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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 33 of 50  ·  983 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SCHR SCHWAB STRATEGIC TR 167.0 $4K 0.00% $24.91 -1.0%
642 FORTINET INC 50.0 $4K 0.00% -71.0 -58.7% $81.72
643 IWS ISHARES TR 28.0 $4K 0.00% $145.75 +9.9%
644 WDC WESTERN DIGITAL CORP Technology 15.0 $4K 0.00% $270.53 +79.0%
645 AXSM AXSOME THERAPEUTICS INC. Healthcare 24.0 $4K 0.00% $169.04 +38.5%
646 ARMK ARAMARK Industrials 100.0 $4K 0.00% $40.54 +29.0%
647 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 49.0 $4K 0.00% +17.0 +53.1% $82.14 -20.8%
648 CI THE CIGNA GROUP Healthcare 15.0 $4K 0.00% $266.80 +5.3%
649 WSO WATSCO INC Industrials 11.0 $4K 0.00% $363.82 +3.1%
650 GCT GIGACLOUD TECHNOLOGY INC Technology 88.0 $4K 0.00% NEW $45.39 -15.4%
651 INSTALLED BLDG PRODS INC 15.0 $4K 0.00% $265.20
652 EWJ ISHARES INC 47.0 $4K 0.00% $84.45 +10.1%
653 JKHY HENRY JACK & ASSOC INC Technology 25.0 $4K 0.00% $158.04 -13.1%
654 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 100.0 $4K 0.00% $39.39 -5.8%
655 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 40.0 $4K 0.00% $98.42 -13.7%
656 ARKQ ARK ETF TR 35.0 $4K 0.00% $112.46 +24.2%
657 TTAN SERVICETITAN INC Technology 62.0 $4K 0.00% +22.0 +55.0% $63.47 -1.2%
658 PTLO PORTILLOS INC Consumer Cyclical 741.0 $4K 0.00% -224.0 -23.2% $5.29 -24.8%
659 ZTS ZOETIS INC Healthcare 33.0 $4K 0.00% -2.0 -5.7% $118.21 -31.2%
660 FCN FTI CONSULTING INC Industrials 22.0 $4K 0.00% $176.77 -13.6%
Page 33 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%