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On this page, we present all of the funds holding WFHY from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding WFHY, with a link to that fund's top holdings. The next columns
indicate the amount of WFHY stock held by each of the funds holding WFHY, followed by the WFHY position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 54 funds holding WFHY within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by CWM LLC. For more details on the positions held by CWM LLC
(or by any of the other funds holding WFHY), click the fund name in the "Holder" column of the funds-holding-WFHY table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
CWM LLC | 1,735,785 | $78,648 | 03/31/2024 | WFHY | 1,735,785 | $78,648 | 03/31/2024 | Bank of America Corp DE | 720,127 | $32,708 | 12/31/2023 | WFHY | 720,127 | $32,708 | 12/31/2023 | Advisor Group Holdings Inc. | 225,103 | $10,229 | 12/31/2023 | WFHY | 225,103 | $10,229 | 12/31/2023 | Leo Wealth LLC | 141,496 | $6,411 | 12/31/2023 | WFHY | 141,496 | $6,411 | 12/31/2023 | Invenio Wealth Partners LLC | 128,942 | $5,857 | 12/31/2023 | WFHY | 128,942 | $5,857 | 12/31/2023 | Collaborative Wealth Managment Inc. | 125,496 | $5,700 | 12/31/2023 | WFHY | 125,496 | $5,700 | 12/31/2023 | LPL Financial LLC | 122,296 | $5,555 | 12/31/2023 | WFHY | 122,296 | $5,555 | 12/31/2023 | Cetera Advisor Networks LLC | 118,717 | $5,392 | 12/31/2023 | WFHY | 118,717 | $5,392 | 12/31/2023 | Morgan Stanley | 117,799 | $5,350 | 12/31/2023 | WFHY | 117,799 | $5,350 | 12/31/2023 | Envestnet Asset Management Inc. | 104,345 | $4,739 | 12/31/2023 | WFHY | 104,345 | $4,739 | 12/31/2023 | Private Advisor Group LLC | 89,579 | $4,069 | 12/31/2023 | WFHY | 89,579 | $4,069 | 12/31/2023 | Trilogy Capital Inc. | 68,432 | $3,101 | 03/31/2024 | WFHY | 68,432 | $3,101 | 03/31/2024 | AE Wealth Management LLC | 64,523 | $2,919 | 12/31/2023 | WFHY | 64,523 | $2,919 | 12/31/2023 | JPMorgan Chase & Co. | 53,126 | $2,413 | 12/31/2023 | WFHY | 53,126 | $2,413 | 12/31/2023 | Atria Investments LLC | 46,991 | $2,134 | 12/31/2023 | WFHY | 46,991 | $2,134 | 12/31/2023 | Kestra Advisory Services LLC | 43,444 | $1,973 | 12/31/2023 | WFHY | 43,444 | $1,973 | 12/31/2023 | Jane Street Group LLC | 43,203 | $1,962 | 12/31/2023 | WFHY | 43,203 | $1,962 | 12/31/2023 | Smartleaf Asset Management LLC | 42,556 | $1,938 | 12/31/2023 | WFHY | 42,556 | $1,938 | 12/31/2023 | MML Investors Services LLC | 36,585 | $1,662 | 12/31/2023 | WFHY | 36,585 | $1,662 | 12/31/2023 | Raymond James & Associates | 24,132 | $1,093 | 03/31/2024 | WFHY | 24,132 | $1,093 | 03/31/2024 | Millington Financial Advisors LLC | 22,150 | $1,006 | 12/31/2023 | WFHY | 22,150 | $1,006 | 12/31/2023 | My Legacy Advisors LLC | 19,712 | $895 | 12/31/2023 | WFHY | 19,712 | $895 | 12/31/2023 | KLR Investment Advisors LLC | 19,724 | $879 | 03/31/2024 | WFHY | 19,724 | $879 | 03/31/2024 | Melone Private