Managers / Q3 2021 · view latest →
WIPFLI FINANCIAL ADVISORS LLC,
CIK 0001830600 · 100000 INNOVATION DR., SUITE 250, MILWAUKEE, WI, 53226 · 6082702918
Reported Value
$784.4B
Q3 2021
Positions
42
Filings on Record
8
2019–present window
Filed
Oct 13, 2021
original filing
Summary
Wipfli Financial Advisors Llc, reported $784.4B in U.S.-listed holdings across 42 positions for Q3 2021.
Its largest position, Ishares Tr, represents 17.5% of the portfolio.
Compared with Q2 2021, the fund opened 2 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 99.9% · $783.9B
- Common Stock · 0.1% · $463M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2022 | $1.4B | 2,676 | Oct 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $919.7B | 85 | Jul 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $990.5B | 96 | Apr 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $871.9B | 46 | Jan 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $784.4B | 42 | Oct 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $708.1B | 43 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $183.7B | 33 | May 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $167.8B | 37 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.