Position in WFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,784,841
+$3,111,768 QoQ
Shares Held
159,327
+35.6% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 167 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $361,402,047 across 4 Lumber & Wood Production names. WFG ranks #4 (3.0% of the industry book) .
All Filings in WFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,784,841 | 159,327 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,673,073 | 117,523 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,482,740 | 155,175 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $16,650,203 | 244,928 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $18,836,411 | 256,977 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $20,352,857 | 264,529 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $21,552,418 | 249,017 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $22,315,782 | 229,209 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $17,249,317 | 224,396 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $13,740,206 | 158,975 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $11,130,789 | 130,063 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $18,453,157 | 254,386 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $16,323,816 | 189,856 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $30,580,978 | 429,267 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $25,728,585 | 355,908 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $51,115,884 | 705,144 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,162,976 | 367,040 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $46,029,816 | 558,411 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $30,464,942 | 319,473 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,619,157 | 482,241 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,959,692 | 222,652 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $35,756,836 | 496,347 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||