Position in WFRD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$244
-$418 QoQ
Shares Held
3
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#412
of 425 holders
Holding Since
Dec 2022
13 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, 2026NewEdge Advisors, LLC holds $27,824,907 across 26 Oil & Gas Equipment & Services names. WFRD ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTTR |
Select Water Solutions, Inc.
|
306,424 | $6,122,351 | |
| 2 | FTI |
TechnipFMC plc
|
87,191 | $5,780,763 | |
| 3 | SLB |
Slb Limited/Nv
|
104,785 | $4,871,454 | |
| 4 | HAL |
Halliburton Co
|
119,911 | $4,070,978 | |
| 5 | BKR |
Baker Hughes Co
|
59,344 | $3,293,592 | |
| 6 | OII |
Oceaneering International Inc
|
32,640 | $1,322,572 | |
| 7 | SEI |
Solaris Energy Infrastructure, Inc.
|
10,932 | $879,588 | |
| 8 | TDW |
Tidewater Inc
|
10,371 | $691,019 |
All Filings in WFRD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244 | 3 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $662 | 7 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $234 | 3 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $205 | 3 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $150 | 3 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $160 | 3 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $214 | 3 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $254 | 3 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $367 | 3 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $204,177 | 1,769 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,837 | 29 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $242,265 | 2,682 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $254 | 5 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||