L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 13 Aug 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 10 listed it in both
Shares listed
15,980,952
combined, among listed positions
Reported value
$804m
combined, at the quarter end

Among the 95 comparable managers: 8 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing WFRD in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

0510152020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WFRD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20213$216mn.a.n.a.
Q3 20213$308mn.a.n.a.
Q4 20213$426mn.a.n.a.
Q1 20225$530mn.a.n.a.
Q2 20225$315mn.a.n.a.
Q3 20227$492mn.a.n.a.
Q4 202211$768mn.a.n.a.
Q1 202315$1.0bnn.a.n.a.
Q2 202314$921mn.a.n.a.
Q3 202318$1.3bnn.a.n.a.
Q4 202311$1.4bn56
Q1 202410$1.7bn45
Q2 202415$1.7bn114
Q3 202413$1.1bn94
Q4 202410$1.2bn66
Q1 202513$772m85
Q2 202512$804m83
Q3 202512$1.1bn66
Q4 202512$993m1220
Q1 202613$1.2bn1419
Q2 202610$867m1419

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WFRD and GE →WFRD and LRCX →WFRD and GEV →Choose a stock to compare with WFRD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WFRD, latest filings →Back to the 13F Explorer →