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Portfolio (Quarterly) Guide ↗

WRAPMANAGER INC

· CIK 0001266014
13F Portfolio $296M AUM 140 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 5 Added 122 Reduced 20 Exited
Page 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTEB VANGUARD MUN BD FDS 5,621.0 $283K 0.10% NEW $50.29 -0.8%
122 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 11,854.0 $276K 0.09% -2K -13.0% $23.31 -4.0%
123 VTWG VANGUARD SCOTTSDALE FDS 1,123.0 $265K 0.09% NEW $235.99 +15.2%
124 ABNB AIRBNB INC Consumer Cyclical 1,941.0 $263K 0.09% -391.0 -16.8% $135.72 -2.5%
125 MDYG SPDR SERIES TRUST 2,847.0 $263K 0.09% -1K -32.1% $92.43 +15.5%
126 DSI ISHARES TR 2,017.0 $260K 0.09% -19.0 -0.9% $128.83 +9.7%
127 XLK SELECT SECTOR SPDR TR 1,780.0 $256K 0.09% +641.0 +56.3% $143.97 +25.3%
128 EMBJ EMBRAER S.A. Industrials 3,961.0 $255K 0.09% -647.0 -14.0% $64.37 -10.5%
129 SAP SAP SE Technology 1,025.0 $249K 0.08% -300.0 -22.6% $242.91 -27.6%
130 IDXX IDEXX LABS INC Healthcare 341.0 $231K 0.08% $676.53 -17.3%
131 TOTALENERGIES SE 3,365.0 $220K 0.07% NEW $65.42
132 ENB ENBRIDGE INC Energy 4,509.0 $216K 0.07% -2K -26.6% $47.83 +21.3%
133 BCS BARCLAYS PLC Financial Services 8,299.0 $211K 0.07% NEW $25.45 -6.4%
134 SLYV SPDR SERIES TRUST 2,280.0 $207K 0.07% -807.0 -26.1% $90.97 +13.6%
135 HMY HARMONY GOLD MINING CO LTD Basic Materials 10,405.0 $207K 0.07% -2K -17.6% $19.90 -15.8%
136 SBUX STARBUCKS CORP Consumer Cyclical 2,438.0 $205K 0.07% -406.0 -14.3% $84.21 +22.4%
137 HWM HOWMET AEROSPACE INC Industrials 994.0 $204K 0.07% NEW $205.02 +25.1%
138 IWP ISHARES TR 1,486.0 $203K 0.07% NEW $136.94 +1.8%
139 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 12,048.0 $191K 0.07% -2K -15.9% $15.86 +22.3%
140 TIGR UP FINTECH HLDG LTD Financial Services 10,981.0 $105K 0.04% -759.0 -6.5% $9.56 -54.4%
Page 7 of 7  ·  140 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.3%
Communication Services 13.7%
Financial Services 11.6%
Consumer Cyclical 11.5%
Healthcare 8.9%
Industrials 4.9%
Consumer Defensive 4.8%
Energy 1.9%
Utilities 0.7%
Basic Materials 0.6%