Position in WFG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$10,102,648
+$3,079,032 QoQ
Shares Held
154,735
+34.6% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $52,992,938 across 4 Lumber & Wood Production names. WFG ranks #3 (19.1% of the industry book) .
All Filings in WFG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,102,648 | 154,735 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,023,616 | 114,934 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,836,451 | 56,435 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,328,227 | 31,763 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,143,163 | 27,855 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,128,177 | 24,589 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,202,283 | 22,620 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,862,867 | 24,234 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $216,870 | 3,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $231,243 | 3,190 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $240,088 | 3,129 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $272,101 | 3,301 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $359,984 | 3,775 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $225,231 | 2,674 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $375,459 | 5,238 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $369,205 | 5,125 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||