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Portfolio (Quarterly) Guide ↗

WRAPMANAGER INC

· CIK 0001266014
13F Portfolio $320M AUM 150 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 29 Added 85 Reduced 18 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USXF ISHARES TR 3,378.0 $235K 0.07% NEW $69.45 -3.5%
22 WEC WEC ENERGY GROUP INC Utilities 1,792.0 $209K 0.07% NEW $116.77 -9.1%
23 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,362.0 $208K 0.07% NEW $61.76 -9.5%
24 IWS ISHARES TR 1,239.0 $204K 0.06% NEW $164.60 +2.3%
25 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 8,613.0 $203K 0.06% NEW $23.58 +10.4%
26 IWO ISHARES TR 513.0 $202K 0.06% NEW $393.96 -5.7%
27 HLN HALEON PLC Healthcare 14,273.0 $133K 0.04% NEW $9.33 +7.9%
28 UGP ULTRAPAR PARTICIPACOES SA Energy 11,560.0 $58K 0.02% NEW $5.02 +36.9%
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.3%
Financial Services 11.3%
Consumer Cyclical 10.6%
Healthcare 9.7%
Communication Services 9.2%
Industrials 5.1%
Consumer Defensive 5.1%
Energy 2.4%
Utilities 1.8%
Basic Materials 0.5%