Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
4 tracked 13F filers disclose a position in WFMIX as of the latest SEC 13F filings, a combined $45K in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | 626 | $32K | ▲Added Added · +626 sh | Q2 2026 | |
| 2 | Oakworth Capital, Inc. | 137 | $6K | —Held | Q1 2026 | |
| 3 | McIlrath & Eck, LLC | 94 | $4K | ▲New +94 sh | Q1 2026 | |
| 4 | Financial Gravity Companies, Inc. | 31 | $2K | ▲New +31 sh | Q2 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.
Last quarter, 2 funds opened a new position in WFMIX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Russell 1000 Value EIWD | 3 funds | $184.8M |
| Vanguard Total Bond MarketBND | 3 funds | $163.2M |
| Ishares Russell 1000 GrowthIWF | 3 funds | $155.0M |
| Vanguard Ftse Developed ETFVEA | 3 funds | $150.0M |
| Ishares Russell Mid-Cap ETFIWR | 3 funds | $118.3M |
| Vanguard S/T Corp Bond ETFVCSH | 3 funds | $100.2M |
| Vanguard Growth ETFVUG | 3 funds | $74.0M |
| Microsoft CorpMSFT | 3 funds | $70.4M |
| Apple IncAAPL | 3 funds | $62.3M |
| Alphabet Inc-CL CGOOG | 3 funds | $61.3M |
| JPMorgan Chase & CoJPM | 3 funds | $61.2M |
| Vanguard Value ETFVTV | 3 funds | $60.8M |
Ranked by how many of WFMIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WFMIX.
| Class | 13F holders | Value held |
|---|---|---|
| WFMIXthis pageOPEN END TAXABLE NO LOAD FUND | 4 funds | $45K |
| 949915441Mutual Funds | 1 funds | $439K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for WFMIX
This ETF 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/WFMIX/capital-change-brief"
Use Arkolith's capital_change_brief for WFMIX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for WFMIX. Filings are public domain, sourced to SEC EDGAR.