Institutional shares held 3.71 Million
0 calls
0 puts
Total value of holdings $170M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in WFHY

Top Purchases

Q2 2025
Vestmark Advisory Solutions, Inc. Shares Held: 55.1K ($2.53M)
Q2 2025
Bank Of America Corp Shares Held: 664K ($30.5M)
Q2 2025
Cetera Investment Advisers Shares Held: 189K ($8.68M)
Q2 2025
Raymond James Financial Inc Shares Held: 22.5K ($1.03M)
Q2 2025
Leo Wealth, LLC Shares Held: 7.16K ($329K)

Top Sells

Q2 2025
Jane Street Group, LLC Shares Held: 28.1K ($1.29M)
Q2 2025
Morgan Stanley Shares Held: 72.1K ($3.31M)
Q2 2025
Cwm, LLC Shares Held: 1.6M ($73.3M)
Q2 2025
Collaborative Wealth Managment Inc. Shares Held: 64.1K ($2.94M)
Q2 2025
New Edge Advisors, LLC Shares Held: 7.83K ($359K)

About WFHY

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