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Wakefield Asset Management LLLP

Q3 2025 · 13F-HR

Wakefield Asset Management LLLPholdings as filed

Filed 2025-11-13 · accession 0001376474-25-000920

$366.4M
Reported value
193
Positions
2025-09-30
Period end
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The Brief · Wakefield Asset Management LLLP · Q3 2025

AI · grounded in 13F

Wakefield Asset Management LLLP established a new position in EFV valued at $16.1M. The fund also initiated new stakes in EFG for $16.0M and IEMG for $10.7M. Additional new positions include JPM at $6.4M and PSQ at $6.4M. The fund ended the period with 193 positions and total AUM of $366.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288877EFVISHARES TR$16.1M4.40%237,725CommonSOLE
464288885EFGISHARES TR$16.0M4.36%140,317CommonSOLE
46434G103IEMGISHARES INC$10.7M2.93%162,618CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.4M1.74%20,201CommonSOLE
74349Y837PSQPROSHARES TR$6.4M1.73%204,669CommonSOLE
30303M102METAMETA PLATFORMS INC$5.9M1.62%8,071CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.7M1.54%30,328CommonSOLE
64110L106NFLXNETFLIX INC$5.4M1.48%4,521CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$5.3M1.45%159,528CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$5.0M1.37%26,407CommonSOLE
651639106NEMNEWMONT CORP$5.0M1.37%59,353CommonSOLE
02079K305GOOGLALPHABET INC$4.9M1.33%20,070CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.8M1.32%36,041CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.7M1.29%11,222CommonSOLE
G87110105FTITECHNIPFMC PLC$4.6M1.27%117,779CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$4.6M1.26%196,654CommonSOLE
56585A102MPCMARATHON PETE CORP$4.6M1.25%23,849CommonSOLE
032095101APHAMPHENOL CORP NEW$4.5M1.23%36,453CommonSOLE
88033G407THCTENET HEALTHCARE CORP$4.3M1.17%21,143CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$4.1M1.13%27,438CommonSOLE
46432F842IEFAISHARES TR$4.1M1.12%47,122CommonSOLE
228368106CCKCROWN HLDGS INC$4.0M1.10%41,776CommonSOLE
464286509EWCISHARES INC$4.0M1.10%79,607CommonSOLE
278642103EBAYEBAY INC.$4.0M1.10%44,117CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.0M1.09%14,323CommonSOLE
N00985106AERAERCAP HOLDINGS NV$4.0M1.08%32,709CommonSOLE
418056107HASHASBRO INC$3.8M1.04%50,362CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.8M1.04%60,808CommonSOLE
00130H105AESAES CORP$3.8M1.02%285,256CommonSOLE
761152107RMDRESMED INC$3.7M1.02%13,590CommonSOLE
92840M102VSTVISTRA CORP$3.7M1.01%18,847CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.6M0.99%17,067CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$3.6M0.97%87,585CommonSOLE
75524B104RBCRBC BEARINGS INC$3.5M0.96%9,013CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.5M0.95%31,346CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$3.4M0.92%165,669CommonSOLE
22052L104CTVACORTEVA INC$3.3M0.91%49,101CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$3.3M0.90%13,448CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3.2M0.88%17,057CommonSOLE
25461A668QQQDDIREXION SHS ETF TR$3.1M0.85%232,196CommonSOLE
617446448MSMORGAN STANLEY$2.8M0.76%17,456CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$2.8M0.75%309,501CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.8M0.75%4,492CommonSOLE
92189F106GDXVANECK ETF TRUST$2.6M0.72%34,546CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2.6M0.70%39,716CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$2.5M0.68%106,447CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$2.3M0.62%76,747CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$2.2M0.59%29,433CommonSOLE
146869102CVNACARVANA CO$2.1M0.58%5,621CommonSOLE
03073E105CORCENCORA INC$2.1M0.58%6,752CommonSOLE
19247G107COHRCOHERENT CORP$2.1M0.58%19,582CommonSOLE
023135106AMZNAMAZON COM INC$2.0M0.56%9,334CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$2.0M0.55%35,231CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.0M0.55%20,576CommonSOLE
00287Y109ABBVABBVIE INC$1.9M0.52%8,229CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$1.9M0.51%149,855CommonSOLE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$1.9M0.51%163,764CommonSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$1.9M0.51%158,743CommonSOLE
