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Institutional Holders of WFHY

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.

HolderAmountPosition Size
($ in 1000's)
 As of
CWM LLC1,735,785$78,648 03/31/2024
     WFHY1,735,785$78,648 03/31/2024
Bank of America Corp DE720,127$32,708 12/31/2023
     WFHY720,127$32,708 12/31/2023
Advisor Group Holdings Inc.225,103$10,229 12/31/2023
     WFHY225,103$10,229 12/31/2023
Leo Wealth LLC141,496$6,411 12/31/2023
     WFHY141,496$6,411 12/31/2023
Invenio Wealth Partners LLC128,942$5,857 12/31/2023
     WFHY128,942$5,857 12/31/2023
Collaborative Wealth Managment Inc.125,496$5,700 12/31/2023
     WFHY125,496$5,700 12/31/2023
LPL Financial LLC122,296$5,555 12/31/2023
     WFHY122,296$5,555 12/31/2023
Cetera Advisor Networks LLC118,717$5,392 12/31/2023
     WFHY118,717$5,392 12/31/2023
Morgan Stanley117,799$5,350 12/31/2023
     WFHY117,799$5,350 12/31/2023
Envestnet Asset Management Inc.104,345$4,739 12/31/2023
     WFHY104,345$4,739 12/31/2023
Private Advisor Group LLC89,579$4,069 12/31/2023
     WFHY89,579$4,069 12/31/2023
Trilogy Capital Inc.68,432$3,101 03/31/2024
     WFHY68,432$3,101 03/31/2024
AE Wealth Management LLC64,523$2,919 12/31/2023
     WFHY64,523$2,919 12/31/2023
JPMorgan Chase & Co.53,126$2,413 12/31/2023
     WFHY53,126$2,413 12/31/2023
Atria Investments LLC46,991$2,134 12/31/2023
     WFHY46,991$2,134 12/31/2023
Kestra Advisory Services LLC43,444$1,973 12/31/2023
     WFHY43,444$1,973 12/31/2023
Jane Street Group LLC43,203$1,962 12/31/2023
     WFHY43,203$1,962 12/31/2023
Smartleaf Asset Management LLC42,556$1,938 12/31/2023
     WFHY42,556$1,938 12/31/2023
MML Investors Services LLC36,585$1,662 12/31/2023
     WFHY36,585$1,662 12/31/2023
Raymond James & Associates24,132$1,093 03/31/2024
     WFHY24,132$1,093 03/31/2024
Millington Financial Advisors LLC22,150$1,006 12/31/2023
     WFHY22,150$1,006 12/31/2023
My Legacy Advisors LLC19,712$895 12/31/2023
     WFHY19,712$895 12/31/2023
KLR Investment Advisors LLC19,724$879 03/31/2024
     WFHY19,724$879 03/31/2024
Melone Private Wealth LLC14,828$674 12/31/2023
     WFHY14,828$674 12/31/2023
NBC Securities Inc.12,987$588 03/31/2024
     WFHY12,987$588 03/31/2024
RFG Advisory LLC11,189$507 03/31/2024
     WFHY11,189$507 03/31/2024
Oxinas Partners Wealth Management LLC10,409$472 03/31/2024
     WFHY10,409$472 03/31/2024
Geneos Wealth Management Inc.9,825$446 12/31/2023
     WFHY9,825$446 12/31/2023
Susquehanna International Group LLP9,092$413 12/31/2023
     WFHY9,092$413 12/31/2023
Raymond James Financial Services Advisors Inc.8,239$373 03/31/2024
     WFHY8,239$373 03/31/2024
NewSquare Capital LLC7,910$359 12/31/2023
     WFHY7,910$359 12/31/2023
Team Financial Group LLC7,524$342 12/31/2023
     WFHY7,524$342 12/31/2023
Lion Street Advisors LLC7,490$340 03/31/2024
     WFHY7,490$340 03/31/2024
Claro Advisors LLC7,372$334 03/31/2024
     WFHY7,372$334 03/31/2024
Mach 1 Financial Group Inc.5,761$262 12/31/2023
     WFHY5,761$262 12/31/2023
Acorn Wealth Advisors LLC4,500$204 12/31/2023
     WFHY4,500$204 12/31/2023
IFP Advisors Inc3,658$166 12/31/2023
     WFHY3,658$166 12/31/2023
Royal Bank of Canada3,147$143 12/31/2023
     WFHY3,147$143 12/31/2023
Financial Gravity Asset Management Inc.2,071$94 12/31/2023
     WFHY2,071$94 12/31/2023
Harbour Investments Inc.1,775$81 12/31/2023
     WFHY1,775$81 12/31/2023
Creative Financial Designs Inc. ADV1,468$67 12/31/2023
     WFHY1,468$67 12/31/2023
Farther Finance Advisors LLC921$42 12/31/2023
     WFHY921$42 12/31/2023
Cherry Tree Wealth Management LLC624$28 12/31/2023
     WFHY624$28 12/31/2023
Northwestern Mutual Wealth Management Co.462$21 12/31/2023
     WFHY462$21 12/31/2023
ICA Group Wealth Management LLC425$19 12/31/2023
     WFHY425$19 12/31/2023
Concord Wealth Partners382$17 12/31/2023
     WFHY382$17 12/31/2023
Frazier Financial Advisors LLC305$14 12/31/2023
     WFHY305$14 12/31/2023
Spire Wealth Management109$5 03/31/2024
     WFHY109$5 03/31/2024
Tucker Asset Management LLC107$5 12/31/2023
     WFHY107$5 12/31/2023
Key Financial Inc84$4 12/31/2023
     WFHY84$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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