Wakefield Asset Management LLLP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1600435
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13F Reported Value
ⓘ$444.2M
Holdings
225
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Wakefield Asset Management LLLP disclosed 225 positions worth $444.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 38 new positions and exited 25 — including a new stake in $DVA and a full exit from $ED. The portfolio is most concentrated in Other (29.1% of disclosed assets). All figures are sourced directly from Wakefield Asset Management LLLP’s Form 13F-HR filing with the SEC under CIK 1600435.
AI Fund Analysis
StableISHARES TR - EAFE GRWTH ET
4.4% weight
Held 10 quarters
ISHARES TR - EAFE VALUE ET
4.4% weight
Held 10 quarters
ISHARES INC - CORE MSCI EM
2.9% weight
Held 10 quarters
$LRCX1.6% weight
Held 4 quarters
$NVDA1.6% weight
Held 6 quarters
$PML9 quarters accumulating
$NMCO9 quarters accumulating
$NMZ9 quarters accumulating
ISHARES TR - BROAD USD HIG
9 quarters accumulating
$IBIT5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - EAFE GRWTH ETF
—Quality
$19.5M157,105 shISHARES TR - EAFE VALUE ETF
—Quality
$19.4M252,913 shISHARES INC - CORE MSCI EMKT
—Quality
$12.8M155,032 sh- 79.4
Quality
$7.1M16,389 sh - 85.9
Quality
$7.1M35,337 sh - 70.7
Quality
$6.6M20,132 sh - 61.0
Quality
$6.2M24,134 sh - 58.5
Quality
$6.2M15,614 sh - 79.3
Quality
$6.0M34,008 sh - 81.0
Quality
$6.0M17,853 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - EAFE GRWTH ETF | — | $19.5M | 157,105 |
| ISHARES TR - EAFE VALUE ETF | — | $19.4M | 252,913 |
| ISHARES INC - CORE MSCI EMKT | — | $12.8M | 155,032 |
| LAM RESEARCH CORP$LRCX | 79.4 | $7.1M | 16,389 |
| NVIDIA CORP$NVDA | 85.9 | $7.1M | 35,337 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $6.6M | 20,132 |
 Marathon Petroleum Corp$MPC | 61.0 | $6.2M | 24,134 |
 COHERENT CORP.$COHR | 58.5 | $6.2M | 15,614 |
 AMPHENOL CORP /DE/$APH | 79.3 | $6.0M | 34,008 |
 Vertiv Holdings Co$VRT | 81.0 | $6.0M | 17,853 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wakefield Asset Management LLLP's 225 positions.
Showing top 10 of 225 holdings.
Sector Allocation
Other
$129.5M
Technology
$78.6M
Financials
$61.6M
Industrials
$37.6M
Healthcare
$35.2M
Consumer Discretionary
$26.6M
Energy
$23.0M
Consumer Staples
$13.8M
Top Holdings — Wakefield Asset Management LLLP (Q2 2026)
Top 150 of 225 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - EAFE GRWTH ETF | $19.5M | 4.4% | +7% | — |
| 2 | — | ISHARES TR - EAFE VALUE ETF | $19.4M | 4.4% | +11% | — |
| 3 | — | ISHARES INC - CORE MSCI EMKT | $12.8M | 2.9% | -3% | — |
| 4 | $LRCX | LAM RESEARCH CORP | $7.1M | 1.6% | -20% | 79.4 |
| 5 | $NVDA | NVIDIA CORP | $7.1M | 1.6% | +0% | 85.9 |
