DOSSIER · 13F Holders · Q2 2026
WFMIX

WELLS FARGO ADVANTAGE

4 institutions still hold WELLS FARGO ADVANTAGE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 949915482·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$45K
visible holders
Holders
4
filers reporting
Concentration
71.22%
Vermillion Wealth Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported WFMIX in Q2 2026. Vermillion Wealth Management, Inc. leads at 71.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Vermillion Wealth Management, Inc.
CIK 0001737012
$32K6260.01%Q2 2026
02
Oakworth Capital, Inc.
CIK 0001588871
$7K1370.00%Q2 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$4K940.00%Q1 2026
04
Financial Gravity Companies, Inc.
CIK 0001377167
$2K310.00%Q2 2026