Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
163 institutional managers reported holding WFG for the quarter ended Mar 31, 2026. Together they hold about 49% of shares outstanding; the top 10 hold 35%. 31 opened new positions; 18 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| FIL LTD | 8.73M | 11.06% | $572.6M | unchanged | 2021 Q1 |
| T. Rowe Price | 3.69M | 4.68% | $242.2M | added +2.3% | 2021 Q1 |
| Royal Bank OF Canada | 3.45M | 4.37% | $226.2M | added +10.3% | 2021 Q1 |
| Vanguard Group | 2.22M | 2.81% | $145.5M | added +1.5% | 2021 Q1 |
| Mackenzie Financial CORP | 1.79M | 2.26% | $117.2M | trimmed -2.6% | 2021 Q2 |
| 1832 Asset Management L.p. | 1.76M | 2.23% | $115.2M | added +2.9% | 2021 Q1 |
| Manning & Napier Advisors LLC | 1.70M | 2.16% | $111.8M | trimmed -6.5% | 2024 Q2 |
| Donald Smith & CO., INC. | 1.70M | 2.16% | $111.6M | added +14.3% | 2025 Q4 |
| Letko, Brosseau & Associates INC | 1.42M | 1.79% | $92.9M | added +21% | 2021 Q1 |
| FMR (Fidelity) | 1.11M | 1.41% | $72.7M | trimmed -13.8% | 2021 Q1 |
| Pictet Asset Management Holding SA | 868.0k | 1.10% | $56.9M | added +2.5% | 2021 Q1 |
| Bank OF Montreal /CAN/ | 846.7k | 1.07% | $55.5M | trimmed -62.2% | 2021 Q1 |
| Goldman Sachs | 800.5k | 1.01% | $52.5M | added +118.1% | 2021 Q1 |
| T. Rowe Price Investment Management, INC. | 725.7k | 0.92% | $47.6M | added +66.5% | 2023 Q2 |
| Charles Schwab Investment Management | 394.6k | 0.50% | $25.9M | added +15.1% | 2024 Q2 |
| Dimensional Fund Advisors | 345.1k | 0.44% | $22.6M | trimmed -1.5% | 2021 Q1 |
| Two Sigma | 319.6k | 0.41% | $21.0M | added +24% | 2025 Q2 |
| Lightrock Netherlands B.v. (focused) | 306.7k | 0.39% | $20.1M | trimmed -4.2% | 2024 Q4 |
| Robotti Robert | 295.9k | 0.38% | $19.4M | unchanged | 2021 Q1 |
| VAN ECK Associates CORP | 271.2k | 0.34% | $17.8M | added +25.7% | 2021 Q1 |
| Invesco | 270.4k | 0.34% | $17.7M | added +147.7% | 2021 Q1 |
| SailingStone Capital Partners LLC (focused) | 261.2k | 0.33% | $17.1M | opened | 2026 Q1 |
| QV Investors INC. | 236.0k | 0.30% | $15.5M | opened | 2026 Q1 |
| American Century Companies INC | 216.0k | 0.27% | $14.2M | added +28.9% | 2021 Q1 |
| Manufacturers Life Insurance Company, THE | 201.0k | 0.25% | $13.2M | trimmed -11.8% | 2021 Q1 |
| Intact Investment Management INC. | 198.0k | 0.25% | $13.0M | added +108.8% | 2021 Q1 |
| Amundi | 192.0k | 0.24% | $12.6M | added +43.2% | 2021 Q1 |
| TD Asset Management INC | 183.6k | 0.23% | $12.0M | added +5.8% | 2021 Q1 |
| Allianz Asset Management GmbH | 164.1k | 0.21% | $10.8M | added +8.9% | 2021 Q1 |
| Envestnet Asset Management INC | 154.7k | 0.20% | $10.1M | added +34.6% | 2024 Q2 |
| UBS | 142.9k | 0.18% | $9.4M | added +218.2% | 2021 Q1 |
| British Columbia Investment Management CORP | 140.4k | 0.18% | $9.2M | added +369.2% | 2021 Q1 |
| VAN Lanschot Kempen Investment Management N.v. | 139.6k | 0.18% | $9.1M | added +246.3% | 2021 Q1 |
| Cerity Partners LLC | 136.4k | 0.17% | $8.9M | unchanged | 2021 Q4 |
| Northwest & Ethical Investments L.p. | 125.0k | 0.16% | $8.2M | added +315.6% | 2021 Q1 |
| Morgan Stanley | 117.5k | 0.15% | $7.7M | trimmed -24.3% | 2021 Q1 |
| Smead Capital Management, INC. (focused) | 114.8k | 0.14% | $7.5M | added +109.9% | 2023 Q3 |
| BlackRock | 109.1k | 0.14% | $7.2M | trimmed -67.4% | 2021 Q1 |
| Legal & General Group PLC | 108.1k | 0.14% | $7.1M | trimmed -3.4% | 2021 Q1 |
| Storebrand Asset Management AS | 107.6k | 0.14% | $7.1M | added +110% | 2025 Q4 |
| Swiss National Bank | 106.2k | 0.13% | $7.0M | unchanged | 2021 Q1 |
| Bank OF Nova Scotia | 103.9k | 0.13% | $6.8M | added +2.1% | 2021 Q1 |
| Scotia Capital INC. | 100.7k | 0.13% | $6.6M | trimmed -4.7% | 2021 Q1 |
| NewGen Asset Management LTD (focused) | 100.0k | 0.13% | $6.6M | opened | 2026 Q1 |
| Caisse de depot et placement du Quebec | 89.4k | 0.11% | $5.9M | opened | 2026 Q1 |
| Thrivent Financial for Lutherans | 83.9k | 0.11% | $5.5M | added +51.2% | 2024 Q2 |
| Bank OF America CORP /DE/ | 82.3k | 0.10% | $5.4M | trimmed -53.5% | 2021 Q1 |
| Barclays PLC | 81.4k | 0.10% | $5.3M | added +51.4% | 2021 Q1 |
| Geode Capital | 62.9k | 0.08% | $4.1M | added +10.7% | 2021 Q1 |
| Toronto Dominion Bank | 56.5k | 0.07% | $3.7M | added +225.7% | 2021 Q1 |
Largest 50 of 163 shown; the full ranked, searchable register is at boothcheck.com/holders/WFG. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.