,003,354 | $379M | 5.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,983,656 | $377M | 5.2% | 2026-Q1 |
| FMR LLC added | 3,561,535 | $337M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,226,837 | $305M | 4.2% | 2026-Q1 |
| Sachem Head Capital Management LP new | 2,525,000 | $239M | 3.3% | 2026-Q1 |
| STATE STREET CORP added | 2,464,869 | $233M | 3.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,324,871 | $220M | 3.0% | 2026-Q1 |
| Capital Research Global Investors trimmed | 2,261,362 | $214M | 2.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,168,044 | $205M | 2.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,974,453 | $187M | 2.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,760,467 | $167M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,647,727 | $156M | 2.1% | 2026-Q1 |
| Capital World Investors added | 1,504,733 | $142M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,416,522 | $134M | 1.8% | 2026-Q1 |
| Invesco Ltd. added | 1,394,635 | $132M | 1.8% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,353,657 | $128M | 1.8% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,256,148 | $119M | 1.6% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,095,981 | $104M | 1.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,013,336 | $96M | 1.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 886,697 | $84M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 823,744 | $78M | 1.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 810,477 | $77M | 1.1% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 804,613 | $76M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 794,732 | $75M | 1.0% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 725,497 | $69M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 631,813 | $60M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 582,364 | $55M | 0.8% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 579,931 | $55M | 0.8% | 2026-Q1 |
| Webs Creek Capital Management LP trimmed | 566,009 | $54M | 0.7% | 2026-Q1 |
| Canoe Financial LP new | 529,200 | $50M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 479,728 | $45M | 0.6% | 2026-Q1 |
| NORGES BANK added | 834,511 | $45M | 0.6% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 458,318 | $43M | 0.6% | 2026-Q1 |
| Boston Partners added | 455,113 | $43M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 445,733 | $42M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 442,065 | $42M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 418,035 | $40M | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 393,003 | $37M | 0.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 368,984 | $35M | 0.5% | 2026-Q1 |
| Summit Street Capital Management, LLC | 355,282 | $34M | 0.5% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 349,659 | $33M | 0.5% | 2026-Q1 |
| UBS Group AG added | 302,548 | $29M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 284,490 | $27M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 283,524 | $27M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 277,846 | $26M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 271,346 | $25M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 255,951 | $24M | 0.3% | 2026-Q1 |
| Penn Capital Management Company, LLC trimmed | 238,028 | $23M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 219,078 | $21M | 0.3% | 2026-Q1 |
| ATLANTIC INVESTMENT MANAGEMENT, INC. trimmed | 212,223 | $20M | 0.3% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 211,782 | $20M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 196,766 | $19M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 192,789 | $18M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 189,393 | $18M | 0.2% | 2026-Q1 |
| Sagefield Capital LP trimmed | 188,193 | $18M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 175,694 | $17M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 171,477 | $16M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 170,706 | $16M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 163,479 | $15M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 160,161 | $15M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 149,935 | $14M | 0.2% | 2026-Q1 |
| DME Capital Management, LP trimmed | 145,721 | $14M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 145,621 | $14M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 144,886 | $14M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS new | 143,101 | $14M | 0.2% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 142,215 | $13M | 0.2% | 2026-Q1 |
| Swiss National Bank | 141,700 | $13M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 140,000 | $13M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 139,937 | $13M | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 139,318 | $13M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 136,989 | $13M | 0.2% | 2026-Q1 |
| COOKE & BIELER LP trimmed | 129,022 | $12M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 127,319 | $12M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 118,945 | $11M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 118,828 | $11M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 109,397 | $10M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 105,386 | $10M | 0.1% | 2026-Q1 |
| Vest Financial, LLC added | 104,216 | $10M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 94,014 | $9M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 89,305 | $8M | 0.1% | 2026-Q1 |
| Alberta Investment Management Corp added | 89,100 | $8M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 87,923 | $8M | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 83,665 | $8M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 83,567 | $8M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,476,177 | $585M | 8.0% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 1,384,142 | $108M | 1.5% | 2025-Q4 stale |
| Sourcerock Group LLC new | 729,338 | $50M | 0.7% | 2025-Q3 stale |
| Encompass Capital Advisors LLC added | 599,274 | $47M | 0.6% | 2025-Q4 stale |
| DEPRINCE RACE & ZOLLO INC added | 537,851 | $42M | 0.6% | 2025-Q4 stale |
| Yaupon Capital Management LP added | 266,463 | $21M | 0.3% | 2025-Q4 stale |
| Fiera Capital Corp added | 352,740 | $19M | 0.3% | 2025-Q1 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC trimmed | 250,257 | $17M | 0.2% | 2025-Q3 stale |
| NATIONAL BANK OF CANADA /FI/ added | 212,142 | $17M | 0.2% | 2025-Q4 stale |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 209,831 | $11M | 0.1% | 2025-Q2 stale |
| WESTWOOD HOLDINGS GROUP INC added | 189,913 | $10M | 0.1% | 2025-Q1 stale |
| HITE Hedge Asset Management LLC new | 185,131 | $10M | 0.1% | 2025-Q1 stale |
| Steamboat Capital Partners, LLC trimmed | 175,000 | $9M | 0.1% | 2025-Q1 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 112,000 | $9M | 0.1% | 2025-Q4 stale |
| ROYCE & ASSOCIATES LP trimmed | 111,125 | $9M | 0.1% | 2025-Q4 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.