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Institutional

WAFRA INC.

CIK 0000920440
$6.0M
Reported AUM
1
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · WAFRA INC. · Q1 2026

AI · grounded in 13F

WAFRA INC. reported no changes to its 13F holdings for 2026-03-31 relative to 2025-12-31.

Portfolio · Q1 2026

CMTG$6.0MWI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1CMTGCLAROS MTG TR INC$2.42-4.35%-16.84%-80.21%$6.0M100.00%HELD

Source: SEC EDGAR · accession 0001172661-26-001841. 13F discloses long positions only — shorts, foreign equities, and options are excluded.