Ticker: WF CUSIP: 981064108 Class: ADR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Tuttle Capital Management, LLC | 5,570 | $327 |
| Laird Norton Wetherby Trust Company, LLC | 93,903 | $5,521 |
| Voleon Capital Management LP | 30,997 | $1,822 |
| Greenspring Advisors, LLC | 6,202 | $365 |
| Vestmark Advisory Solutions, Inc. | 27,308 | $1,605 |
| Brooklyn Investment Group | 5,629 | $332 |
| SYON CAPITAL LLC | 5,172 | $304 |
| MILLENNIUM MANAGEMENT LLC | 67,254 | $3,954 |
| Crestwood Advisors Group LLC | 3,564 | $210 |
| JANE STREET GROUP, LLC | 23,921 | $1,406 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,998 | $235 |
| GLENMEDE TRUST CO NA | 4,517 | $266 |
| CITADEL ADVISORS LLC | 9,980 | $587 |
| BANK OF MONTREAL /CAN/ | 8,264 | $486 |
| Summit Global Investments | 4,596 | $0 |
| MARSHALL WACE, LLP | 5,356 | $315 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,470 | $204 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1,225 | $72 |
| Kestra Advisory Services, LLC | 735 | $43 |
| NISA INVESTMENT ADVISORS, LLC | 350 | $21 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 6,642 | 36,945 | +30,303 (+456.2%) |
| B. Metzler seel. Sohn & Co. AG | 44,907 | 89,881 | +44,974 (+100.1%) |
| Frank, Rimerman Advisors LLC | 10,926 | 15,973 | +5,047 (+46.2%) |
| Ethic Inc. | 114,310 | 124,767 | +10,457 (+9.1%) |
| DGS Capital Management, LLC | 26,282 | 27,301 | +1,019 (+3.9%) |
| Vanguard Personalized Indexing Management, LLC | 108,481 | 118,596 | +10,115 (+9.3%) |
| Venturi Wealth Management, LLC | 4,551 | 7,901 | +3,350 (+73.6%) |
| Quantinno Capital Management LP | 105,232 | 134,865 | +29,633 (+28.2%) |
| ASSETMARK, INC | 35,898 | 67,850 | +31,952 (+89.0%) |
| BSW Wealth Partners | 9,962 | 11,234 | +1,272 (+12.8%) |
| Connor, Clark & Lunn Investment Management Ltd. | 485,518 | 501,862 | +16,344 (+3.4%) |
| Creative Planning | 298,934 | 334,235 | +35,301 (+11.8%) |
| QUADRANT CAPITAL GROUP LLC | 28,319 | 31,121 | +2,802 (+9.9%) |
| BlackRock, Inc. | 2,139,200 | 2,242,933 | +103,733 (+4.8%) |
| MORGAN STANLEY | 1,338,726 | 1,399,904 | +61,178 (+4.6%) |
| Caprock Group, LLC | 11,707 | 14,433 | +2,726 (+23.3%) |
| NORTHERN TRUST CORP | 30,437 | 43,619 | +13,182 (+43.3%) |
| TWO SIGMA INVESTMENTS, LP | 6,294 | 14,388 | +8,094 (+128.6%) |
| BNP PARIBAS ARBITRAGE, SA | 50,726 | 61,043 | +10,317 (+20.3%) |
| GUGGENHEIM CAPITAL LLC | 13,463 | 16,951 | +3,488 (+25.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MERITAGE PORTFOLIO MANAGEMENT | 94,212 | 6,651 | -87,561 (-92.9%) |
| Ativo Capital Management LLC | 29,467 | 27,547 | -1,920 (-6.5%) |
| Vident Advisory, LLC | 116,391 | 103,802 | -12,589 (-10.8%) |
| COLDSTREAM CAPITAL MANAGEMENT INC | 19,755 | 12,299 | -7,456 (-37.7%) |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 265,095 | 241,910 | -23,185 (-8.7%) |
| BANK OF AMERICA CORP /DE/ | 116,746 | 93,756 | -22,990 (-19.7%) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 91,629 | 86,522 | -5,107 (-5.6%) |
| UBS Group AG | 20,200 | 3,421 | -16,779 (-83.1%) |
| Invesco Ltd. | 46,749 | 30,227 | -16,522 (-35.3%) |
| SEI INVESTMENTS CO | 66,421 | 57,768 | -8,653 (-13.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 27,892 | 18,776 | -9,116 (-32.7%) |
| WELLS FARGO & COMPANY/MN | 5,432 | 687 | -4,745 (-87.4%) |
| FMR LLC | 35,858 | 31,885 | -3,973 (-11.1%) |
| Ronald Blue Trust, Inc. | 16,121 | 15,019 | -1,102 (-6.8%) |
| RHUMBLINE ADVISERS | 12,548 | 10,854 | -1,694 (-13.5%) |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 30,796 | 29,520 | -1,276 (-4.1%) |
| Sivia Capital Partners, LLC | 8,997 | 8,893 | -104 (-1.2%) |
| OSAIC HOLDINGS, INC. | 2,231 | 1,253 | -978 (-43.8%) |
| PROFUND ADVISORS LLC | 5,720 | 5,302 | -418 (-7.3%) |
| LAZARD ASSET MANAGEMENT LLC | 37,922 | 37,366 | -556 (-1.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BAROMETER CAPITAL MANAGEMENT INC. | 12,400 | $696 |
| SUMMIT WEALTH GROUP LLC / CO | 8,121 | $357 |
| Capital International Investors | 52,446 | $2,997 |
| RENAISSANCE TECHNOLOGIES LLC | 8,200 | $460 |
| RAYMOND JAMES FINANCIAL INC | 4,254 | $239 |
| Arlington Trust Co LLC | 219 | $12 |
| NATIXIS ADVISORS, L.P. | 34,513 | $2 |
| PRINCIPAL SECURITIES, INC. | 139 | $8 |
| Advisory Services Network, LLC | 78 | $4 |
| Wealthspire Advisors, LLC | 43 | $2 |
| Rise Advisors, LLC | 28 | $2 |