46132C107VMOINVESCO MUN OPPORTUNITY TR$1.8M0.50%189,795CommonSOLE
09248F109BLACKROCK MUN INCOME TR$1.8M0.50%182,254CommonSOLE
09249N101BLEBLACKROCK MUNI INCOME TR II$1.8M0.49%173,248CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.8M0.49%3,627CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$1.8M0.48%60,545CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$1.8M0.48%18,091CommonSOLE
464287655IWMISHARES TR$1.7M0.46%7,020CommonSOLE
594918104MSFTMICROSOFT CORP$1.7M0.46%3,264CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$1.7M0.46%213,025CommonSOLE
464287697IDUISHARES TR$1.6M0.44%14,682CommonSOLE
980745103WWDWOODWARD INC$1.6M0.44%6,427CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.6M0.44%27,047CommonSOLE
020002101ALLALLSTATE CORP$1.6M0.44%7,554CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$1.6M0.44%28,507CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$1.6M0.43%39,328CommonSOLE
037833100AAPLAPPLE INC$1.5M0.42%6,037CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$1.5M0.42%97,016CommonSOLE
853666105SMPSTANDARD MTR PRODS INC$1.5M0.41%37,164CommonSOLE
002474104AZZAZZ INC$1.4M0.40%13,263CommonSOLE
05465C100AXAXOS FINANCIAL INC$1.4M0.39%17,040CommonSOLE
40416E103HCIHCI GROUP INC$1.4M0.39%7,488CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$1.4M0.39%11,277CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.4M0.39%21,259CommonSOLE
55405W104MYRGMYR GROUP INC DEL$1.4M0.39%6,795CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$1.4M0.38%7,057CommonSOLE
898402102TRMKTRUSTMARK CORP$1.4M0.38%34,781CommonSOLE
172908105CTASCINTAS CORP$1.4M0.37%6,584CommonSOLE
92337F107VCYTVERACYTE INC$1.3M0.37%38,964CommonSOLE
16679L109CHWYCHEWY INC$1.3M0.36%32,949CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$1.3M0.36%37,538CommonSOLE
90364P105PATHUIPATH INC$1.3M0.36%98,172CommonSOLE
00162Q452AMLPALPS ETF TR$1.3M0.36%27,746CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.3M0.35%4,000CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$1.3M0.35%5,258CommonSOLE
12653C108CNXCNX RES CORP$1.3M0.35%39,757CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$1.3M0.35%13,899CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$1.3M0.34%11,921CommonSOLE
671044105OSISOSI SYSTEMS INC$1.2M0.34%4,972CommonSOLE
22266M104COURCOURSERA INC$1.2M0.32%101,597CommonSOLE
465741106ITRIITRON INC$1.2M0.32%9,491CommonSOLE
896215209TRSTRIMAS CORP$1.2M0.32%30,521CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$1.2M0.32%69,905CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$1.2M0.32%68,055CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$1.1M0.31%19,718CommonSOLE
52603A208LCLENDINGCLUB CORP$1.1M0.31%74,811CommonSOLE
05945F103BANFBANCFIRST CORP$1.1M0.31%8,970CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.31%4,567CommonSOLE
03957W106AROCARCHROCK INC$1.1M0.30%42,026CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$1.1M0.30%39,955CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1.1M0.30%6,989CommonSOLE
86333M108LRNSTRIDE INC$1.1M0.29%7,241CommonSOLE
830879102SKYWSKYWEST INC$1.1M0.29%10,614CommonSOLE
014491104ALEXALEXANDER & BALDWIN INC NEW$1.1M0.29%58,525CommonSOLE
126349109CSNCSG SYS INTL INC$1.1M0.29%16,332CommonSOLE
624758108MWAMUELLER WTR PRODS INC$1.0M0.28%40,509CommonSOLE
92847W103VITLVITAL FARMS INC$1.0M0.28%25,092CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$1.0M0.28%82,846CommonSOLE
464288414MUBISHARES TR$1.0M0.28%9,635CommonSOLE
587376104MBWMMERCANTILE BK CORP$1.0M0.28%22,630CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$989,6080.27%44,377CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$989,4920.27%8,819CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$986,7300.27%6,906CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$981,5440.27%20,638CommonSOLE
74349Y761SEFPROSHARES TR$977,2040.27%31,248CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$972,4990.27%6,626CommonSOLE
95766Q106XWIAXWESTERN ASST INFLTN LKD INM$963,9810.26%114,487CommonSOLE
109641100EATBRINKER INTL INC$953,5210.26%7,527CommonSOLE
