Wakefield Asset Management LLLP - Portfolio Stock Holdings
Wakefield Asset Management LLLP disclosed 249 stock positions in a recent SEC 13F filing. $439,830,622 of stock holdings were filed, with the largest holdings including EFV, EFG, and IEMG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $453,977,004 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
249Est. Stock Holding Value:
$439,830,622Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wakefield Asset Management LLLP
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