Position in WFRD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,746,069
+$10,889,320 QoQ
Shares Held
254,553
+144.3% QoQ
Ownership
0.355%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#48
of 425 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Vest Financial, LLC holds $95,982,310 across 5 Oil & Gas Equipment & Services names. WFRD ranks #2 (21.6% of the industry book) .
All Filings in WFRD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,746,069 | 254,553 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $9,856,749 | 104,216 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $7,849,634 | 100,302 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $6,000,147 | 87,683 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $2,796,581 | 55,587 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $1,308,601 | 24,437 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||