Franklin Resources: WFRD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on WFRD, newest first. How the timeline and the estimate are built.

Franklin Resources held 203,775 WFRD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 203,775 shares
Change vs previous 13F -9,886 shares
<0.01% of the 13F portfolio, value $16,607,660.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 64,233 shares
- Clearbridge Investments, LLC: 139,542 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 213,661 shares
Change vs previous 13F -483,792 shares
<0.01% of the 13F portfolio, value $20,174,621.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 74,343 shares
- Clearbridge Investments, LLC: 139,318 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 697,453 shares
Change vs previous 13F +138,467 shares
0.01% of the 13F portfolio, value $54,400,351.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 23,707 shares
- Brandywine Global Investment Management, LLC: 35,351 shares
- Clearbridge Investments, LLC: 638,395 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 558,986 shares
Change vs previous 13F -44,587 shares
0.01% of the 13F portfolio, value $38,081,910.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 24,180 shares
- Brandywine Global Investment Management, LLC: 36,451 shares
- Clearbridge Investments, LLC: 498,355 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 603,573 shares
Change vs previous 13F +11,022 shares
0.01% of the 13F portfolio, value $30,254,376.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 97,281 shares
- Clearbridge Investments, LLC: 506,292 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 592,551 shares
Change vs previous 13F -285,115 shares
0.01% of the 13F portfolio, value $31,731,109.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 86,259 shares
- Clearbridge Investments, LLC: 506,292 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 877,666 shares
Change vs previous 13F +131,376 shares
0.01% of the 13F portfolio, value $62,867,218.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 371,374 shares
- Brandywine Global Investment Management, LLC: 0 shares
- Clearbridge Investments, LLC: 506,292 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 746,290 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $67,151,560.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 461,790 shares
- Brandywine Global Investment Management, LLC: 5,550 shares
- Clearbridge Investments, LLC: 278,950 shares
Acceptance time not in the bulk data set (spec §4.2).