Institute for Wealth Management’s Weatherford International WFRD Stock Holding History

Institute for Wealth Management’s Portfolio WFRD Stock Details WFRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.4K	Buy	+311	New	+$31.5K	﹤0.01%	1059

Other funds holding WFRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Institute for Wealth Management's WFRD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Weatherford International (WFRD) in Q2 2026: 311 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1059 among its holdings.

208 funds tracked by Wall St. Rank hold WFRD as of Q2 2026.

Institute for Wealth Management held 311 shares of Weatherford International worth $25.4K as of Q2 2026.
Weatherford International was a new Institute for Wealth Management position in Q2 2026.
Weatherford International made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1059 holding.
208 funds tracked by Wall St. Rank held Weatherford International as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.