Long-term investor
Wny Asset Management, LLC @wnyassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803296).
Record
- Tracked since 2025-03-31 (525 days), 92 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months +7.3% · 1 year +13.1% · all +20.7%
- Max drawdown -0.7% · Sharpe 1.68 · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGGR · 8.4% · long · since 2025-03-31
- CGCP · 7.5% · long · since 2025-03-31
- DFAC · 7.4% · long · since 2025-03-31
- CGDV · 7.0% · long · since 2025-03-31
- DFAI · 6.2% · long · since 2025-03-31
- JPST · 4.8% · long · since 2025-03-31
- JEMA · 3.5% · long · since 2026-03-31
- XLK · 3.5% · long · since 2025-03-31
- JAVA · 3.2% · long · since 2025-03-31
- HECA · 2.8% · long · since 2026-03-31
- VOO · 2.3% · long · since 2025-03-31
- GLD · 2.0% · long · since 2025-03-31