This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WFG/capital-change-brief"
Use Arkolith's capital_change_brief for WFG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FIL Ltd | $570.5M | 8.7M | ▼−0.1% Reduced · −10K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $241.2M | 3.7M | ▲+2.3% Added · +81K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $225.3M | 3.5M | ▲+10% Added · +321K sh | Q1 2026 | |
| 4 | DONALD SMITH & CO., INC. | $111.2M | 1.7M | ▲+14% Added · +213K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $99.2M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 6 | MANNING & NAPIER ADVISORS LLC | $95.5M | 1.5M | ▼−3.3% Reduced · −50K sh | Q1 2026 | |
| 7 | FMR LLC | $72.5M | 1.1M | ▼−14% Reduced · −178K sh | Q1 2026 | |
| 8 | Pictet Asset Management Holding SA | $56.5M | 868K | ▲+2.5% Added · +21K sh | Q1 2026 | |
| 9 | BANK OF MONTREAL /CAN/ | $55.3M | 847K | ▼−62% Reduced · −1.4M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $52.3M | 800K | ▲+118% Added · +433K sh | Q1 2026 | |
| 11 | T. Rowe Price Investment Management, Inc. | Withheld | 726K | ▲+37% Added · +195K sh | Q1 2026 | |
| 12 | NORGES BANK | $39.7M | 648K | ▼−16% Reduced · −127K sh | Q4 2025 | |
| 13 | VANGUARD FIDUCIARY TRUST CO | $30.4M | 465K | ▲New +465K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.7M | 395K | ▲+15% Added · +52K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $22.5M | 345K | ▼−1.5% Reduced · −5K sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $20.9M | 320K | ▲+24% Added · +62K sh | Q1 2026 | |
| 17 | VAN ECK ASSOCIATES CORP | Withheld | 271K | ▲+26% Added · +56K sh | Q1 2026 | |
| 18 | SailingStone Capital Partners LLC | $23.8M | 261K | ▲New +261K sh | Q1 2026 | |
| 19 | AMERICAN CENTURY COMPANIES INC | $14.1M | 216K | ▲+29% Added · +48K sh | Q1 2026 | |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $13.1M | 201K | ▼−12% Reduced · −27K sh | Q1 2026 | |
| 21 | Amundi | $12.5M | 192K | ▲+43% Added · +58K sh | Q1 2026 | |
| 22 | TD ASSET MANAGEMENT INC | $12.0M | 184K | ▲+5.8% Added · +10K sh | Q1 2026 | |
| 23 | Vanguard Global Advisers, LLC | $10.8M | 165K | ▲New +165K sh | Q1 2026 | |
| 24 | Allianz Asset Management GmbH | $10.7M | 164K | ▲+8.9% Added · +13K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 155K | ▲+35% Added · +40K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 56 funds | $9.9B |
| BANK OF AMERICA CORPBAC | 56 funds | $3.0B |
| MICROSOFT CORPMSFT | 55 funds | $27.2B |
| ALPHABET INC-CL AGOOGL | 55 funds | $17.1B |
| MICRON TECHNOLOGY INCMU | 55 funds | $5.8B |
| UNITEDHEALTH GROUP INCUNH | 55 funds | $2.9B |
| AMAZON.COM INCAMZN | 54 funds | $20.5B |
| BROADCOM INCAVGO | 54 funds | $13.4B |
| META PLATFORMS INC-CLASS AMETA | 54 funds | $11.5B |
| ELI LILLY & COLLY | 54 funds | $6.0B |
| NETFLIX INCNFLX | 54 funds | $3.4B |
| MORGAN STANLEYMS | 54 funds | $2.4B |
Ranked by how many of WFG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.