Wny Asset Management, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $865 Million distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $91.1M, Capital Group Growth ETF Shs C with a value of $84.2M, Capital Group Divid Value ETF with a value of $77M, Dimensional ETF Tr U S Core Eq with a value of $66.3M, and Dimensional ETF Tr with a value of $58.3M.
Examining the 13F form we can see an increase of $62.7M in the current position value, from $802M to 865M.
Wny Asset Management, LLC is based out at Williamsville, NY
Below you can find more details about Wny Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$865 Million
ETFs: $737 Million
Financial Services: $30.5 Million
Technology: $27.2 Million
Communication Services: $21.4 Million
Consumer Cyclical: $11.9 Million
Healthcare: $11 Million
Energy: $7.08 Million
Consumer Defensive: $6.18 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
