HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing WF Share Count | ||||
| Citigroup Inc. | 971 | 2,209 | +1,238 | +127.50% |
| Creative Planning | 40,150 | 76,582 | +36,432 | +90.74% |
| FMR LLC | 18,998 | 33,919 | +14,921 | +78.54% |
| Acadian Asset Management LLC | 12,480 | 21,237 | +8,757 | +70.17% |
| Connor Clark & Lunn Investment Management Ltd. | 27,393 | 45,090 | +17,697 | +64.60% |
| JJJ Advisors Inc. | 731 | 1,077 | +346 | +47.33% |
| Ronald Blue Trust Inc. | 2,746 | 3,751 | +1,005 | +36.60% |
| Wells Fargo & Company MN | 243 | 323 | +80 | +32.92% |
| Quadrant Capital Group LLC | 34,191 | 44,634 | +10,443 | +30.54% |
| Ritholtz Wealth Management | 27,523 | 35,734 | +8,211 | +29.83% |
| CWM LLC | 2,744 | 3,507 | +763 | +27.81% |
| US Bancorp DE | 23,126 | 29,385 | +6,259 | +27.06% |
| Quantinno Capital Management LP | 9,944 | 12,632 | +2,688 | +27.03% |
| Cerity Partners LLC | 20,564 | 25,337 | +4,773 | +23.21% |
| JustInvest LLC | 47,621 | 58,233 | +10,612 | +22.28% |
| Mariner LLC | 20,072 | 24,540 | +4,468 | +22.26% |
| Ballentine Partners LLC | 17,357 | 21,200 | +3,843 | +22.14% |
| Parallel Advisors LLC | 8,717 | 10,430 | +1,713 | +19.65% |
| QRG Capital Management Inc. | 10,767 | 12,858 | +2,091 | +19.42% |
| O Shaughnessy Asset Management LLC | 67,286 | 79,969 | +12,683 | +18.85% |
| Invesco Ltd. | 26,282 | 30,893 | +4,611 | +17.54% |
| EverSource Wealth Advisors LLC | 6,976 | 8,197 | +1,221 | +17.50% |
| BNP Paribas Arbitrage SA | 11,578 | 13,521 | +1,943 | +16.78% |
| CAPROCK Group Inc. | 13,342 | 15,241 | +1,899 | +14.23% |
| Lindbrook Capital LLC | 4,856 | 5,535 | +679 | +13.98% |
| BlackRock Inc. | 1,425,504 | 1,604,630 | +179,126 | +12.57% |
| Guggenheim Capital LLC | 47,507 | 53,321 | +5,814 | +12.24% |
| Envestnet Asset Management Inc. | 7,529 | 8,302 | +773 | +10.27% |
| JFS Wealth Advisors LLC | 294 | 322 | +28 | +9.52% |
| Veriti Management LLC | 38,028 | 41,642 | +3,614 | +9.50% |
| Dimensional Fund Advisors LP | 14,850 | 16,063 | +1,213 | +8.17% |
| Allworth Financial LP | 642 | 690 | +48 | +7.48% |
| Ethic Inc. | 98,542 | 105,803 | +7,261 | +7.37% |
| Sequoia Financial Advisors LLC | 21,695 | 23,260 | +1,565 | +7.21% |
| Morgan Stanley | 1,227,656 | 1,296,520 | +68,864 | +5.61% |
| Signaturefd LLC | 40,225 | 41,925 | +1,700 | +4.23% |
| Wetherby Asset Management Inc. | 60,822 | 62,732 | +1,910 | +3.14% |
| The PNC Financial Services Group Inc. | 16,921 | 17,336 | +415 | +2.45% |
| PDS Planning Inc | 11,370 | 11,574 | +204 | +1.79% |
| Mercer Global Advisors Inc. ADV | 9,660 | 9,830 | +170 | +1.76% |
| Glassman Wealth Services | 1,087 | 1,104 | +17 | +1.56% |
| Bank of America Corp DE | 148,130 | 150,140 | +2,010 | +1.36% |
| Northern Trust Corp | 25,143 | 25,472 | +329 | +1.31% |
| Rhumbline Advisers | 56,101 | 56,831 | +730 | +1.30% |
| West Family Investments Inc. | 10,284 | 10,408 | +124 | +1.21% |
| Crossmark Global Holdings Inc. | 11,543 | 11,619 | +76 | +0.66% |
| Geode Capital Management LLC | 11,163 | 11,190 | +27 | +0.24% |
