Wfa Asset Management Corp Portfolio Holdings

Wfa Asset Management Corp

  • $185 Billion
  • Q4 2024

Wfa Asset Management Corp has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $185 Billion distributed in 224 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $24.6B, Spdr Portfolio with a value of $19.4B, Ea Ser Tr Ea Bridgeway Blue Ch with a value of $17.4B, Invesco Exchange Traded Fd Tr with a value of $17B, and Ishares Tr Russell 200 ETF with a value of $12.3B.

Examining the 13F form we can see an increase of $926M in the current position value, from $184B to 185B.

Wfa Asset Management Corp is based out at Whitefish Bay, WI

Below you can find more details about Wfa Asset Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $185 Billion
ETFs: $130 Billion
Technology: $10.7 Billion
Financial Services: $6.25 Billion
Communication Services: $5.14 Billion
Consumer Defensive: $3.95 Billion
Consumer Cyclical: $3.28 Billion
Industrials: $2.99 Billion
Energy: $2.55 Billion
Other: $2.72 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210M
$359,000 0.0% of portfolio
181
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $185 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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