Question 1

Which hedge funds and institutional investors hold WFG?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for WFG shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for WFG whale holdings?

Accepted Answer

Conviction level reflects how significant WFG is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to WFG, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for WFG?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about WFG?

Accepted Answer

QoQ changes for WFG show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Two Sigma	319.6K	$20.9M	0.0%	$123.9B
American Century	216.0K	$14.1M	0.0%	$194.3B
Invesco	211.0K	$13.8M	0.0%	$653.3B
Smead	114.8K	$7.5M	0.2%	$4.6B
Impala	44.8K	$2.9M	1.4%	$214.6M
Citadel	33.6K	$2.2M	0.0%	$618.5B
DFA	30.0K	$2.0M	0.0%	$481.4B
Millennium	23.9K	$1.6M	0.0%	$240.3B
Renaissance Tech	17.8K	$1.2M	0.0%	$63.9B
BlackRock	15.3K	$999K	—	$5723.5B
Brandes	14.3K	$935K	0.0%	$14.1B
Neuberger Berman (Eisman)	12.1K	$775K	0.0%	$131.4B
Fidelity (FMR)	10.1K	$661K	—	$1898.4B
Geode Capital	7.5K	$489K	—	$1607.5B
AQR Capital	6.8K	$441K	0.0%	$218.4B

WFG

Who Holds WFG

Changes This Quarter