Whipplewood Advisors, LLC New Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EIC
Eagle Point Income CO Inc.

N/A
161K
New
$12.8 - $15.19 $2.06M - $2.44M
161K $2.2B
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
59.5K
New
$15.82 - $16.65 $942K - $991K
59.5K $987M
PHK
Pimco High Income Fund

Financial Services
205K
New
$4.43 - $4.88 $907K - $999K
205K $982M
PFN
Pimco Income Strategy Fund Ii

Financial Services
133K
New
$6.87 - $7.56 $912K - $1M
133K $981M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
46.6K
New
$14.19 - $19.22 $661K - $896K
46.6K $895M
TSI
Tcw Strategic Income Fund Inc

Financial Services
158K
New
$4.73 - $4.96 $749K - $785K
158K $772M
FSK
Fs Kkr Capital Corp

Financial Services
24.1K
New
$17.95 - $21.5 $433K - $519K
24.1K $501M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
34.8K
New
$13.55 - $16.25 $472K - $566K
34.8K $476M
MPV
Barings Participation Investors

Financial Services
21.8K
New
$15.85 - $20.11 $345K - $438K
21.8K $438M
American Beacon Advisors Inc
6.23K
New
N/A
6.23K $207M
DOCU
Docusign, Inc.

Technology
1.3K
New
$70.35 - $93.84 $91.5K - $122K
1.3K $101M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.06K
New
$17.76 - $22.1 $72K - $89.6K
4.06K $89.6M
Innovator Capital Management LLC
2.17K
New
N/A
2.17K $56.3M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
3.82K
New
$10.35 - $11.31 $39.5K - $43.2K
3.82K $43.2M
Capital Research And Management CO
1.45K
New
N/A
1.45K $42.3M
RBLX
Roblox Corp

Communication Services
325
New
$51.22 - $105.59 $16.6K - $34.3K
325 $34.2M
Capital Research And Management CO
680
New
N/A
680 $22.4M
DGRO
Ishares Core Dividend Growth E

ETFs
249
New
$55.22 - $63.94 $13.7K - $15.9K
249 $15.9M
NVR
Nvr Inc

Consumer Cyclical
1
New
$6700.0 - $7410.93 $6.7K - $7.41K
1 $7.39M
KEP
Korea Electric Power Corp

Utilities
325
New
$7.24 - $14.63 $2.35K - $4.75K
325 $4.63M
TRMB
Trimble Inc.

Technology
55
New
$55.12 - $75.98 $3.03K - $4.18K
55 $4.18M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
171
New
$14.1 - $22.95 $2.41K - $3.92K
171 $3.69M
TPR
Tapestry, Inc.

Consumer Cyclical
41
New
$60.6 - $87.81 $2.48K - $3.6K
41 $3.6M
NSSC
Napco Security Technologies, Inc

Industrials
108
New
$19.82 - $29.82 $2.14K - $3.22K
108 $3.21M
GLDM
World Gold Trust

ETFs
47
New
$58.96 - $67.97 $2.77K - $3.19K
47 $3.08M
ESE
Esco Technologies Inc

Technology
13
New
$139.86 - $194.5 $1.82K - $2.53K
13 $2.49M
MASI
Masimo Corp

Healthcare
14
New
$144.4 - $171.97 $2.02K - $2.41K
14 $2.36M
KLIC
Kulicke & Soffa Industries Inc

Technology
64
New
$27.65 - $35.38 $1.77K - $2.26K
64 $2.21M
STRL
Sterling Construction CO Inc

Industrials
9
New
$104.96 - $231.51 $945 - $2.08K
9 $2.08M
WETF
Wisdom Tree Investments, Inc.

Financial Services
180
New
N/A
180 $2.07M
TPC
Tutor Perini Corp

Industrials
29
New
$19.63 - $46.85 $569 - $1.36K
29 $1.36M
CBRE
Cbre Group, Inc.

Real Estate
9
New
$113.94 - $140.12 $1.03K - $1.26K
9 $1.26M
PTGX
Protagonist Therapeutics, Inc

Healthcare
22
New
$40.89 - $56.37 $900 - $1.24K
22 $1.22M
SVC
Service Properties Trust

Real Estate
464
New
$1.78 - $2.63 $826 - $1.22K
464 $1.11M
Dave Inc
4
New
N/A
4 $1.07M
PSMT
Pricesmart Inc

Consumer Defensive
10
New
$82.12 - $108.35 $821 - $1.08K
10 $1.05M
STNG
Scorpio Tankers Inc.

Energy
26
New
$31.86 - $44.3 $828 - $1.15K
26 $1.02M
WRBY
Warby Parker Inc.

Healthcare
46
New
$14.0 - $22.6 $644 - $1.04K
46 $1.01M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
40
New
$20.54 - $29.09 $822 - $1.16K
40 $896K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
11
New
$64.31 - $75.93 $707 - $835
11 $748K
OMC
Omnicom Group Inc.

Communication Services
10
New
$69.22 - $79.77 $692 - $798
10 $719K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
28
New
$14.29 - $26.02 $400 - $729
28 $698K
CFLT
Confluent, Inc.

Technology
28
New
$19.44 - $24.93 $544 - $698
28 $698K
ALHC
Alignment Healthcare, Inc.

Healthcare
49
New
$13.7 - $19.78 $671 - $969
49 $686K
TDUP
Thred Up Inc.

Consumer Cyclical
91
New
$2.46 - $8.46 $224 - $770
91 $682K
AES
Aes Corp

Utilities
61
New
$9.63 - $12.55 $587 - $766
61 $642K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
21
New
$26.63 - $32.97 $559 - $692
21 $637K
NWN
Northwest Natural Holding CO

Utilities
15
New
$39.62 - $44.11 $594 - $662
15 $596K
LUV
Southwest Airlines CO

Industrials
17
New
$24.04 - $34.36 $409 - $584
17 $551K
Activity Summary
Buys All Purchases 593 New Holdings 68 Increased Positions 525 Sells All Sells 600 Reductions 599 Sold out 1 Options Calls 0 Puts 0
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