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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 44 of 50  ·  983 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CHE CHEMED CORP NEW Healthcare 3.0 $1K 0.00% -3.0 -50.0% $378.00 +15.7%
862 ENTERGY CORP NEW 10.0 $1K 0.00% $112.40
863 CWST CASELLA WASTE SYS INC Industrials 14.0 $1K 0.00% $79.36 +9.8%
864 DLTR DOLLAR TREE INC Consumer Defensive 10.0 $1K 0.00% $109.60 -14.5%
865 CHTR CHARTER COMMUNICATIONS INC Communication Services 5.0 $1K 0.00% NEW $216.00 -33.3%
866 ALL ALLSTATE CORP Financial Services 5.0 $1K 0.00% $207.40 +2.6%
867 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 80.0 $1K 0.00% $12.94 -0.1%
868 TSN TYSON FOODS INC Consumer Defensive 16.0 $1K 0.00% $64.12 +1.6%
869 BITO PROSHARES TR 102.0 $953.0 0.00% $9.34 +11.0%
870 DDOG DATADOG INC Technology 8.0 $945.0 0.00% -2.0 -20.0% $118.12 +89.3%
871 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 16.0 $945.0 0.00% $59.06 +11.8%
872 USFD US FOODS HLDG CORP Consumer Defensive 10.0 $923.0 0.00% $92.30 -11.9%
873 VWO VANGUARD INTL EQUITY INDEX F 17.0 $919.0 0.00% $54.06 +11.4%
874 PRFZ INVESCO EXCHANGE TRADED FD T 20.0 $918.0 0.00% NEW $45.90 +13.2%
875 BIIB BIOGEN INC Healthcare 5.0 $917.0 0.00% $183.40 +5.3%
876 VBK VANGUARD INDEX FDS 3.0 $907.0 0.00% NEW $302.33 +16.7%
877 STLD STEEL DYNAMICS INC Basic Materials 5.0 $900.0 $180.00 +39.2%
878 VRNS VARONIS SYS INC Technology 41.0 $881.0 $21.49 +44.5%
879 AGZ ISHARES TR 8.0 $878.0 $109.75 -0.6%
880 SLYG SPDR SERIES TRUST 9.0 $870.0 NEW $96.67 +13.9%
Page 44 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%