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Equibles

WELLS FARGO & COMPANY/MN

Position in WHG — Westwood Holdings Group Inc

CIK 72971 SAN FRANCISCO, CA
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$165,425
+$78,860 QoQ
Shares Held
8,634
+64.3% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WHG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $7,161,923,068 across 453 Asset Management names. WHG ranks #344 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 2,504,990 $2,408,698,182
2 BX
Blackstone Inc.
 6,396,724 $752,702,511
3 KKR
KKR & Co. Inc.
 2,023,020 $185,672,773
4 APO
Apollo Global Management, Inc.
 1,550,234 $183,408,181
5 BN
BROOKFIELD Corp /ON/
 2,504,120 $106,650,469
6 ARCC
Ares Capital Corp
 4,437,109 $82,219,628
7 PFG
Principal Financial Group Inc
 755,407 $81,417,764
8 STT
State Street Corp
 464,889 $78,845,173

All Filings in WHG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $165,425 8,634
2026-03-31 $86,565 5,256
2025-12-31 $172,649 10,032
2025-09-30 $118,248 7,171
2025-06-30 $94,301 6,045
2025-03-31 $19,958 1,232
2024-12-31 $20,517 1,414
2024-09-30 $19,482 1,372
2024-06-30 $18,354 1,507
2024-03-31 $18,775 1,524
2023-12-31 $16,705 1,329
2023-09-30 $13,985 1,378
2023-06-30 $21,984 1,773
2023-03-31 $20,513 1,830
2022-12-31 $21,090 1,895
2022-09-30 $18,353 1,906
2022-06-30 $26,964 1,954
2022-03-31 $98,981 6,461
2021-12-31 $98,911 5,839
2021-09-30 $11,288,812 594,148
2021-06-30 $12,966,454 595,885
2021-03-31 $8,650,042 598,205
2020-12-31 $8,881,785 612,537
2020-09-30 $6,938,246 622,823
2020-06-30 $9,815,352 623,197
2020-03-31 $11,318,013 618,133