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MANNING & NAPIER ADVISORS LLC: WFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MANNING & NAPIER ADVISORS LLC on WFG, newest first. How the timeline and the estimate are built.

MANNING & NAPIER ADVISORS LLC held 1,091,402 WFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,091,402 shares
    Change vs previous 13F -371,079 shares

    0.95% of the 13F portfolio, value $73,909,743.

    13F-HR 0001999371-26-017897 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,462,481 shares
    Change vs previous 13F -49,996 shares

    1.35% of the 13F portfolio, value $95,485,384.

    13F-HR 0001999371-26-009545 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,512,477 shares
    Change vs previous 13F -159,369 shares

    1.2% of the 13F portfolio, value $92,427,469.

    13F-HR 0001999371-26-002483 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,671,846 shares
    Change vs previous 13F +799,422 shares

    1.45% of the 13F portfolio, value $113,656,183.

    13F-HR 0001999371-25-016177 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 872,424 shares
    Change vs previous 13F -3,391 shares

    0.76% of the 13F portfolio, value $63,952,261.

    13F-HR 0002000324-25-002721 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 875,815 shares
    Change vs previous 13F +22,777 shares

    0.83% of the 13F portfolio, value $67,385,206.

    13F-HR 0002000324-25-001411 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 853,038 shares
    Change vs previous 13F +109,447 shares

    0.84% of the 13F portfolio, value $73,830,439.

    13F-HR 0002000324-25-000034 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 743,591 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $72,396,020.

    13F-HR 0002000324-24-002904 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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