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Portfolio (Quarterly) Guide ↗

WOLFF WIESE MAGANA LLC

· CIK 0001832097
13F Portfolio $181M AUM 983 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New 169 Added 98 Reduced 52 Exited
Page 22 of 50  ·  983 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SLB SLB LIMITED Energy 250.0 $13K 0.01% $51.39 +9.9%
422 MAA MID-AMER APT CMNTYS INC Real Estate 105.0 $13K 0.01% $122.12 +7.3%
423 VMC VULCAN MATLS CO Basic Materials 47.0 $13K 0.01% $272.32 +1.0%
424 WFC WELLS FARGO & CO Financial Services 160.0 $13K 0.01% $79.61 -4.9%
425 AEP AMERICAN ELEC PWR CO INC Utilities 97.0 $13K 0.01% +30.0 +44.8% $131.08 -1.0%
426 VCIT VANGUARD SCOTTSDALE FDS 153.0 $13K 0.01% $82.95 -0.4%
427 KNG FIRST TR EXCHANGE-TRADED FD 260.0 $13K 0.01% $48.71 +0.1%
428 FAF FIRST AMERN FINL CORP Financial Services 210.0 $13K 0.01% $60.29 +11.7%
429 PPA INVESCO EXCHANGE TRADED FD T 75.0 $12K 0.01% $165.71 +5.3%
430 NEXTERA ENERGY INC 220.0 $12K 0.01% $55.98
431 VTIP VANGUARD MALVERN FDS 246.0 $12K 0.01% $50.04 +0.6%
432 SNPS SYNOPSYS INC Technology 31.0 $12K 0.01% -24.0 -43.6% $396.48 +32.7%
433 MOD MODINE MFG CO Consumer Cyclical 56.0 $12K 0.01% $216.71 +28.1%
434 RY ROYAL BK CDA Financial Services 75.0 $12K 0.01% $161.79 +16.6%
435 EEMV ISHARES INC 185.0 $12K 0.01% $64.74 +15.3%
436 BIRKENSTOCK HOLDING PLC 327.0 $12K 0.01% +120.0 +58.0% $35.83
437 CHDN CHURCHILL DOWNS INC Consumer Cyclical 130.0 $12K 0.01% -129.0 -49.8% $89.83 -3.4%
438 ED CONSOLIDATED EDISON INC Utilities 102.0 $12K 0.01% $113.19 -4.2%
439 OKTA OKTA INC Technology 146.0 $11K 0.01% $78.71 +14.1%
440 FS SPECIALTY LENDING FD 916.0 $11K 0.01% $12.51
Page 22 of 50  ·  983 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 29.4%
Financial Services 20.9%
Healthcare 14.7%
Industrials 8.6%
Consumer Defensive 8.1%
Consumer Cyclical 6.2%
Communication Services 4.2%
Real Estate 2.8%
Utilities 2.8%
Energy 1.9%