Managers / Q3 2022
WIPFLI FINANCIAL ADVISORS LLC,
CIK 0001830600 · 100000 INNOVATION DR., SUITE 250, MILWAUKEE, WI, 53226 · 6082702918
Reported Value
$1.4B
Q3 2022
Positions
2,676
Filings on Record
8
2019–present window
Filed
Oct 26, 2022
original filing
Summary
Wipfli Financial Advisors Llc, reported $1.4B in U.S.-listed holdings across 2,676 positions for Q3 2022.
Its largest position, IDEV, represents 10.5% of the portfolio.
Compared with Q2 2022, the fund opened 2562 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2022
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 ↗.