670663103NMCONUVEEN MUN CR OPPORTUNITIES$951,8130.26%87,603CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$943,3000.26%9,129CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$941,5500.26%88,868CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$933,5580.25%39,374CommonSOLE
33738R852FTXGFIRST TR EXCHANGE TRADED FD$917,2640.25%42,790CommonSOLE
30041R108EVEREVERQUOTE INC$910,8670.25%39,828CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$895,5090.24%29,265CommonSOLE
713448108PEPPEPSICO INC$881,6830.24%6,278CommonSOLE
09180C106BJRIBJS RESTAURANTS INC$871,8760.24%28,558CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$867,7270.24%6,297CommonSOLE
78468R556XOPSPDR SERIES TRUST$853,8800.23%6,459CommonSOLE
02079K107GOOGALPHABET INC$813,2140.22%3,339CommonSOLE
338307101FIVNFIVE9 INC$795,2850.22%32,863CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$756,5510.21%35,074CommonSOLE
219350105GLWCORNING INC$749,3450.20%9,135CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$749,3060.20%6,887CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$738,9340.20%3,457CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$727,5340.20%17,493CommonSOLE
58933Y105MRKMERCK & CO INC$719,1970.20%8,569CommonSOLE
G29183103ETNEATON CORP PLC$699,4740.19%1,869CommonSOLE
464286772EWYISHARES INC$687,6590.19%8,585CommonSOLE
464287598IWDISHARES TR$674,0870.18%3,311CommonSOLE
46435U853USHYISHARES TR$613,9070.17%16,250CommonSOLE
11135F101AVGOBROADCOM INC$592,5190.16%1,796CommonSOLE
031162100AMGNAMGEN INC$552,8300.15%1,959CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$499,7330.14%1,276CommonSOLE
95040Q104WELLWELLTOWER INC$488,1040.13%2,740CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$479,2440.13%2,338CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$471,7190.13%27,313CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$471,0400.13%4,808CommonSOLE
681919106OMCOMNICOM GROUP INC$469,7170.13%5,761CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$453,3700.12%23,214CommonSOLE
580135101MCDMCDONALDS CORP$451,2770.12%1,485CommonSOLE
90384S303ULTAULTA BEAUTY INC$438,4940.12%802CommonSOLE
12572Q105CMECME GROUP INC$426,3600.12%1,578CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$425,6760.12%2,712CommonSOLE
209115104EDCONSOLIDATED EDISON INC$418,5660.11%4,164CommonSOLE
78409V104SPGIS&P GLOBAL INC$414,1910.11%851CommonSOLE
704326107PAYXPAYCHEX INC$401,3230.11%3,166CommonSOLE
291011104EMREMERSON ELEC CO$399,1810.11%3,043CommonSOLE
902494103TSNTYSON FOODS INC$398,1820.11%7,333CommonSOLE
20030N101CMCSACOMCAST CORP NEW$383,0730.10%12,192CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$381,7500.10%4,273CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$379,6690.10%5,912CommonSOLE
79466L302CRMSALESFORCE INC$373,2750.10%1,575CommonSOLE
17275R102CSCOCISCO SYS INC$372,0000.10%5,437CommonSOLE
125269100CFCF INDS HLDGS INC$371,9860.10%4,147CommonSOLE
00724F101ADBEADOBE INC$364,3910.10%1,033CommonSOLE
040413205ANETARISTA NETWORKS INC$361,2160.10%2,479CommonSOLE
718546104PSXPHILLIPS 66$349,3000.10%2,568CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$349,1110.10%1,533CommonSOLE
20825C104COPCONOCOPHILLIPS$343,7410.09%3,634CommonSOLE
631103108NDAQNASDAQ INC$318,6860.09%3,603CommonSOLE
303250104FICOFAIR ISAAC CORP$312,7750.09%209CommonSOLE
718172109PMPHILIP MORRIS INTL INC$308,5050.08%1,902CommonSOLE
438516106HONHONEYWELL INTL INC$300,1730.08%1,426CommonSOLE
45784P101PODDINSULET CORP$297,6160.08%964CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$296,1670.08%1,201CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$296,0640.08%1,454CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$293,1620.08%2,185CommonSOLE
30231G102XOMEXXON MOBIL CORP$285,3710.08%2,531CommonSOLE
882508104TXNTEXAS INSTRS INC$284,2310.08%1,547CommonSOLE
29364G103ETRENTERGY CORP NEW$269,6920.07%2,894CommonSOLE
149123101CATCATERPILLAR INC$262,4330.07%550CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$248,7240.07%720CommonSOLE
571903202MARMARRIOTT INTL INC NEW$241,6890.07%928CommonSOLE
88579Y101MMM3M CO$228,8910.06%1,475CommonSOLE
049468101TEAMATLASSIAN CORPORATION$225,1770.06%1,410CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.