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Home > Institutional Investor > Wakefield Asset Management Lllp > Profile

Instuitional Investor - Wakefield Asset Management Lllp

Fund Profile
Filing Period:
Fund Name: Wakefield Asset Management Lllp
Portfolio Value $358,056,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - EAFE VALUE ETF
 264,096 $16,764,815 4.68%
2.
Ishares Tr - EAFE GRWTH ETF
 135,802 $15,209,824 4.25%
3.
Ishares Inc - CORE MSCI EMKT
 155,108 $9,311,147 2.6%
4.
Meta Platforms Inc.
 META 8,804 $6,498,145 1.81%
5.
Netflix Inc
 NFLX 4,755 $6,367,564 1.78%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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