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This page summarizes the WF holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether WF is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing WF Share Count |
|---|
| JPMorgan Chase & Co. |
336 |
1,015 |
+679 |
+202.08% |
| Connor Clark & Lunn Investment Management Ltd. |
45,090 |
135,392 |
+90,302 |
+200.27% |
| Acadian Asset Management LLC |
21,237 |
53,018 |
+31,781 |
+149.65% |
| Citigroup Inc. |
2,209 |
4,475 |
+2,266 |
+102.58% |
| Bell Investment Advisors Inc |
165 |
327 |
+162 |
+98.18% |
| GAMMA Investing LLC |
1,101 |
1,837 |
+736 |
+66.85% |
| Ballentine Partners LLC |
21,200 |
30,479 |
+9,279 |
+43.77% |
| Creative Planning |
76,582 |
104,639 |
+28,057 |
+36.64% |
| BNP Paribas Arbitrage SA |
13,521 |
16,320 |
+2,799 |
+20.70% |
| Parallel Advisors LLC |
10,430 |
12,492 |
+2,062 |
+19.77% |
| WealthCollab LLC |
1,144 |
1,339 |
+195 |
+17.05% |
| UMB Bank N A MO |
466 |
544 |
+78 |
+16.74% |
| West Family Investments Inc. |
10,408 |
11,929 |
+1,521 |
+14.61% |
| Sivia Capital Partners LLC |
8,719 |
9,939 |
+1,220 |
+13.99% |
| CWM LLC |
3,507 |
3,889 |
+382 |
+10.89% |
| UBS Group AG |
2,107 |
2,325 |
+218 |
+10.35% |
| JustInvest LLC |
58,233 |
64,206 |
+5,973 |
+10.26% |
| BSW Wealth Partners |
8,444 |
9,180 |
+736 |
+8.72% |
| Lindbrook Capital LLC |
5,535 |
5,889 |
+354 |
+6.40% |
| BlackRock Inc. |
1,604,630 |
1,702,153 |
+97,523 |
+6.08% |
| Global Retirement Partners LLC |
191 |
202 |
+11 |
+5.76% |
| Signaturefd LLC |
41,925 |
44,152 |
+2,227 |
+5.31% |
| O Shaughnessy Asset Management LLC |
79,969 |
84,148 |
+4,179 |
+5.23% |
| JFS Wealth Advisors LLC |
322 |
338 |
+16 |
+4.97% |
| Ritholtz Wealth Management |
35,734 |
37,471 |
+1,737 |
+4.86% |
| Dimensional Fund Advisors LP |
16,063 |
16,656 |
+593 |
+3.69% |
| Sequoia Financial Advisors LLC |
23,260 |
24,117 |
+857 |
+3.68% |
| PDS Planning Inc |
11,574 |
11,977 |
+403 |
+3.48% |
| Allworth Financial LP |
690 |
704 |
+14 |
+2.03% |
| Ethic Inc. |
105,803 |
107,638 |
+1,835 |
+1.73% |
| Greenleaf Trust |
6,902 |
6,996 |
+94 |
+1.36% |
| Natixis Advisors L.P. |
14,181 |
14,362 |
+181 |
+1.28% |
| CAPROCK Group Inc. |
15,241 |
15,414 |
+173 |
+1.14% |
| Miracle Mile Advisors LLC |
10,232 |
10,268 |
+36 |
+0.35% |
| Pinnacle Wealth Planning Services Inc. |
14,587 |
14,603 |
+16 |
+0.11% |
| 13F Filers Reporting New Positions In WF |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Meritage Portfolio Management |
0 |
94,815 |
+94,815 |
+100% |
| Renaissance Technologies LLC |
0 |
30,300 |
+30,300 |
+100% |
| Private Trust Co. NA |
0 |
26 |
+26 |
+100% |
| LPL Financial LLC |
0 |
7,056 |
+7,056 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
3,501 |
+3,501 |
+100% |
| Rise Advisors LLC |
0 |
741 |
+741 |
+100% |
| DGS Capital Management LLC |
0 |
14,852 |
+14,852 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Principal Securities Inc. |
18 |
18 |
UNCH |
0.00% |
| Sei Investments Co. |
64,612 |
64,612 |
UNCH |
0.00% |
| Victory Capital Management Inc. |
40,051 |
40,051 |
UNCH |
0.00% |
| Russell Investments Group Ltd. |
3,544 |
3,544 |
UNCH |
0.00% |
| EverSource Wealth Advisors LLC |
8,197 |
8,197 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
219 |
219 |
UNCH |
0.00% |
| 13F Filers Decreasing WF Share Count |
|---|
| Advisor Group Holdings Inc. |
458 |
16 |
-442 |
-96.51% |
| Ronald Blue Trust Inc. |
3,751 |
1,738 |
-2,013 |
-53.67% |
| Crossmark Global Holdings Inc. |
11,619 |
7,058 |
-4,561 |
-39.25% |
| CWA Asset Management Group LLC |
156,679 |
97,535 |
-59,144 |
-37.75% |
| Veriti Management LLC |
41,642 |
28,254 |
-13,388 |
-32.15% |
| Wells Fargo & Company MN |
323 |
242 |
-81 |
-25.08% |
| JJJ Advisors Inc. |
1,077 |
841 |
-236 |
-21.91% |
| Geode Capital Management LLC |
11,190 |
8,739 |
-2,451 |
-21.90% |
| Assetmark Inc. |
68 |
59 |
-9 |
-13.24% |
| Schechter Investment Advisors LLC |
13,504 |
12,627 |
-877 |
-6.49% |
| QRG Capital Management Inc. |
12,858 |
12,029 |
-829 |
-6.45% |
| CI Private Wealth LLC |
23,491 |
22,157 |
-1,334 |
-5.68% |
| Pathstone Holdings LLC |
19,482 |
18,432 |
-1,050 |
-5.39% |
| Henry James International Management Inc. |
15,893 |
15,612 |
-281 |
-1.77% |
| Rhumbline Advisers |
56,831 |
56,205 |
-626 |
-1.10% |
| US Bancorp DE |
29,385 |
29,138 |
-247 |
-0.84% |
| FMR LLC |
33,919 |
33,710 |
-209 |
-0.62% |
| Ativo Capital Management LLC |
34,585 |
34,478 |
-107 |
-0.31% |
| The PNC Financial Services Group Inc. |
17,336 |
17,296 |
-40 |
-0.23% |
| 13F Filers Exiting WF |
|---|
| Spire Wealth Management |
80 |
0 |
-80 |
-100.00% |
| Glassman Wealth Services |
1,104 |
0 |
-1,104 |
-100.00% |
| Advisory Services Network LLC |
59 |
0 |
-59 |
-100.00% |
| Gradient Investments LLC |
84 |
0 |
-84 |
-100.00% |
| Envestnet Asset Management Inc. |
8,302 |
0 |
-8,302 |
-100.00% |
See Summary: Institutional Holders of WF
See Details: Top 10 Hedge Funds Holding WF
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