On this page, we present all of the funds holding WFH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WFH, with a link to that fund's top holdings. The next columns indicate the amount of WFH stock held by each of the funds holding WFH, followed by the WFH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 15 funds holding WFH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Tradition Wealth Management LLC. For more details on the positions held by Tradition Wealth Management LLC (or by any of the other funds holding WFH), click the fund name in the "Holder" column of the funds-holding-WFH table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Tradition Wealth Management LLC | 98,479 | $5,370 | 12/31/2023 |
WFH | 98,479 | $5,370 | 12/31/2023 |
Royal Bank of Canada | 10,813 | $590 | 12/31/2023 |
WFH | 10,813 | $590 | 12/31/2023 |
LPL Financial LLC | 6,387 | $348 | 12/31/2023 |
WFH | 6,387 | $348 | 12/31/2023 |
Citadel Advisors LLC | $280 | 12/31/2023 | |
Call | 2,900 | $158 | 12/31/2023 |
WFH | 2,234 | $122 | 12/31/2023 |
Vontobel Holding Ltd. | 4,820 | $263 | 12/31/2023 |
WFH | 4,820 | $263 | 12/31/2023 |
Virtu Financial LLC | 3,747 | $204 | 12/31/2023 |
WFH | 3,747 | $204 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,554 | $83 | 12/31/2023 |
WFH | 1,554 | $83 | 12/31/2023 |
Advisors Preferred LLC | 903 | $48 | 12/31/2023 |
WFH | 903 | $48 | 12/31/2023 |
Concord Wealth Partners | 354 | $19 | 12/31/2023 |
WFH | 354 | $19 | 12/31/2023 |
Morgan Stanley | 297 | $16 | 12/31/2023 |
WFH | 297 | $16 | 12/31/2023 |
Sandy Spring Bank | 264 | $14 | 12/31/2023 |
WFH | 264 | $14 | 12/31/2023 |
Parallel Advisors LLC | 100 | $5 | 12/31/2023 |
WFH | 100 | $5 | 12/31/2023 |
Bank of America Corp DE | 77 | $4 | 12/31/2023 |
WFH | 77 | $4 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 50 | $3 | 12/31/2023 |
WFH | 50 | $3 | 12/31/2023 |
Archer Investment Corp | 46 | $3 | 12/31/2023 |
WFH | 46 | $3 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
WFH | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of WFH
See Details: Top 10 Hedge Funds Holding WFH
Also See: WFH Holdings Changes
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