Wakefield Asset Management LLLP Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$366.4B

Holdings

193

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
1
EFVISHARES TR
237,725$16.1B4.40%
2
EFGISHARES TR
140,317$16.0B4.36%
3
IEMGISHARES INC
162,618$10.7B2.93%
4
JPMJPMORGAN CHASE & CO.
20,201$6.4B1.74%
5
TBXPROSHARES TR
204,669$6.4B1.73%
6
METAMETA PLATFORMS INC
8,071$5.9B1.62%
7
NVDANVIDIA CORPORATION
30,328$5.7B1.54%
8
NFLXNETFLIX INC
4,521$5.4B1.48%
9
SCHESCHWAB STRATEGIC TR
159,528$5.3B1.45%
10
RSPINVESCO EXCHANGE TRADED FD T
26,407$5.0B1.37%
11
NEMNEWMONT CORP
59,353$5.0B1.37%
12
GOOGLALPHABET INC
20,070$4.9B1.33%
13
LRCXLAM RESEARCH CORP
36,041$4.8B1.32%
14
TTTRANE TECHNOLOGIES PLC
11,222$4.7B1.29%
15
FTITECHNIPFMC PLC
117,779$4.6B1.27%
16
SCHZSCHWAB STRATEGIC TR
196,654$4.6B1.26%
17
MPCMARATHON PETE CORP
23,849$4.6B1.25%
18
APHAMPHENOL CORP NEW
36,453$4.5B1.23%
19
THCTENET HEALTHCARE CORP
21,143$4.3B1.17%
20
VRTVERTIV HOLDINGS CO
27,438$4.1B1.13%
21
AQLTISHARES TR
47,122$4.1B1.12%
22
CCKCROWN HLDGS INC
41,776$4.0B1.10%
23
EWCISHARES INC
79,607$4.0B1.10%
24
EBAEBAY INC.
44,117$4.0B1.10%
25
TRVTRAVELERS COMPANIES INC
14,323$4.0B1.09%
26
AERAERCAP HOLDINGS NV
32,709$4.0B1.08%
27
HASHASBRO INC
50,362$3.8B1.04%
28
MDLZMONDELEZ INTL INC
60,808$3.8B1.04%
29
AESAES CORP
285,256$3.8B1.02%
30
RMERESMED INC
13,590$3.7B1.02%
31
VSTVISTRA CORP
18,847$3.7B1.01%
32
COFCAPITAL ONE FINL CORP
17,067$3.6B0.99%
33
TOTLSSGA ACTIVE ETF TR
87,585$3.6B0.97%
34
RBCRBC BEARINGS INC
9,013$3.5B0.96%
35
GILDGILEAD SCIENCES INC
31,346$3.5B0.95%
36
NLYANNALY CAPITAL MANAGEMENT IN
165,669$3.4B0.92%
37
CTVACORTEVA INC
49,101$3.3B0.91%
38
CBOECBOE GLOBAL MKTS INC
13,448$3.3B0.90%
39
LDOSLEIDOS HOLDINGS INC
17,057$3.2B0.88%
40
QQQDDIREXION SHS ETF TR
232,196$3.1B0.85%
41
DWDMORGAN STANLEY
17,456$2.8B0.76%
42
WIWWESTERN AST INFL LKD OPP & I
309,501$2.8B0.75%
43
VOOVANGUARD INDEX FDS
4,492$2.8B0.75%
44
GDXVANECK ETF TRUST
34,546$2.6B0.72%
45
IBITISHARES BITCOIN TRUST ETF
39,716$2.6B0.70%
46
SIRISIRIUSXM HOLDINGS INC
106,447$2.5B0.68%
47
PHYS/USPROTT ASSET MANAGEMENT LP
76,747$2.3B0.62%
48
AFRMAFFIRM HLDGS INC
29,433$2.2B0.59%
49
CVNACARVANA CO
5,621$2.1B0.58%
50
