Position in WFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,907,970
+$533,946 QoQ
Shares Held
136,437
-0.4% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 1%
Shared 96%
None 3%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Mar 31, 2026Cerity Partners LLC holds $14,188,865 across 4 Lumber & Wood Production names. WFG ranks #1 (62.8% of the industry book) .
All Filings in WFG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,907,970 | 136,437 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,374,024 | 137,032 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,524,269 | 140,104 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $10,494,800 | 143,176 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,105,750 | 144,343 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $12,552,086 | 145,027 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,086,864 | 247,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,342,624 | 108,529 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,591,769 | 249,818 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,268,142 | 108,298 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $283,776 | 3,912 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,459,089 | 110,015 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,886,624 | 110,705 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $281,424 | 3,893 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $307,430 | 4,241 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $309,528 | 4,034 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $421,777 | 4,423 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||