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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — WFG
Institutional Holdings
Insider Transactions
US Institutional Ownership
45.3%
Institution
Shares
Value
Ownership %
Change
Filing Date
FIL Ltd
8.73M
$590.0M
11.05%
-5.0K
2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/
3.76M
$254.0M
4.76%
+62.9K
2026-06-30
MACKENZIE FINANCIAL CORP
1.88M
$180.0M
2.38%
+90.7K
2026-06-30
1832 Asset Management L.P.
1.80M
$121.0M
2.27%
+38.1K
2026-06-30
DONALD SMITH & CO., INC.
1.63M
$110.0M
2.06%
-72.8K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
1.50M
$101.0M
1.90%
-20.7K
2026-06-30
LETKO, BROSSEAU & ASSOCIATES INC
1.42M
$95.0M
1.80%
+755
2026-06-30
MANNING & NAPIER ADVISORS LLC
1.09M
$73.0M
1.38%
-371.1K
2026-06-30
GOLDMAN SACHS GROUP INC
1.02M
$68.0M
1.29%
+214.9K
2026-06-30
BANK OF MONTREAL /CAN/
831.9K
$56.0M
1.05%
-14.7K
2026-06-30
Pictet Asset Management Holding SA
802.2K
$54.0M
1.02%
-65.7K
2026-06-30
Atlas FRM LLC
740.0K
$50.0M
0.94%
+684.0K
2026-06-30
VAN ECK ASSOCIATES CORP
736.9K
$49.0M
0.93%
+465.7K
2026-06-30
NORGES BANK
675.8K
$45.0M
0.86%
+27.5K
2026-06-30
T. Rowe Price Investment Management, Inc.
601.5K
$40.0M
0.76%
-124.2K
2026-06-30
FMR LLC
531.9K
$36.0M
0.67%
-577.4K
2026-06-30
VANGUARD FIDUCIARY TRUST CO
455.3K
$30.0M
0.58%
-9.8K
2026-06-30
Sixth Street Partners Management Company, L.P.
418.5K
$28.0M
0.53%
--
2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
418.5K
$28.0M
0.53%
+23.9K
2026-06-30
SailingStone Capital Partners LLC
412.2K
$39.0M
0.52%
+151.0K
2026-06-30
QV Investors Inc.
356.0K
$24.0M
0.45%
+119.9K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
344.5K
$23.0M
0.44%
-533
2026-06-30
WELLINGTON MANAGEMENT GROUP LLP
316.6K
$21.0M
0.40%
+304.6K
2026-06-30
TWO SIGMA INVESTMENTS, LP
284.8K
$19.0M
0.36%
--
2026-06-30
AMERICAN CENTURY COMPANIES INC
260.8K
$17.0M
0.33%
+44.8K
2026-06-30
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