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Portfolio (Quarterly) Guide ↗

WOLFF WIESE MAGANA LLC

· CIK 0001832097
13F Portfolio $181M AUM 983 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New 169 Added 98 Reduced 52 Exited
Page 9 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WYNN WYNN RESORTS LTD Consumer Cyclical 28.0 $3K 0.00% +14.0 +100.0% $101.57 -0.2%
162 LVS LAS VEGAS SANDS CORP Consumer Cyclical 52.0 $3K 0.00% +26.0 +100.0% $53.88 -5.5%
163 CDNS CADENCE DESIGN SYSTEM INC Technology 10.0 $3K 0.00% +5.0 +100.0% $277.90 +33.8%
164 EFV ISHARES TR 37.0 $3K 0.00% +22.0 +146.7% $74.35 +6.3%
165 IP INTERNATIONAL PAPER CO Consumer Cyclical 63.0 $2K 0.00% +46.0 +270.6% $35.54 -9.2%
166 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 25.0 $2K 0.00% +10.0 +66.7% $61.36 -14.1%
167 GDDY GODADDY INC Technology 10.0 $827.0 +5.0 +100.0% $82.70 +6.0%
168 NWL NEWELL BRANDS INC Consumer Defensive 77.0 $263.0 +2.0 +2.7% $3.42 +7.4%
169 ONL ORION PROPERTIES INC Real Estate 21.0 $45.0 +1.0 +5.0% $2.14 +37.9%
Page 9 of 9  ·  169 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 29.4%
Financial Services 20.9%
Healthcare 14.7%
Industrials 8.6%
Consumer Defensive 8.1%
Consumer Cyclical 6.2%
Communication Services 4.2%
Real Estate 2.8%
Utilities 2.8%
Energy 1.9%