Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
419 institutional managers reported holding WFRD for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 51%. 77 opened new positions; 50 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 7.98M | 11.05% | $754.3M | added +13.3% | 2021 Q2 |
| Vanguard Group | 7.81M | 10.82% | $739.0M | added +2.4% | 2021 Q2 |
| T. Rowe Price | 3.98M | 5.52% | $376.7M | trimmed -22.7% | 2021 Q4 |
| FMR (Fidelity) | 3.57M | 4.94% | $337.4M | added +11.3% | 2021 Q2 |
| Sachem Head Capital Management LP (focused) | 2.52M | 3.50% | $238.8M | opened | 2026 Q1 |
| State Street | 2.46M | 3.41% | $233.1M | added +5% | 2021 Q3 |
| Goldman Sachs | 2.32M | 3.22% | $219.9M | added +86.8% | 2021 Q2 |
| Capital Research Global Investors | 2.26M | 3.13% | $213.8M | trimmed -44.4% | 2021 Q2 |
| Fuller & Thaler Asset Management, INC. | 2.17M | 3.00% | $205.0M | added +12.4% | 2022 Q4 |
| American Century Companies INC | 1.97M | 2.73% | $186.7M | added +18.6% | 2022 Q1 |
| First Trust Advisors LP | 1.76M | 2.44% | $166.5M | added +12.4% | 2022 Q2 |
| Geode Capital | 1.65M | 2.28% | $155.8M | added +23.6% | 2021 Q2 |
| Capital Group (American Funds) | 1.50M | 2.08% | $142.3M | added +617.5% | 2021 Q2 |
| Invesco | 1.48M | 2.06% | $140.3M | added +104.5% | 2024 Q4 |
| Dimensional Fund Advisors | 1.42M | 1.96% | $134.0M | trimmed -8% | 2021 Q3 |
| VAN ECK Associates CORP | 1.35M | 1.88% | $128.0M | added +67.6% | 2023 Q3 |
| T. Rowe Price Investment Management, INC. | 1.26M | 1.74% | $118.8M | added +119.5% | 2023 Q4 |
| Federated Hermes, INC. | 1.10M | 1.52% | $103.6M | added +3.9% | 2022 Q3 |
| Millennium Management | 1.01M | 1.40% | $95.8M | added +14.6% | 2021 Q2 |
| Victory Capital Management INC | 886.7k | 1.23% | $83.9M | trimmed -23.5% | 2022 Q4 |
| Charles Schwab Investment Management | 823.7k | 1.14% | $77.9M | added +4.7% | 2021 Q3 |
| Acadian Asset Management | 810.5k | 1.12% | $76.6M | added +584.7% | 2025 Q1 |
| Gotham Asset Management | 804.6k | 1.11% | $76.1M | trimmed -5.3% | 2022 Q1 |
| BNY Mellon | 794.7k | 1.10% | $75.2M | added +15.5% | 2021 Q3 |
| Frontier Capital Management CO LLC | 725.5k | 1.00% | $68.6M | added +1.5% | 2023 Q2 |
| Morgan Stanley | 631.8k | 0.88% | $59.7M | added +3.8% | 2021 Q2 |
| Northern Trust | 582.4k | 0.81% | $55.1M | added +5.7% | 2021 Q2 |
| William Blair Investment Management, LLC | 579.9k | 0.80% | $54.8M | trimmed -8.7% | 2024 Q2 |
| Webs Creek Capital Management LP (focused) | 566.0k | 0.78% | $53.5M | trimmed -10.2% | 2025 Q2 |
| Canoe Financial LP | 529.2k | 0.73% | $50.0M | opened | 2026 Q1 |
| Citadel Advisors | 479.7k | 0.66% | $45.4M | added +1270.7% | 2025 Q4 |
| UBS | 466.0k | 0.65% | $44.1M | added +29.8% | 2021 Q2 |
| Alyeska Investment Group | 458.3k | 0.64% | $43.3M | added +25.7% | 2023 Q3 |
| Boston Partners | 455.1k | 0.63% | $43.0M | added +6.6% | 2025 Q4 |
| Bank OF America CORP /DE/ | 442.1k | 0.61% | $41.8M | trimmed -9% | 2021 Q2 |
| Qube Research & Technologies LTD | 418.0k | 0.58% | $39.5M | added +1646.5% | 2023 Q1 |
| Point72 | 393.0k | 0.54% | $37.2M | added +729% | 2025 Q2 |
| Wellington Management | 369.0k | 0.51% | $34.9M | added +2277.9% | 2022 Q4 |
| Summit Street Capital Management, LLC (focused) | 355.3k | 0.49% | $33.6M | unchanged | 2025 Q3 |
| Holocene Advisors | 349.7k | 0.48% | $33.1M | trimmed -61.2% | 2025 Q1 |
| Nuveen | 284.5k | 0.39% | $26.9M | added +1.6% | 2021 Q4 |
| Russell Investments Group, LTD. | 283.5k | 0.39% | $26.8M | added +40.4% | 2021 Q2 |
| AQR Capital | 278.7k | 0.39% | $26.4M | trimmed -35.2% | 2022 Q2 |
| Prudential Financial INC | 256.0k | 0.35% | $24.2M | added +2755% | 2022 Q4 |
| Penn Capital Management Company, LLC | 238.0k | 0.33% | $22.5M | trimmed -17.1% | 2021 Q2 |
| NEW York State Common Retirement Fund | 219.1k | 0.30% | $20.7M | trimmed -32% | 2021 Q2 |
| Atlantic Investment Management, INC. (focused) | 212.2k | 0.29% | $20.1M | trimmed -7.7% | 2023 Q2 |
| MetLife Investment Management, LLC | 211.8k | 0.29% | $20.0M | trimmed -20.6% | 2023 Q2 |
| D. E. Shaw | 196.8k | 0.27% | $18.6M | trimmed -80.9% | 2021 Q2 |
| Raymond James Financial INC | 192.8k | 0.27% | $18.2M | added +34.9% | 2022 Q4 |
Largest 50 of 419 shown; the full ranked, searchable register is at boothcheck.com/holders/WFRD. 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.