WFG close: $75 on 2023-08-28 to $68 on 2026-08-28.
Split-adj closes · 240 of 1,383 · price returnⓘ
At a glance
Days to cover9.5d
Top-10 13F concentration70.2%
SI 2026-08-14 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
Sales (TTM)$5.46B
Earnings (TTM)-$937.0M
FY ratios · TTM sales/earnings (USD)ⓘ
Trailing returns
YTD+11.8%
1Y−5.2%
3Y−5.3%
5Y−7.1%
Since incept. (ann.)+1.2%
Total return · from 2021-02-22ⓘ
Risk
Ann. volatility (1Y)33.7%
Ann. volatility (3Y)31.0%
Sharpe (1Y)0.03
Sharpe (3Y)0.09
Max drawdown (1Y)−24.2%
Max drawdown (3Y)−41.7%
Beta (3Y vs SPY)0.86
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
FIL Ltd
8.7M
$570M
—
−0.1%
PRICE T ROWE ASSOCIATES INC /MD/
3.7M
$241M
—
+2.3%
ROYAL BANK OF CANADA
3.5M
$225M
—
+10.3%
MACKENZIE FINANCIAL CORP
1.8M
$117M
—
−2.6%
1832 Asset Management L.P.
1.8M
$115M
—
+2.9%
MANNING & NAPIER ADVISORS LLC
1.7M
$111M
—
−6.5%
DONALD SMITH & CO., INC.
1.7M
$111M
—
+14.3%
VANGUARD CAPITAL MANAGEMENT LLC
1.5M
$99M
—
new
Δ vs 2025-Q4 · % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.ⓘ
Latest reported quarters
No reported quarters on file for WFG.
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