| 13F Filers Reporting New Positions In WF | ||||
| First Manhattan Co. | 0 | 0 | UNCH | 100% |
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 18 | +18 | +100% |
| Shelton Capital Management | 0 | 6,857 | +6,857 | +100% |
| Natixis Advisors L.P. | 0 | 14,181 | +14,181 | +100% |
| BSW Wealth Partners | 0 | 8,444 | +8,444 | +100% |
| Advisory Services Network LLC | 0 | 59 | +59 | +100% |
| Schonfeld Strategic Advisors LLC | 0 | 11,000 | +11,000 | +100% |
| B. Metzler seel. Sohn & Co. AG | 0 | 13,250 | +13,250 | +100% |
| Schechter Investment Advisors LLC | 0 | 13,504 | +13,504 | +100% |
| EntryPoint Capital LLC | 0 | 1,153 | +1,153 | +100% |
| Farther Finance Advisors LLC | 0 | 9 | +9 | +100% |
| Arlington Trust Co LLC | 0 | 219 | +219 | +100% |
| GAMMA Investing LLC | 0 | 1,101 | +1,101 | +100% |
| Pathstone Holdings LLC | 0 | 19,482 | +19,482 | +100% |
| Sivia Capital Partners LLC | 0 | 8,719 | +8,719 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Sei Investments Co. | 64,612 | 64,612 | UNCH | 0.00% |
| UMB Bank N A MO | 466 | 466 | UNCH | 0.00% |
| Victory Capital Management Inc. | 40,051 | 40,051 | UNCH | 0.00% |
| Assetmark Inc. | 68 | 68 | UNCH | 0.00% |
| Gradient Investments LLC | 84 | 84 | UNCH | 0.00% |
| Miracle Mile Advisors LLC | 10,232 | 10,232 | UNCH | 0.00% |
| Russell Investments Group Ltd. | 3,544 | 3,544 | UNCH | 0.00% |
| Global Retirement Partners LLC | 191 | 191 | UNCH | 0.00% |
| Henry James International Management Inc. | 15,893 | 15,893 | UNCH | 0.00% |
| Spire Wealth Management | 80 | 80 | UNCH | 0.00% |
| 13F Filers Decreasing WF Share Count | ||||
| JPMorgan Chase & Co. | 768 | 336 | -432 | -56.25% |
| UBS Group AG | 4,276 | 2,107 | -2,169 | -50.72% |
| Coppell Advisory Solutions LLC | 20 | 10 | -10 | -50.00% |
| Advisor Group Holdings Inc. | 803 | 458 | -345 | -42.96% |
| Bell Investment Advisors Inc | 261 | 165 | -96 | -36.78% |
| Greenleaf Trust | 10,354 | 6,902 | -3,452 | -33.34% |
| Qube Research & Technologies Ltd | 197 | 142 | -55 | -27.92% |
| CWA Asset Management Group LLC | 193,760 | 156,679 | -37,081 | -19.14% |
| Ameriprise Financial Inc. | 8,513 | 7,712 | -801 | -9.41% |
| Strategic Global Advisors LLC | 20,169 | 18,361 | -1,808 | -8.96% |
| CI Private Wealth LLC | 25,120 | 23,491 | -1,629 | -6.48% |
| Royal Bank of Canada | 1,150 | 1,087 | -63 | -5.48% |
| Arrowstreet Capital Limited Partnership | 224,590 | 213,425 | -11,165 | -4.97% |
| Vident Advisory LLC | 45,064 | 43,600 | -1,464 | -3.25% |
| Cresset Asset Management LLC | 13,278 | 13,127 | -151 | -1.14% |
| Ativo Capital Management LLC | 34,885 | 34,585 | -300 | -0.86% |
| Pinnacle Wealth Planning Services Inc. | 14,591 | 14,587 | -4 | -0.03% |
| 13F Filers Exiting WF | ||||
| Cable Hill Partners LLC | 10,241 | 0 | -10,241 | -100.00% |
| IFP Advisors Inc | 12 | 0 | -12 | -100.00% |
| Goldman Sachs Group Inc. | 8,499 | 0 | -8,499 | -100.00% |
See Summary: Institutional Holders of WF
See Details: Top 10 Hedge Funds Holding WF
