WETZEL INVESTMENT ADVISORS, INC.

Q1 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$251,525
Net value change ($000)
+4,584 (1.9%)
New positions
4
Sold out positions
5
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 2,157 14.3%
DYNF 1,727 67.0%
SFLR 1,248 7.8%
EMGF 949 78.7%
JHMM 809 26.0%
WMT 672 36.4%
MPC 607 46.4%
BRTR 596 5.6%
APA 576 109.9%
NBSD 520 67.0%
Top Reduces (Value $000, Stocks/ETFs)
IWF -2,120 -8.2%
LLY -1,302 -11.2%
JPM -1,175 -9.1%
MSFT -673 -31.1%
AAPL -423 -10.6%
VXUS -274 -2.1%
GOOGL -261 -14.9%
MDT -260 -100.0%
UNH -247 -100.0%
ICE -232 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type