Position in WFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,877,001
-$21,608,383 QoQ
Shares Held
1,091,402
-25.4% QoQ
Ownership
1.39%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#9
of 166 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026MANNING & NAPIER ADVISORS LLC holds $73,882,074 across 3 Lumber & Wood Production names. WFG ranks #1 (100.0% of the industry book) .
All Filings in WFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,877,001 | 1,091,402 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $95,485,384 | 1,462,481 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $92,427,469 | 1,512,477 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $113,652,090 | 1,671,846 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $63,948,679 | 872,424 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $67,385,206 | 875,815 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $73,830,438 | 853,038 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $72,396,019 | 743,591 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $42,886,234 | 557,906 | Shares | Sole | 2024-07-11 | |
| No filing history on record for this holder in this stock. | ||||||