Among active 13F managers last quarter, 4 opened and 32 added, while 23 reduced; the largest holder to move was Price T Rowe Associates Inc (+12%). Over the last 180 days, 3 insiders sold and none bought, a net -$2.2M in open-market trades.
The legs disagree, or only one of them leans.
380 tracked 13F filers disclose a position in WFRD as of the latest SEC 13F filings, a combined $5.7B 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 | BlackRock, Inc. | 7.9M | $645.8M | ▼−0.7% Reduced · −53K sh | Q2 2026 | |
| 2 | Price T Rowe Associates Inc | 4.5M | $364.5M | ▲+12% Added · +489K sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 4.2M | $338.9M | ▲+3.9% Added · +155K sh | Q2 2026 | |
| 4 | FMR LLC | 3.6M | $292.5M | ▲+0.6% Added · +21K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 3.2M | $264.8M | ▲+0.7% Added · +22K sh | Q2 2026 | |
| 6 | State Street Corp | 2.4M | $197.2M | ▼−1.9% Reduced · −46K sh | Q2 2026 | |
| 7 | Goldman Sachs Group Inc | 2.3M | $219.9M | ▲+87% Added · +1.1M sh | Q1 2026 | |
| 8 | Fuller & Thaler Asset Management, Inc. | 2.1M | $174.9M | ▼−1.0% Reduced · −22K sh | Q2 2026 | |
| 9 | American Century Companies Inc | 2.0M | $186.7M | ▲+19% Added · +310K sh | Q1 2026 | |
| 10 | First Trust Advisors LP | 1.8M | $166.5M | ▲+12% Added · +195K sh | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 1.7M | $135.5M | ▲+0.9% Added · +14K sh | Q2 2026 | |
| 12 | Van Eck Associates Corp | 1.5M | $125.3M | ▲+14% Added · +183K sh | Q2 2026 | |
| 13 | Citadel Advisors LLC | 1.4M | $117.6M | ▲+201% Added · +963K sh | Q2 2026 | |
| 14 | Dimensional Fund Advisors LP | 1.4M | $134.0M | ▼−8.0% Reduced · −123K sh | Q1 2026 | |
| 15 | William Blair Investment Management, LLC | 1.3M | $102.8M | ▲+117% Added · +681K sh | Q2 2026 | |
| 16 | Federated Hermes, Inc. | 1.1M | $103.7M | ▲+3.9% Added · +42K sh | Q1 2026 | |
| 17 | Millennium Management LLC | 1.0M | $95.8M | ▲+15% Added · +129K sh | Q1 2026 | |
| 18 | Alyeska Investment Group, L.P. | 927K | $75.5M | ▲+102% Added · +468K sh | Q2 2026 | |
| 19 | Victory Capital Management Inc | 887K | $83.9M | ▼−23% Reduced · −272K sh | Q1 2026 | |
| 20 | T. Rowe Price Investment Management, Inc. | 879K | Withheld | ▼−30% Reduced · −377K sh | Q2 2026 | |
| 21 | Charles Schwab Investment Management Inc | 824K | $77.9M | ▲+4.7% Added · +37K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | 795K | $75.2M | ▲+16% Added · +107K sh | Q1 2026 | |
| 23 | Gotham Asset Management, LLC | 790K | $64.4M | ▼−1.9% Reduced · −15K sh | Q2 2026 | |
| 24 | Norges Bank | 785K | $61.4M | ▼−5.0% Reduced · −41K sh | Q4 2025 | |
| 25 | Merewether Investment Management, LP | 699K | $57.0M | ▲New +699K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in WFRD and 32 added to an existing one, while 23 reduced. 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 |
|---|---|---|
| Amazon.com IncAMZN | 218 funds | $185.5B |
| Microsoft CorpMSFT | 214 funds | $239.3B |
| Nvidia CorpNVDA | 213 funds | $388.7B |
| Alphabet Inc-CL AGOOGL | 209 funds | $168.0B |
| Eli Lilly & CoLLY | 209 funds | $74.4B |
| Meta Platforms Inc-Class AMETA | 208 funds | $108.1B |
| Broadcom IncAVGO | 205 funds | $152.2B |
| JPMorgan Chase & CoJPM | 204 funds | $63.2B |
| Apple IncAAPL | 202 funds | $268.6B |
| Alphabet Inc-CL CGOOG | 202 funds | $115.4B |
| Micron Technology IncMU | 202 funds | $56.4B |
| Mastercard Inc - AMA | 202 funds | $51.1B |
Ranked by how many of WFRD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WFRD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Mutschler Jacqueline C | Director | Sell (S) | 4K | $370K |
| Jul 23, 2026 | Duster Benjamin | Director | Sell (S) | 6K | $517K |
| Jul 23, 2026 | Goldman Neal P | Director | Sell (S) 2 lots, same day | 16K | $1.4M |
| Feb 9, 2026 | Mills Desmond J | SVP & Chief Accounting Officer | Sell (S) | 5K | $521K |
| Feb 9, 2026 | Sledge Charles M | Director | Sell (S) | 2K | $231K |
| Feb 6, 2026 | Saligram Girish | President and CEO, Director | Sell (S) 2 lots, same day | 100K | $10.5M |
| Feb 6, 2026 | Mills Desmond J | SVP & Chief Accounting Officer | Sell (S) | 5K | $541K |
| Feb 6, 2026 | Weatherholt Scott C | EVP, GC & CCO | Sell (S) 2 lots, same day | 38K | $4.0M |
| Dec 5, 2025 | Ruzicka Kristin | EVP Chief HR & Sustainability | Sell (S) | 2K | $164K |
| Apr 24, 2025 | Goldman Neal P | Director | Buy (P) 2 lots, same day | 12K | $505K |
| Feb 7, 2025 | Mills Desmond J | SVP & Chief Accounting Officer | Sell (S) 2 lots, same day | 19K | $1.3M |
| Feb 7, 2025 | Mitra Arunava | EVP and CFO | Sell (S) 2 lots, same day | 10K | $676K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 60 | 33 | – |
Insiders Form 4 open-market | 0 | 3 | -$2.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for WFRD
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/WFRD/capital-change-brief"
Use Arkolith's capital_change_brief for WFRD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WFRD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.