Fulcrum Asset Management LLP: WFG position timeline

Fulcrum Asset Management LLP held 1,489 WFG shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,489 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $100,700.

   13F-HR 0001353395-26-000005 filed by Fulcrum Asset Management LLP
   Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,489 shares

   Change vs previous 13F -9,840 shares

   0.01% of the 13F portfolio, value $97,423.

   13F-HR 0001353395-26-000004 filed by Fulcrum Asset Management LLP
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F/A 11,329 shares

   Change vs previous 13F -291 shares

   0.19% of the 13F portfolio, value $691,629.

   13F-HR/A 0001353395-26-000002 filed by Fulcrum Asset Management LLP
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F/A 11,620 shares

   Change vs previous 13F -280 shares

   0.22% of the 13F portfolio, value $789,786.

   13F-HR/A 0001353395-25-000006 filed by Fulcrum Asset Management LLP
   Filed 2025-11-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 11,900 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $873,307.

   13F-HR/A 0001353395-25-000005 filed by Fulcrum Asset Management LLP
   Filed 2025-11-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).