| 6 | $JPM | JPMORGAN CHASE & CO | $6.6M | 1.5% | +1% | 70.7 |
| 7 | $MPC | Marathon Petroleum Corp | $6.2M | 1.4% | +1% | 61 |
| 8 | $COHR | COHERENT CORP. | $6.2M | 1.4% | -9% | 58.5 |
| 9 | $APH | AMPHENOL CORP /DE/ | $6.0M | 1.4% | +0% | 79.3 |
| 10 | $VRT | Vertiv Holdings Co | $6.0M | 1.4% | -0% | 81 |
| 11 |  $DVA | DAVITA INC. | $5.9M | 1.3% | NEW | 60.4 |
| 12 |  $RBC | RBC Bearings INC | $5.8M | 1.3% | +0% | 66.8 |
| 13 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $5.7M | 1.3% | -6% | — |
| 14 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $5.7M | 1.3% | NEW | 66.8 |
| 15 |  $WDC | WESTERN DIGITAL CORP | $5.6M | 1.3% | -39% | 80.7 |
| 16 |  $GOOG | Alphabet Inc. | $5.6M | 1.3% | -2% | 78.2 |
| 17 |  $TT | Trane Technologies plc | $5.4M | 1.2% | -0% | — |
| 18 |  $FTI | TechnipFMC plc | $5.4M | 1.2% | +1% | — |
| 19 |  $IVZ | Invesco Ltd. | $5.4M | 1.2% | +4% | — |
| 20 |  $MNST | Monster Beverage Corp | $5.2M | 1.2% | +2% | 71.3 |
| 21 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $5.1M | 1.1% | +3% | — |
| 22 |  $AER | AerCap Holdings N.V. | $4.8M | 1.1% | +1% | — |
| 23 | — | ISHARES TR - CORE MSCI EAFE | $4.8M | 1.1% | +5% | — |
| 24 |  $TRV | TRAVELERS COMPANIES, INC. | $4.7M | 1.1% | +1% | 75.9 |
| 25 | — | ISHARES INC - MSCI CDA ETF | $4.7M | 1.1% | +8% | — |
| 26 |  $CBOE | Cboe Global Markets, Inc. | $4.2M | 0.9% | +34% | 79.2 |
| 27 |  $HAS | HASBRO, INC. | $4.1M | 0.9% | +1% | 64.1 |
| 28 |  $FHN | FIRST HORIZON CORP | $4.1M | 0.9% | -12% | 56.4 |
| 29 |  $TPR | TAPESTRY, INC. | $4.1M | 0.9% | +73% | 72.7 |
| 30 |  $BMY | BRISTOL MYERS SQUIBB CO | $4.1M | 0.9% | +70% | 70.4 |
| 31 |  $ATO | ATMOS ENERGY CORP | $4.0M | 0.9% | +1% | 57.6 |
| 32 |  $THC | TENET HEALTHCARE CORP | $3.9M | 0.9% | +1% | 66.2 |
| 33 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $3.8M | 0.9% | +7% | — |
| 34 |  $EXPE | Expedia Group, Inc. | $3.8M | 0.8% | -19% | 71.1 |
| 35 |  $NEM | NEWMONT Corp /DE/ | $3.7M | 0.8% | -9% | 86.8 |
| 36 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $3.7M | 0.8% | +1% | — |
| 37 |  $MS | MORGAN STANLEY | $3.7M | 0.8% | +2% | 75.8 |
| 38 |  $AFRM | Affirm Holdings, Inc. | $3.6M | 0.8% | -1% | 81.3 |
| 39 |  $AA | Alcoa Corp | $3.5M | 0.8% | +1% | 63.4 |
| 40 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.5M | 0.8% | +13% | — |
| 41 |  $AMAT | APPLIED MATERIALS INC /DE | $3.5M | 0.8% | -12% | 72.3 |
| 42 |  $FIX | COMFORT SYSTEMS USA INC | $3.3M | 0.8% | -1% | 77.7 |
| 43 |  $SIRI | SIRIUS XM HOLDINGS INC. | $3.2M | 0.7% | +1% | 61.5 |
| 44 |  $ADM | Archer-Daniels-Midland Co | $2.8M | 0.6% | NEW | 50.7 |
| 45 |  $EXEL | EXELIXIS, INC. | $2.8M | 0.6% | NEW | 76.2 |
| 46 |  $CRWD | CrowdStrike Holdings, Inc. | $2.8M | 0.6% | +0% | 67.7 |
