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There is a long list of 54 institutional holders of WFHY within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of WFHY by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-WFHY table below,
the initial column indicates the name of each top institutional holder of WFHY, with a link to that fund's top holdings. The next columns
indicate the amount of WFHY stock held by each of the institutional holders of WFHY, followed by the WFHY position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
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 | 4,500 | $204 | 12/31/2023 | WFHY | 4,500 | $204 | 12/31/2023 | 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 |
See All: Funds Holding WFHY
See Details: Top 10 Hedge Funds Holding WFHY
Also See: WFHY Holdings Changes
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