Holdings in WF
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$660,446 |
11,234 |
+12.8%
|
Shares |
Sole |
2026-01-23 |
| 2025-09-30 |
$559,366 |
9,962 |
+12.6%
|
Shares |
Sole |
2025-10-15 |
| 2025-06-30 |
$439,812 |
8,844 |
+6.3%
|
Shares |
Sole |
2025-07-18 |
| 2025-03-31 |
$277,588 |
8,316 |
-3.1%
|
Shares |
Sole |
2025-04-24 |
| 2024-12-31 |
$268,062 |
8,578 |
-1.7%
|
Shares |
Sole |
2025-01-22 |
| 2024-09-30 |
$311,779 |
8,726 |
-5.0%
|
Shares |
Sole |
2024-10-29 |
| 2024-06-30 |
$294,191 |
9,182 |
+0.0%
|
Shares |
Sole |
2024-07-16 |
| 2024-03-31 |
$297,707 |
9,180 |
+8.7%
|
Shares |
Sole |
2024-04-23 |
| 2023-12-31 |
$255,177 |
8,444 |
-0.5%
|
Shares |
Sole |
2024-01-25 |
| 2023-06-30 |
$228,805 |
8,490 |
+1.2%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$220,651 |
8,393 |
-0.7%
|
Shares |
Sole |
2023-05-15 |
| 2022-12-31 |
$232,600 |
8,449 |
—
|
Shares |
Sole |
2023-02-14 |
