Wolf Group Capital Advisors has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $290 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $14.6M, Ishares Tr Currency Hedged Msc with a value of $11.8M, Ishares Msci Usa Value Factor with a value of $10.5M, First Trust Global Tactical CO with a value of $10.1M, and Vanguard Value ETF with a value of $8.91M.
Examining the 13F form we can see an increase of $59.4M in the current position value, from $231M to 290M.
Below you can find more details about Wolf Group Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$290 Million
ETFs: $156 Million
Technology: $30.4 Million
Financial Services: $29 Million
Healthcare: $22.7 Million
Consumer Cyclical: $14.9 Million
Industrials: $13.6 Million
Communication Services: $11.7 Million
Consumer Defensive: $8.21 Million
Other: $3.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
