ENVESTNET ASSET MANAGEMENT INC
Holdings in WFRD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,466,655 | 146,520 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $10,100,131 | 147,598 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $8,584,697 | 170,636 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $9,230,627 | 172,374 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $13,716,142 | 191,486 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $16,616,126 | 195,668 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $13,502,316 | 110,268 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $5,181,088 | 44,889 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $4,021,889 | 41,111 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $3,944,169 | 43,664 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $236,322 | 3,558 | Shares | Sole | 2023-08-04 |