| 47 |  $ROKU | ROKU, INC | $2.7M | 0.6% | NEW | 66.7 |
| 48 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $2.5M | 0.6% | +7% | — |
| 49 |  $ALL | ALLSTATE CORP | $2.5M | 0.6% | +3% | 78.5 |
| 50 |  $PHYS | Sprott Physical Gold Trust | $2.4M | 0.5% | +6% | — |
| 51 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $2.3M | 0.5% | +12% | — |
| 52 |  $NAD | Nuveen Quality Municipal Income Fund | $2.3M | 0.5% | +11% | — |
| 53 |  $KDP | Keurig Dr Pepper Inc. | $2.3M | 0.5% | NEW | 64.6 |
| 54 |  $NZF | Nuveen Municipal Credit Income Fund | $2.3M | 0.5% | +11% | — |
| 55 |  $TENB | Tenable Holdings, Inc. | $2.3M | 0.5% | NEW | 57.1 |
| 56 |  $VMO | Invesco Municipal Opportunity Trust | $2.3M | 0.5% | +12% | — |
| 57 |  $AMZN | AMAZON COM INC | $2.2M | 0.5% | -2% | 68.7 |
| 58 | — | ISHARES TR - RUSSELL 2000 ETF | $2.2M | 0.5% | -2% | — |
| 59 |  $ICHR | ICHOR HOLDINGS, LTD. | $2.2M | 0.5% | -30% | — |
| 60 | $IBIT | iShares Bitcoin Trust ETF | $2.1M | 0.5% | +26% | — |
| 61 |  $ECPG | ENCORE CAPITAL GROUP INC | $2.1M | 0.5% | -2% | 70.9 |
| 62 | $PML | PIMCO MUNICIPAL INCOME FUND II | $2.1M | 0.5% | +17% | — |
| 63 |  $AS | Amer Sports, Inc. | $2.1M | 0.5% | -43% | 64 |
| 64 |  $ABBV | AbbVie Inc. | $2.0M | 0.4% | +0% | 72.6 |
| 65 |  $CRS | CARPENTER TECHNOLOGY CORP | $2.0M | 0.4% | +1% | 64.6 |
| 66 |  $WWD | Woodward, Inc. | $1.9M | 0.4% | -22% | 67.3 |
| 67 |  $NWPX | NWPX Infrastructure, Inc. | $1.9M | 0.4% | -24% | 62.8 |
| 68 |  $BFH | BREAD FINANCIAL HOLDINGS, INC. | $1.8M | 0.4% | +2% | 52.5 |
| 69 |  $EVER | EverQuote, Inc. | $1.8M | 0.4% | +1% | 68.4 |
| 70 |  $AROC | Archrock, Inc. | $1.8M | 0.4% | +2% | 72 |
| 71 |  $TTMI | TTM TECHNOLOGIES INC | $1.7M | 0.4% | -31% | 62.6 |
| 72 |  $CMPR | CIMPRESS plc | $1.7M | 0.4% | +2% | — |
| 73 |  $EOT | Eaton Vance National Municipal Opportunities Trust | $1.7M | 0.4% | +38% | — |
| 74 |  $CPRX | CATALYST PHARMACEUTICALS, INC. | $1.7M | 0.4% | +2% | 74 |
| 75 |  $MYRG | MYR GROUP INC. | $1.7M | 0.4% | -30% | 59.2 |
| 76 |  $TRMK | TRUSTMARK CORP | $1.7M | 0.4% | +2% | 66.8 |
| 77 |  $NUW | Nuveen AMT-Free Municipal Value Fund | $1.7M | 0.4% | NEW | — |
| 78 |  $META | Meta Platforms, Inc. | $1.6M | 0.4% | +0% | 79.6 |
| 79 |  $MCRI | MONARCH CASINO & RESORT INC | $1.6M | 0.4% | +2% | 61.9 |
| 80 |  $ARCB | ARCBEST CORP /TX/ | $1.6M | 0.4% | NEW | 44.6 |
| 81 |  $AZZ | AZZ INC | $1.6M | 0.4% | +2% | 58.4 |
| 82 | — | HAPPEN INC - COM NEW | $1.6M | 0.4% | +2% | — |
| 83 |  $PAY | Paymentus Holdings, Inc. | $1.6M | 0.4% | +121% | 69.6 |
| 84 |  $VCYT | VERACYTE, INC. | $1.6M | 0.4% | +2% | 68.6 |
| 85 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $1.6M | 0.3% | -59% | — |
| 86 | — | ALPS ETF TR - ALERIAN MLP | $1.6M | 0.3% | +8% | — |
| 87 |  $ELV | Elevance Health, Inc. | $1.5M | 0.3% | +0% | 59 |