Wealth LLC | 14,828 | $674 | 12/31/2023 | WFHY | 14,828 | $674 | 12/31/2023 | NBC Securities Inc. | 12,987 | $588 | 03/31/2024 | WFHY | 12,987 | $588 | 03/31/2024 | RFG Advisory LLC | 11,189 | $507 | 03/31/2024 | WFHY | 11,189 | $507 | 03/31/2024 | Oxinas Partners Wealth Management LLC | 10,409 | $472 | 03/31/2024 | WFHY | 10,409 | $472 | 03/31/2024 | Geneos Wealth Management Inc. | 9,825 | $446 | 12/31/2023 | WFHY | 9,825 | $446 | 12/31/2023 | Susquehanna International Group LLP | 9,092 | $413 | 12/31/2023 | WFHY | 9,092 | $413 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 8,239 | $373 | 03/31/2024 | WFHY | 8,239 | $373 | 03/31/2024 | NewSquare Capital LLC | 7,910 | $359 | 12/31/2023 | WFHY | 7,910 | $359 | 12/31/2023 | Team Financial Group LLC | 7,524 | $342 | 12/31/2023 | WFHY | 7,524 | $342 | 12/31/2023 | Lion Street Advisors LLC | 7,490 | $340 | 03/31/2024 | WFHY | 7,490 | $340 | 03/31/2024 | Claro Advisors LLC | 7,372 | $334 | 03/31/2024 | WFHY | 7,372 | $334 | 03/31/2024 | Mach 1 Financial Group Inc. | 5,761 | $262 | 12/31/2023 | WFHY | 5,761 | $262 | 12/31/2023 | Acorn Wealth Advisors LLC | 4,446 | $201 | 03/31/2024 | WFHY | 4,446 | $201 | 03/31/2024 | IFP Advisors Inc | 3,658 | $166 | 12/31/2023 | WFHY | 3,658 | $166 | 12/31/2023 | Royal Bank of Canada | 3,147 | $143 | 12/31/2023 | WFHY | 3,147 | $143 | 12/31/2023 | Financial Gravity Asset Management Inc. | 2,071 | $94 | 12/31/2023 | WFHY | 2,071 | $94 | 12/31/2023 | Harbour Investments Inc. | 1,775 | $81 | 12/31/2023 | WFHY | 1,775 | $81 | 12/31/2023 | Creative Financial Designs Inc. ADV | 1,468 | $67 | 12/31/2023 | WFHY | 1,468 | $67 | 12/31/2023 | Farther Finance Advisors LLC | 921 | $42 | 12/31/2023 | WFHY | 921 | $42 | 12/31/2023 | Cherry Tree Wealth Management LLC | 624 | $28 | 12/31/2023 | WFHY | 624 | $28 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 462 | $21 | 12/31/2023 | WFHY | 462 | $21 | 12/31/2023 | ICA Group Wealth Management LLC | 425 | $19 | 12/31/2023 | WFHY | 425 | $19 | 12/31/2023 | Concord Wealth Partners | 382 | $17 | 12/31/2023 | WFHY | 382 | $17 | 12/31/2023 | Frazier Financial Advisors LLC | 305 | $14 | 12/31/2023 | WFHY | 305 | $14 | 12/31/2023 | Spire Wealth Management | 109 | $5 | 03/31/2024 | WFHY | 109 | $5 | 03/31/2024 | Tucker Asset Management LLC | 107 | $5 | 12/31/2023 | WFHY | 107 | $5 | 12/31/2023 | Key Financial Inc | 84 | $4 | 12/31/2023 | WFHY | 84 | $4 | 12/31/2023 | Covestor Ltd | 97 | $4 | 12/31/2023 | WFHY | 97 | $4 | 12/31/2023 | Wells Fargo & Company MN | 72 | $3 | 12/31/2023 | WFHY | 72 | $3 | 12/31/2023 | Global Retirement Partners LLC | 25 | $1 | 03/31/2024 | WFHY | 25 | $1 | 03/31/2024 | FMR LLC | 2 | $0 | 12/31/2023 | WFHY | 2 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | WFHY | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of WFHY
See Details: Top 10 Hedge Funds Holding WFHY
Also See: WFHY Holdings Changes
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