Institutional shares held 3.79 Million
0 calls
0 puts
Total value of holdings $174M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in WFHY

Top Purchases

Q3 2025
Cwm, LLC Shares Held: 1.64M ($75.4M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 19K ($871K)
Q3 2025
Goldstone Financial Group, LLC Shares Held: 91.1K ($4.18M)
Q3 2025
Defined Financial Planning LLC Shares Held: 35.3K ($1.62M)
Q3 2025
Miracle Mile Advisors, LLC Shares Held: 8.33K ($382K)

Top Sells

Q3 2025
Farther Finance Advisors, LLC Shares Held: 3.27K ($150K)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 6.36K ($292K)
Q3 2025
Team Financial Group, LLC Shares Held: 10.8K ($494K)
Q3 2025
Evolution Wealth Management Inc. Shares Held: 2.83K ($130K)
Q3 2025
5 T Wealth, LLC Shares Held: 8.05K ($369K)

About WFHY

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