Holdings in WFRD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$8,130,978 |
103,897 |
+7.3%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$6,625,459 |
96,821 |
+5.9%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$4,598,382 |
91,401 |
-29.7%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$6,965,675 |
130,078 |
+32.1%
|
Shares |
Defined |
2025-04-30 |
| 2024-12-31 |
$7,053,978 |
98,478 |
+47.3%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$5,677,409 |
66,856 |
+67.5%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$4,887,958 |
39,918 |
—
|
Shares |
Defined |
2024-08-14 |
