Position in WFRD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$837,330
-$126,438 QoQ
Shares Held
10,274
+0.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 424 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 5%
Shared 1%
None 94%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Cerity Partners LLC holds $134,504,439 across 21 Oil & Gas Equipment & Services names. WFRD ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
583,229 | $38,668,081 | |
| 2 | TDW |
Tidewater Inc
|
535,392 | $35,673,168 | |
| 3 | HAL |
Halliburton Co
|
458,336 | $15,560,506 | |
| 4 | BKR |
Baker Hughes Co
|
260,590 | $14,462,744 | |
| 5 | SLB |
Slb Limited/Nv
|
280,149 | $13,024,125 | |
| 6 | NOV |
NOV Inc.
|
243,064 | $4,508,836 | |
| 7 | AROC |
Archrock, Inc.
|
50,604 | $2,060,088 | |
| 8 | LBRT |
Liberty Energy Inc.
|
75,497 | $1,977,265 |
All Filings in WFRD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,330 | 10,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $963,768 | 10,190 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $989,909 | 12,649 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $528,690 | 7,726 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $317,204 | 6,305 | Shares | Other | 2025-08-13 | |
| 2024-09-30 | $572,955 | 6,747 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,415,522 | 11,560 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,056,439 | 9,153 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||