CUSIP 94988U128
Wells Fargo & Co Dep Sh Cl A
9 institutions · $1.1M total · 75,134 shares · WFC-PZ
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 27,800 | $564.6K | 37.00% | 2024-06-30 |
| 2 | Cascades Capital Asset Management, LLC | 16,125 | $312.0K | 21.46% | 2025-12-31 |
| 3 | NBC SECURITIES, INC. | 5,040 | $97.5K | 6.70% | 2025-12-31 |
| 4 | McMillan Office, Inc. | 3,000 | $58.0K | 3.99% | 2025-12-31 |
| 5 | PNC Financial Services Group, Inc. | 1,214 | $23.5K | 1.61% | 2025-12-31 |
| 6 | Financial Gravity Asset Management, Inc. | 42 | $903 | 0.05% | 2024-03-31 |
| 7 | Mathes Company, Inc. | 21,000 | $406 | 27.95% | 2025-12-31 |
| 8 | COMERICA BANK | 913 | $6 | 1.21% | 2023-09-30 |
| 9 | 1620 INVESTMENT ADVISORS, INC. | 0 | $1 | 0.00% | 2024-06-30 |