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Funds Holding WFH

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Tradition Wealth Management LLC98,479$5,370 12/31/2023
     WFH98,479$5,370 12/31/2023
Royal Bank of Canada10,813$590 12/31/2023
     WFH10,813$590 12/31/2023
LPL Financial LLC6,387$348 12/31/2023
     WFH6,387$348 12/31/2023
Citadel Advisors LLC $280 12/31/2023
     Call2,900$158 12/31/2023
     WFH2,234$122 12/31/2023
Vontobel Holding Ltd.4,820$263 12/31/2023
     WFH4,820$263 12/31/2023
Virtu Financial LLC3,747$204 12/31/2023
     WFH3,747$204 12/31/2023
Advisor Group Holdings Inc.1,554$83 12/31/2023
     WFH1,554$83 12/31/2023
Advisors Preferred LLC903$48 12/31/2023
     WFH903$48 12/31/2023
Concord Wealth Partners354$19 12/31/2023
     WFH354$19 12/31/2023
Morgan Stanley297$16 12/31/2023
     WFH297$16 12/31/2023
Sandy Spring Bank264$14 12/31/2023
     WFH264$14 12/31/2023
Parallel Advisors LLC100$5 12/31/2023
     WFH100$5 12/31/2023
Bank of America Corp DE77$4 12/31/2023
     WFH77$4 12/31/2023
Steward Partners Investment Advisory LLC50$3 12/31/2023
     WFH50$3 12/31/2023
Archer Investment Corp46$3 12/31/2023
     WFH46$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     WFH0$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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