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Home > Institutional Investor > Wakefield Asset Management Lllp > 13F Holdings

Instuitional Investor - Wakefield Asset Management Lllp

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 267,845 $14,053,828 4.74%
2.
Ishares Tr
 137,632 $13,326,907 4.49%
3.
Proshares Tr
 208,043 $8,816,863 2.97%
4.
Ishares Inc
 157,435 $8,221,266 2.77%
5.
Invesco Exchange Traded Fd T
 41,105 $7,202,830 2.43%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)