Long-term investor
Wakefield Asset Management Lllp @wakefieldassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001600435).
Record
- Tracked since 2025-06-30 (478 days), 307 trades recorded
- Returns: week n/a · month n/a · 90 days -7.8% · 6 months +6.7% · 1 year +16.1% · all +16.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464288885 · 4.4% · long · since 2025-06-30
- 464288877 · 4.4% · long · since 2025-06-30
- 46434G103 · 2.9% · long · since 2025-06-30
- 512807306 · 1.6% · long · since 2025-09-30
- NVDA · 1.6% · long · since 2025-06-30
- JPM · 1.5% · long · since 2025-06-30
- MPC · 1.4% · long · since 2025-06-30
- COHR · 1.4% · long · since 2025-06-30
- APH · 1.3% · long · since 2025-06-30
- VRT · 1.3% · long · since 2025-06-30
- DVA · 1.3% · long · since 2026-06-30
- RBC · 1.3% · long · since 2025-06-30