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Wakefield Asset Management LLLP

All holdings · as of Dec 31, 2025

201 positions

CompanyClassValueShares% of portfolio
SPDR SERIES TRUST$622.4K12,9700.2%
Five9 Inc$652.7K32,5520.2%
GLOBAL X FDS$656.5K10,8450.2%
AMGEN INC$662.8K2,0250.2%
INVESCO EXCHANGE TRADED FD T$662.9K20,8140.2%
Warner Bros. Discovery, Inc.$669.0K23,2140.2%
VANGUARD WORLD FD$675.6K2,3470.2%
PROGRESSIVE CORP/OH$675.6K2,9670.2%
Datadog, Inc.$680.0K5,0000.2%
SCHWAB STRATEGIC TR$734.9K35,1790.2%
Vital Farms, Inc.$791.7K24,7870.2%
ISHARES INC$815.6K8,3890.2%
Snowflake Inc.$823.0K3,7520.2%
ABRDN PLATINUM ETF TRUST$846.0K4,5380.2%
Merck & Co., Inc.$876.9K8,3310.2%
ITRON, INC.$885.0K9,5310.2%
VANGUARD INTL EQUITY INDEX F$888.3K6,2970.2%
Palantir Technologies Inc$889.6K5,0050.2%
PEPSICO INC$901.0K6,2780.2%
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUNDWIWClosed-End Fund$905.6K105,4280.2%
Nuveen Municipal Credit Opportunities FundNMCOClosed-End Fund$918.5K89,7860.2%
Paymentus Holdings, Inc.$929.4K29,4220.3%
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUNDNMZClosed-End Fund$931.1K91,3760.3%
Mueller Water Products Inc$965.5K40,5330.3%
PAR PACIFIC HOLDINGS, INC.$968.4K27,5590.3%
SELECT SECTOR SPDR TR$976.1K8,1740.3%
SELECT SECTOR SPDR TR$982.7K17,9430.3%
DIREXION SHS ETF TR$986.1K85,6400.3%
PROSHARES TR$989.1K48,5310.3%
DIREXION SHS ETF TR$989.6K57,2990.3%
BLACKROCK MUNIYIELD QUALITY FUND, INC.MQYClosed-End Fund$997.1K88,2360.3%
EATON VANCE NATL MUN OPPORT$1.01M60,0120.3%
CURBLINE PROPERTIES CORP$1.02M44,0380.3%
ISHARES TR$1.04M9,7530.3%
Alphabet Inc.$1.05M3,3390.3%
Skyward Specialty Insurance Group, Inc.$1.06M20,7210.3%
CIMPRESS plc$1.07M16,0070.3%
SKYWEST INC$1.07M10,6490.3%
TRIMAS CORP$1.07M30,1820.3%
TransMedics Group, Inc.$1.07M8,8010.3%
EverQuote, Inc.$1.08M39,8560.3%
BRINKER INTERNATIONAL, INC$1.08M7,5130.3%
Mercantile Bank Corporation$1.08M22,4180.3%
SPROTT ASSET MANAGEMENT LP$1.09M64,4760.3%
Archrock Inc$1.10M42,1150.3%
VERACYTE INC$1.10M26,0660.3%
RIGEL PHARMACEUTICALS, INC.$1.10M25,6510.3%
ANI PHARMACEUTICALS INC$1.10M13,9380.3%
Phibro Animal Health Corp$1.12M29,9640.3%
BJ's Restaurants Inc$1.13M28,6580.3%
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