Wakefield Asset Management LLLP - Portfolio overview

Wakefield Asset Management LLLP has 265 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. EFV - ISHARES TR, 3.69%
2. EFG - ISHARES TR, 3.54%
3. IEMG - ISHARES INC, 2.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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