| 88 |  $PARR | PAR PACIFIC HOLDINGS, INC. | $1.5M | 0.3% | +0% | 55.7 |
| 89 |  $FULT | FULTON FINANCIAL CORP | $1.5M | 0.3% | NEW | 62.4 |
| 90 |  $SMP | STANDARD MOTOR PRODUCTS, INC. | $1.5M | 0.3% | -1% | 57.3 |
| 91 |  $FIVE | FIVE BELOW, INC | $1.4M | 0.3% | NEW | 69.5 |
| 92 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $1.4M | 0.3% | NEW | 63.4 |
| 93 |  $FHB | FIRST HAWAIIAN, INC. | $1.4M | 0.3% | NEW | 56.5 |
| 94 |  $AMN | AMN HEALTHCARE SERVICES INC | $1.4M | 0.3% | NEW | 54.5 |
| 95 |  $WT | WisdomTree, Inc. | $1.4M | 0.3% | +2% | 59.9 |
| 96 |  $WAFD | WAFD INC | $1.4M | 0.3% | NEW | 51.9 |
| 97 |  $CURB | Curbline Properties Corp. | $1.4M | 0.3% | +2% | 67.3 |
| 98 |  $MD | Pediatrix Medical Group, Inc. | $1.4M | 0.3% | +2% | 56.2 |
| 99 |  $LMAT | LEMAITRE VASCULAR INC | $1.4M | 0.3% | +2% | 66 |
| 100 |  $CNX | CNX Resources Corp | $1.4M | 0.3% | +1% | 68.2 |
| 101 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.4M | 0.3% | -12% | — |
| 102 |  $CUBB | Customers Bancorp, Inc. | $1.4M | 0.3% | +2% | — |
| 103 |  $HCI | HCI Group, Inc. | $1.3M | 0.3% | +2% | 75 |
| 104 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $1.3M | 0.3% | +14% | — |
| 105 |  $PINE | Alpine Income Property Trust, Inc. | $1.3M | 0.3% | +1% | 44.4 |
| 106 |  $TCMD | TACTILE SYSTEMS TECHNOLOGY INC | $1.3M | 0.3% | +2% | 56.1 |
| 107 |  $ESTC | Elastic N.V. | $1.3M | 0.3% | NEW | 55.5 |
| 108 | — | DIREXION SHARES ETF TRUST - DAILY ORCL BEAR | $1.3M | 0.3% | +41% | — |
| 109 |  $DDOG | Datadog, Inc. | $1.3M | 0.3% | +0% | 71.4 |
| 110 |  $EAT | BRINKER INTERNATIONAL, INC | $1.3M | 0.3% | +2% | 67.9 |
| 111 |  $PLMR | Palomar Holdings, Inc. | $1.3M | 0.3% | +2% | 70 |
| 112 | — | WESTERN ASSET INFLT LNK INC - COM SH BEN INT | $1.3M | 0.3% | -57% | — |
| 113 |  $WIW | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | $1.3M | 0.3% | +27% | — |
| 114 |  $MSFT | MICROSOFT CORP | $1.3M | 0.3% | +0% | 79.8 |
| 115 |  $SKWD | Skyward Specialty Insurance Group, Inc. | $1.2M | 0.3% | +2% | 71.1 |
| 116 | $NMCO | Nuveen Municipal Credit Opportunities Fund | $1.2M | 0.3% | +14% | — |
| 117 | $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $1.2M | 0.3% | +14% | — |
| 118 |  $BE | Bloom Energy Corp | $1.2M | 0.3% | +0% | 66.2 |
| 119 |  $ANIP | ANI PHARMACEUTICALS INC | $1.2M | 0.3% | +2% | 72.5 |
| 120 |  $KAI | KADANT INC | $1.2M | 0.3% | +2% | 55.8 |
| 121 |  $GOOGL | Alphabet Inc. | $1.2M | 0.3% | +0% | 78.2 |
| 122 |  $NFLX | NETFLIX INC | $1.2M | 0.3% | +0% | 78.8 |
| 123 | — | DIREXION SHARES ETF TRUST - DAILY PLTR BR1X | $1.2M | 0.3% | NEW | — |
| 124 | — | DIREXION SHARES ETF TRUST - DAIL MA 7 1X ETF | $1.2M | 0.3% | +26% | — |
| 125 | — | DIREXION SHARES ETF TRUST - DLY META BEAR 1X | $1.1M | 0.3% | +40% | — |
