As of the latest SEC filings, Weatherford International plc (WFRD) is held by 470 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $302,210,433.62 in market value, representing 0.37% of its portfolio.
Funds holding Weatherford International plc (WFRD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WFRD
- CIK:
- 0001603923
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.37% | $302,210,433.62 | 3,195,289 | Mar 31, 2026 | May 28, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.21% | $224,582,952.82 | 2,374,529 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $216,512,441.42 | 2,289,199 | Mar 31, 2026 | May 28, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 1.75% | $195,703,422.72 | 2,069,184 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.10% | $156,413,377.44 | 1,653,768 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.66% | $155,508,995.88 | 1,474,578 | Feb 28, 2026 | Apr 29, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 1.22% | $123,391,621.66 | 1,304,627 | Mar 31, 2026 | May 21, 2026 |
|
OIH
VanEck Oil Services ETF
|
ETF | Independent / Boutique | 4.37% | $102,416,331.32 | 1,082,854 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.16% | $99,596,996.10 | 1,053,045 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $75,712,141.22 | 800,509 | Mar 31, 2026 | May 28, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 1.07% | $74,022,780.00 | 670,800 | Apr 30, 2026 | Jun 26, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 1.30% | $57,693,800.00 | 610,000 | Mar 31, 2026 | May 28, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 1.08% | $54,336,450.35 | 492,401 | Apr 30, 2026 | Jun 26, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.21% | $51,125,029.84 | 540,548 | Mar 31, 2026 | Jun 1, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.51% | $49,939,444.25 | 452,555 | Apr 30, 2026 | Jun 26, 2026 |
|
XMHQ
Invesco S&P MidCap Quality ETF
|
ETF | Invesco | 0.86% | $44,568,489.05 | 403,883 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.10% | $39,550,769.26 | 375,031 | Feb 28, 2026 | Apr 24, 2026 |
|
VENAX
VANGUARD ENERGY INDEX FUND
|
ETF | Vanguard | 0.34% | $39,088,327.16 | 370,646 | Feb 28, 2026 | Apr 28, 2026 |
|
FGSAX
Federated Hermes MDT Mid Cap Growth Fund
|
MF | Federated Hermes | 0.61% | $38,737,705.40 | 351,044 | Apr 30, 2026 | Jun 23, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.18% | $36,710,415.08 | 348,098 | Feb 28, 2026 | Apr 24, 2026 |
|
XMMO
Invesco S&P MidCap Momentum ETF
|
ETF | Invesco | 0.54% | $36,517,794.45 | 330,927 | Apr 30, 2026 | Jun 26, 2026 |
|
FXN
First Trust Energy AlphaDEX Fund
|
ETF | First Trust | 2.91% | $35,274,370.65 | 319,659 | Apr 30, 2026 | Jun 23, 2026 |
|
-
Global Small Capitalization Fund
|
ETF | Capital Group / American Funds | 1.21% | $34,150,284.34 | 361,073 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.21% | $33,169,111.42 | 350,699 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.03% | $30,591,447.70 | 277,222 | Apr 30, 2026 | Jun 26, 2026 |
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