L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 11 listed it in both
Shares listed
20,095,787
combined, among listed positions
Reported value
$1.9bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 14 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,154,820.

Managers listing WFRD in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
T. Rowe Price Associates Inc3,983,656$377munder 0.1%Trimmed-1,173,11715 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,567,672$337munder 0.1%Added+361,12015 May 2026 (the filing on sec.gov)
Sachem Head Capital Management LP2,525,000$239m5.75%Newnew15 May 2026 (the filing on sec.gov)
Capital Research Global Investors2,261,362$214munder 0.1%Trimmed-1,805,33813 May 2026 (the filing on sec.gov)
Capital World Investors1,504,733$142munder 0.1%Added+1,295,00013 May 2026 (the filing on sec.gov)
Invesco Ltd1,483,429$140munder 0.1%Added+758,09712 May 2026 (the filing on sec.gov)
Millennium Management LLC1,013,336$96munder 0.1%Added+129,38615 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC810,477$77m0.11%Added+692,09913 May 2026 (the filing on sec.gov)
Citadel Advisors LLC479,728$45munder 0.1%Added+444,72815 May 2026 (the filing on sec.gov)
Point72 Asset Management LP393,003$37munder 0.1%Added+345,59615 May 2026 (the filing on sec.gov)
Wellington Management Group LLP368,984$35munder 0.1%Added+353,46715 May 2026 (the filing on sec.gov)
Holocene Advisors LP349,659$33m0.08%Trimmed-552,44315 May 2026 (the filing on sec.gov)
AQR Capital Management LLC278,692$26munder 0.1%Trimmed-151,46915 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.196,766$19munder 0.1%Trimmed-832,57715 May 2026 (the filing on sec.gov)
Greenlight Capital145,721$14m0.43%Trimmed-597,89915 May 2026 (the filing on sec.gov)
Bridgewater Associates LP136,989$13m0.06%Trimmed-49,99515 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC80,627$7.6munder 0.1%Trimmed-176,04015 May 2026 (the filing on sec.gov)
Two Sigma Investments LP73,496$7.0munder 0.1%Added+22,40015 May 2026 (the filing on sec.gov)
MFS Investment Management69,882$6.6munder 0.1%Trimmed-1,86514 May 2026 (the filing on sec.gov)
AllianceBernstein LP84,293$6.6munder 0.1%Trimmed-1,32415 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC65,953$6.2munder 0.1%Trimmed-174,30014 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC54,785$5.2munder 0.1%Trimmed-136,04215 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd32,412$3.1munder 0.1%Trimmed-96318 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP31,125$2.9munder 0.1%Added+12,70815 May 2026 (the filing on sec.gov)
Winton Group Ltd26,466$2.5m0.09%Added+7,76412 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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.

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 →