DOSSIER · 13F Holders · Q3 2026
WFMIX

WELLS FARGO ADVANTAGE

3 institutions still hold WELLS FARGO ADVANTAGE as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 949915482·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$13K
visible holders
Holders
3
filers reporting
Concentration
52.93%
Oakworth Capital, Inc. #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported WFMIX in Q3 2026. Oakworth Capital, Inc. leads at 52.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Oakworth Capital, Inc.
CIK 0001588871
$7K1370.00%Q3 2026
02
McIlrath & Eck, LLC
CIK 0001701714
$4K940.00%Q1 2026
03
Financial Gravity Companies, Inc.
CIK 0001377167
$2K310.00%Q2 2026