ABGCENCORA INC
6,752$2.1B0.58%
51
COHRCOHERENT CORP
19,582$2.1B0.58%
52
AMZNAMAZON COM INC
9,334$2.0B0.56%
53
TTMITTM TECHNOLOGIES INC
35,231$2.0B0.55%
54
VTWOVANGUARD SCOTTSDALE FDS
20,576$2.0B0.55%
55
ABBVABBVIE INC
8,229$1.9B0.52%
56
NZFNUVEEN MUNICIPAL CREDIT INC
149,855$1.9B0.51%
57
XNEAXNUVEEN AMT FREE QLTY MUN INC
163,764$1.9B0.51%
58
NADNUVEEN QUALITY MUNCP INCOME
158,743$1.9B0.51%
59
VMOINVESCO MUN OPPORTUNITY TR
189,795$1.8B0.50%
60
BFKBLACKROCK MUN INCOME TR
182,254$1.8B0.50%
61
BLEBLACKROCK MUNI INCOME TR II
173,248$1.8B0.49%
62
CRWDCROWDSTRIKE HLDGS INC
3,627$1.8B0.49%
63
EYENATIONAL VISION HLDGS INC
60,545$1.8B0.48%
64
ACLSAXCELIS TECHNOLOGIES INC
18,091$1.8B0.48%
65
IWMISHARES TR
7,020$1.7B0.46%
66
MSFTMICROSOFT CORP
3,264$1.7B0.46%
67
PMLPIMCO MUN INCOME FD II
213,025$1.7B0.46%
68
IDUISHARES TR
14,682$1.6B0.44%
69
WWDWOODWARD INC
6,427$1.6B0.44%
70
VGITVANGUARD SCOTTSDALE FDS
27,047$1.6B0.44%
71
ALSALLSTATE CORP
7,554$1.6B0.44%
72
VGLTVANGUARD SCOTTSDALE FDS
28,507$1.6B0.44%
73
PAHCPHIBRO ANIMAL HEALTH CORP
39,328$1.6B0.43%
74
AAPLAPPLE INC
6,037$1.5B0.42%
75
PSLV/USPROTT ASSET MANAGEMENT LP
97,016$1.5B0.42%
76
SMPSTANDARD MTR PRODS INC
37,164$1.5B0.41%
77
AZZAZZ INC
13,263$1.4B0.40%
78
BB4AXOS FINANCIAL INC
17,040$1.4B0.39%
79
HCIHCI GROUP INC
7,488$1.4B0.39%
80
ROADCONSTRUCTION PARTNERS INC
11,277$1.4B0.39%
81
PYPLPAYPAL HLDGS INC
21,259$1.4B0.39%
82
MYRGMYR GROUP INC DEL
6,795$1.4B0.39%
83
AWIARMSTRONG WORLD INDS INC NEW
7,057$1.4B0.38%
84
TRMKTRUSTMARK CORP
34,781$1.4B0.38%
85
CITCINTAS CORP
6,584$1.4B0.37%
86
VCYTVERACYTE INC
38,964$1.3B0.37%
87
CHWYCHEWY INC
32,949$1.3B0.36%
88
PARRPAR PAC HOLDINGS INC
37,538$1.3B0.36%
89
PATHUIPATH INC
98,172$1.3B0.36%
90
AMLPALPS ETF TR
27,746$1.3B0.36%
91
ELVELEVANCE HEALTH INC FORMERLY
4,000$1.3B0.35%
92
CRSCARPENTER TECHNOLOGY CORP
5,258$1.3B0.35%
93
CNXCNX RES CORP
39,757$1.3B0.35%
94
BSFAANI PHARMACEUTICALS INC
13,899$1.3B0.35%
95
MCRIMONARCH CASINO & RESORT INC
11,921$1.3B0.34%
96
OSISOSI SYSTEMS INC
4,972$1.2B0.34%
97
COURCOURSERA INC
101,597$1.2B0.32%
98
ITRIITRON INC
9,491$1.2B0.32%
99
TRSTRIMAS CORP
30,521$1.2B0.32%
100
MDPEDIATRIX MEDICAL GROUP INC
69,905$1.2B0.32%
Page 1 of 2Next