| 4 |
| Connor, Clark & Lunn Investment Management Ltd. |
| 492K |
| $28.2M |
| +11.3% |
| 0.203% |
| 0.05% |
| 5 | Quantinno Capital Management LP | 372K | $21.4M | +87.2% | 0.153% | 0.03% |
| 6 | DONALD SMITH & CO., INC. | 682K | $13.1M | +24.6% | 0.281% | 0.23% |
| 7 | GOLDMAN SACHS GROUP INC | 221K | $12.7M | +208.3% | 0.091% | 0.00% |
| 8 | Ethic Inc. | 181K | $10.4M | +46.9% | 0.075% | 0.13% |
| 9 | MARSHALL WACE, LLP | 166K | $9.6M | +688.9% | 0.069% | 0.01% |
| 10 | Vanguard Personalized Indexing Management, LLC | 165K | $9.5M | +33.8% | 0.068% | 0.08% |
| 11 | Qube Research & Technologies Ltd | 130K | $7.4M | +756.8% | 0.053% | 0.01% |
| 12 | Laird Norton Wetherby Trust Company, LLC | 124K | $7.1M | +24.3% | 0.051% | 0.14% |
| 13 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 122K | $7.0M | +26.2% | 0.050% | 0.03% |
| 14 | MILLENNIUM MANAGEMENT LLC | 121K | $6.9M | +40.1% | 0.050% | 0.00% |
| 15 | Vident Advisory, LLC | 106K | $6.1M | -9.2% | 0.044% | 0.04% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 104K | $5.9M | +8.2% | 0.043% | 0.00% |
| 17 | B. Metzler seel. Sohn & Co. AG | 93K | $5.3M | +1.0% | 0.038% | 0.05% |
| 18 | Point72 Asset Management, L.P. | 90K | $5.2M | +337.8% | 0.037% | 0.01% |
| 19 | BANK OF AMERICA CORP /DE/ | 89K | $5.1M | +4.8% | 0.036% | 0.00% |
| 20 | Cerity Partners LLC | 76K | $4.3M | +12.4% | 0.031% | 0.01% |
| 21 | JANE STREET GROUP, LLC | 71K | $4.1M | +334.9% | 0.029% | 0.00% |
| 22 | US BANCORP \DE\ | 70K | $4.0M | +24.1% | 0.029% | 0.00% |
| 23 | AQR CAPITAL MANAGEMENT LLC | 65K | $3.7M | +23.0% | 0.027% | 0.00% |
| 24 | BARCLAYS PLC | 61K | $3.5M | +41782.1% | 0.025% | 0.00% |
| 25 | FMR LLC | 60K | $3.4M | +61.3% | 0.025% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WF — a direct measure of their conviction.
| 2.86% |
| +0.04 pp |
| $224M |
| +7.1% |
| Q4 2024 | 123 | +3.4% | 2.82% | +0.05 pp | $209M | 5.0% |
| Q3 2024 | 119 | — | 2.77% | — | $220M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
22 institutions opened new positions in WF during Q2 2026, while 19 fully exited. 84 added to existing positions and 86 trimmed.
WF institutional ownership rose by 1.01 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 70.2% of all reported 13F value in WF, and the top 25 account for 83.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.