NYSE · as of Oct 13, 16:00 ET · 20m delayAfter hours 64.13+0.05%
Open
64.45
Prev close
63.91
Day range
63.1664.79
52-week range
57.3476.99
Volume
141.99K0.64×
Mkt cap
5.02B
P/E ttm
—
Fwd P/E
30.35
EPS ttm
-15.36
Div yield
2.00%
Earnings
Oct 28, 2026
From 52w high
−16.70%
WFG shareholders
HDS
WFG Ownership
13F / N-PORT filings via Yahoo
Institutions
58.9%
87.1% of the float
Insiders
32.3%
officers and directors
Institutional holders
283
filing positions
Top 10 institutions
34.8%
5 adding · 4 trimming
INST
Top Institutions
Institutions
Holder
% held
Shares
Value
Change
As of
FIL LTD
11.48%
8.73M
$559.81M
−0.1%
Jun 30, 2026
Price (T.Rowe) Associates Inc
4.94%
3.76M
$240.97M
+1.7%
Jun 30, 2026
Royal Bank of Canada
4.59%
3.49M
$223.94M
+1.2%
Jun 30, 2026
Mackenzie Financial Corporation
2.47%
1.88M
$120.48M
+5.1%
Jun 30, 2026
1832 Asset Management L.P.
2.36%
1.80M
$115.15M
+2.2%
Jun 30, 2026
Donald Smith & Co., Inc.
2.14%
1.63M
$104.53M
−4.3%
Jun 30, 2026
Vanguard Capital Management LLC
1.97%
1.50M
$96.06M
−1.4%
Jun 30, 2026
Letko, Brosseau & Associates Inc.
1.87%
1.42M
$90.93M
+0.1%
Jun 30, 2026
Manning & Napier Advisors LLC
1.68%
1.28M
$81.84M
−25.1%
Jun 30, 2026
Goldman Sachs Group Inc
1.34%
1.02M
$65.12M
+26.9%
Jun 30, 2026
FUND
Top Funds
Funds
Holder
% held
Shares
Value
Change
As of
T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
1.72%
1.31M
$83.75M
−2.5%
Jun 30, 2026
VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
0.99%
755.05K
$48.42M
−1.5%
Jul 31, 2026
TR PRICE-Price (T.Rowe) Real Assets Trust I
0.73%
552.81K
$35.45M
+12.3%
Jun 30, 2026
SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources
0.69%
526.97K
$33.79M
−0.1%
Jul 31, 2026
VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
0.66%
500.60K
$32.10M
−2.1%
Jun 30, 2026
Bridge Builder Trust-Bridge Builder Large Cap Value Fund
0.52%
392.82K
$25.19M
0.0%
Jun 30, 2026
VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
0.52%
394.59K
$25.31M
0.0%
Jul 31, 2026
TR PRICE-Price (T.Rowe) Equity Income Trust
0.39%
292.95K
$18.79M
0.0%
Jun 30, 2026
T. Rowe Price Real Assets Fund, Inc.
0.38%
290.80K
$18.65M
+11.3%
Jun 30, 2026
T. Rowe Price Small-Cap Value Fund, Inc.
0.38%
285.69K
$18.32M
−0.5%
Jun 30, 2026
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).