Position in WFRD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$400,572
+$168,095 QoQ
Shares Held
4,915
+100.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 425 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Atria Investments, Inc holds $16,206,228 across 13 Oil & Gas Equipment & Services names. WFRD ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
101,581 | $4,722,500 | |
| 2 | FTI |
TechnipFMC plc
|
54,404 | $3,606,985 | |
| 3 | HAL |
Halliburton Co
|
50,433 | $1,712,200 | |
| 4 | AROC |
Archrock, Inc.
|
34,330 | $1,397,574 | |
| 5 | NOV |
NOV Inc.
|
62,984 | $1,168,353 | |
| 6 | INVX |
Innovex International, Inc.
|
35,258 | $874,398 | |
| 7 | WTTR |
Select Water Solutions, Inc.
|
32,923 | $657,801 | |
| 8 | BKR |
Baker Hughes Co
|
9,212 | $511,266 |
All Filings in WFRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,572 | 4,915 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $232,477 | 2,458 | Shares | Sole | 2026-05-05 | |
| 2024-09-30 | $234,633 | 2,763 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $351,186 | 2,868 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||