Who owns WFG? 13F holders and whale ownership
WFG is tracked across public portfolios in Whale Analyzer. This page answers who owns WFG, which top funds are buying WFG, aggregate disclosed value, and recent position changes based on public data. Robert Robotti is the largest reported holder at $19M; the top five funds control 100.0% of reported ownership; institutions were net selling last quarter (0 increased, 1 reduced); the stock trades above the aggregate whale cost basis of $51.75. Top tracked holders include Robert Robotti and Turtle Creek Asset Management.
Continue to the live WFG dashboardTop holders
| Investor | Reported value | Shares | Change |
|---|---|---|---|
| Robert Robotti 13F portfolio Robotti & Co holdings | $19.3M | 295.9K | Reduced |
| Turtle Creek Asset Management 13F portfolio Turtle Creek Asset Management holdings | $897.7K | 13.8K | Held |
Ownership concentration
Reported ownership of WFG is highly concentrated across tracked institutions.
- Single largest holder: 95.6% of reported ownership
- Top 5 holders: 100.0%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 2 tracked institutions, 1 reduced, 1 held. Net positioning is net selling.
- Robert Robotti — Robotti & Co ($19.3M) (▼ 0.2% qoq shares) · avg cost $51.14
- Turtle Creek Asset Management — Turtle Creek Asset Management ($897.7K) (▼ 11.0% qoq shares) · avg cost $64.81
Whale cost basis vs current price
The aggregate tracked cost basis is $51.75 versus a current price of $69.48, so WFG trades above its cost basis (+34.3%). Average unrealized P&L across tracked holders: 7%.
Sector positioning — Other
WFG sits within the Other sector alongside 670 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live WFG dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on WFG with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns WFG stock?
Whale Analyzer tracks 2 public institutional holders of WFG with a combined reported value of $20.2M. See the holder table above for the largest tracked positions.
Which top funds are buying WFG?
Tracked institutions were net selling last quarter — 1 reduced, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is WFG ownership?
The top five tracked holders report 100.0% of aggregate ownership.
Is WFG above or below the whale cost basis?
The aggregate tracked cost basis is $51.75 versus a current price of $69.48 (+34.3%).
What does 13F ownership mean for WFG?
Use the interactive WFG dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.