| 126 |  $EVTC | EVERTEC, Inc. | $1.1M | 0.3% | +2% | 60.5 |
| 127 | — | DIREXION SHARES ETF TRUST - DAILY AAPL BR 1X | $1.1M | 0.3% | +30% | — |
| 128 | — | DIREXION SHARES ETF TRUST - DLY TSLA BEAR 1X | $1.1M | 0.3% | +211% | — |
| 129 | — | DIREXION SHARES ETF TRUST - DLY MSFT BEAR 1X | $1.1M | 0.3% | +11% | — |
| 130 |  $ITRI | ITRON, INC. | $1.1M | 0.3% | +1% | 55.8 |
| 131 |  $KMT | KENNAMETAL INC | $1.1M | 0.2% | +2% | 55.7 |
| 132 |  $PATH | UiPath, Inc. | $1.1M | 0.2% | +2% | 69.9 |
| 133 |  $MWA | Mueller Water Products, Inc. | $1.1M | 0.2% | +2% | 62.2 |
| 134 |  $MRK | Merck & Co., Inc. | $1.1M | 0.2% | +0% | 59.9 |
| 135 |  $RVLV | Revolve Group, Inc. | $1.0M | 0.2% | +2% | 51.4 |
| 136 |  $DBA | INVESCO DB AGRICULTURE FUND | $1.0M | 0.2% | +24% | — |
| 137 |  $EVN | Eaton Vance Municipal Income Trust | $992,446 | 0.2% | NEW | — |
| 138 |  $DOV | DOVER Corp | $988,315 | 0.2% | +0% | 58.1 |
| 139 |  $PAHC | PHIBRO ANIMAL HEALTH CORP | $963,101 | 0.2% | +1% | 64.8 |
| 140 |  $MMU | WESTERN ASSET MANAGED MUNICIPALS FUND INC. | $962,444 | 0.2% | NEW | — |
| 141 | — | SCHWAB STRATEGIC TR - US REIT ETF | $933,018 | 0.2% | -0% | — |
| 142 | — | ISHARES TR - NATIONAL MUN ETF | $909,067 | 0.2% | -24% | — |
| 143 |  $BATRA | Atlanta Braves Holdings, Inc. | $907,887 | 0.2% | +0% | 20.5 |
| 144 |  $GLW | CORNING INC /NY | $895,538 | 0.2% | -17% | 73.7 |
| 145 |  $EYE | National Vision Holdings, Inc. | $868,929 | 0.2% | +2% | 52.5 |
| 146 |  $WBD | Warner Bros. Discovery, Inc. | $854,027 | 0.2% | +38% | 41.4 |
| 147 |  $PEP | PEPSICO INC | $850,042 | 0.2% | +0% | 63.4 |
| 148 |  $CAH | CARDINAL HEALTH INC | $813,643 | 0.2% | +15% | 62.4 |
| 149 |  $FIGS | FIGS, Inc. | $809,112 | 0.2% | +2% | 64.2 |
| 150 |  $ASML | ASML HOLDING NV | $795,776 | 0.2% | +0% | — |
New Positions (38)
$DVA DAVITA INC.$5.9M$AEP AMERICAN ELECTRIC POWER CO INC$5.7M$ADM Archer-Daniels-Midland Co$2.8M$EXEL EXELIXIS, INC.$2.8M$ROKU ROKU, INC$2.7M$KDP Keurig Dr Pepper Inc.$2.3M$TENB Tenable Holdings, Inc.$2.3M$NUW Nuveen AMT-Free Municipal Value Fund$1.7M$ARCB ARCBEST CORP /TX/$1.6M$FULT FULTON FINANCIAL CORP$1.5M$FIVE FIVE BELOW, INC$1.4M$OLLI Ollie's Bargain Outlet Holdings, Inc.$1.4M$FHB FIRST HAWAIIAN, INC.$1.4M$AMN AMN HEALTHCARE SERVICES INC$1.4M$WAFD WAFD INC$1.4MExited Positions (25)
$ED CONSOLIDATED EDISON INC
$GILD GILEAD SCIENCES, INC.
$CELH Celsius Holdings, Inc.
$RMD RESMED INC
$AX Axos Financial, Inc.
$UUP Invesco DB US Dollar Index Bullish Fund
$OSIS OSI SYSTEMS INC
$QNST QUINSTREET, INC
$DDS DILLARD'S, INC.
$MBIN Merchants Bancorp
$MBWM MERCANTILE BANK CORP
$SKYW SKYWEST INC
$BRCB Black Rock Coffee Bar, Inc.
$HURN Huron Consulting Group Inc. PROSHARES TR
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