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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 $444,233,453
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - EAFE GRWTH ETF
 157,105 $19,547,005 4.4%
2.
Ishares Tr - EAFE VALUE ETF
 252,913 $19,360,491 4.36%
3.
Ishares Inc - CORE MSCI EMKT
 155,032 $12,842,843 2.89%
4.
Lam Research Corp
 LRCX 16,389 $7,102,137 1.6%
5.
Nvidia Corp
 NVDA 35,337 $7,070,581 1.59%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.