ENVESTNET ASSET MANAGEMENT INC: WFRD position timeline

ENVESTNET ASSET MANAGEMENT INC held 195,532 WFRD shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 195,532 shares

   Change vs previous 13F +19,838 shares

   <0.01% of the 13F portfolio, value $15,935,822.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

2. period ended2026-03-31

   13F 175,694 shares

   Change vs previous 13F +29,174 shares

   <0.01% of the 13F portfolio, value $16,617,133.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (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 146,520 shares

   Change vs previous 13F -1,078 shares

   <0.01% of the 13F portfolio, value $11,466,692.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (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 147,598 shares

   Change vs previous 13F -23,038 shares

   <0.01% of the 13F portfolio, value $10,100,155.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (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 170,636 shares

   Change vs previous 13F -1,738 shares

   <0.01% of the 13F portfolio, value $8,584,677.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 172,374 shares

   Change vs previous 13F -23,865 shares

   <0.01% of the 13F portfolio, value $9,230,638.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 172,374 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

7. period ended2024-12-31

   13F 196,239 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $14,056,587.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 191,486 shares
   • Envestnet Portfolio Solutions, Inc.: 4,753 shares

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