Funds holding Wesfarmers Ltd
ISIN US9508403063 · Australia · LEI 5493003L32ZX9557ST85
- Fund holders
- 4
- Of which ETFs
- 3 1 other fund
- Value held
- 1.3M $
This issuer has other securities : Wesfarmers Ltd (AU000000WES1)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SP Funds S&P World (ex-US) ETF SP Funds Trust | 18,318 | 485.2K $ | 0.31 % | as of Apr 30, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 18,279 | 522K $ | 0.22 % | as of Feb 28, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 8,229 | 235K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,893 | 54.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| SP Funds S&P World (ex-US) ETF SP Funds Trust | 0.31 % | as of Apr 30, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 0.22 % | as of Feb 28, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 0.02 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 0.01 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 4 | +1 | 46,719 | +38.4 % |
| 2026Q1 | 3 | 0 | 33,761 | +13.6 % |
| 2025Q4 | 3 | +1 | 29,711 | +6.6 % |
| 2025Q3 | 2 | 0 | 27,864 | -17.5 % |
| 2025Q2 | 2 | 0 | 33,782 | +17.3 % |
| 2025Q1 | 2 | 0 | 28,797 | +6.9 % |
| 2024Q4 | 2 | +1 | 26,939 | +535.5 % |
| 2024Q3 | 1 | 0 | 4,239 | +72.1 % |
| 2024Q2 | 1 | 0 | 2,463 | +9.5 % |
| 2024Q1 | 1 | 2,249 |
Institutional managers
7 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| RHUMBLINE ADVISERS | 51,466 | 1.3M $ | as of Mar 31, 2026 |
| GAMMA Investing LLC | 8,069 | 205K $ | as of Mar 31, 2026 |
| Salomon & Ludwin, LLC | 675 | 17.2K $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 496 | 12.6K $ | as of Mar 31, 2026 |
| Ancora Advisors LLC | 315 | 8K $ | as of Mar 31, 2026 |
| IMA Advisory Services, Inc. | 64 | 1.6K $ | as of Mar 31, 2026 |
| Ascentis Independent Advisors | 30 | 762 $ | as of Mar 31, 2026 |
Funds holding the debt of Wesfarmers Ltd
5 funds declare 10 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND | 3 | 16.4M $ | as of Apr 30, 2026 |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND | 2 | 8.8M $ | as of Apr 30, 2026 |
| iShares Core International Aggregate Bond ETF | 3 | 605K $ | as of Apr 30, 2026 |
| Nuveen International Aggregate Bond ETF | 1 | 335.7K $ | as of Mar 31, 2026 |
| Six Circles Global Bond Fund | 1 | 272.2K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Wesfarmers Ltd". https://titelia.com/en/stocks/wesfarmers-ltd-US9508403063