Ativo Capital Management LLC
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,619,488 | 27,547 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $1,654,572 | 29,467 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $1,595,139 | 32,076 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $1,104,610 | 33,092 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $1,043,375 | 33,388 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $1,217,928 | 34,087 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,098,587 | 34,288 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,118,121 | 34,478 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $1,045,158 | 34,585 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $956,546 | 34,885 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $950,930 | 35,285 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $982,851 | 37,385 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,042,643 | 37,873 | Shares | Sole | 2023-02-14 |