Wellesley Asset Management
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 960,809
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 54 | 960,809 | 13F-HR/A - RESTATEMENT | Wellesley Asset Management |
| Q4 2025 | 2/6/2026 | 54 | 672,214 | 13F-HR | Wellesley Asset Management |
| Q3 2025 | 10/21/2025 | 56 | 998,841 | 13F-HR | Wellesley Asset Management |
| Q2 2025 | 8/5/2025 | 64 | 1,049,193 | 13F-HR | Wellesley Asset Management |
| Q2 2014 | 8/11/2014 | 80 | 1,591,342 | 13F-HR | Wellesley Investment Advisors |
| Q1 2014 | 5/13/2014 | 91 | 1,557,547 | 13F-HR | Wellesley Investment Advisors |
| Q4 2013 | 3/25/2014 | 92 | 1,417,187 | 13F-HR/A - RESTATEMENT | Wellesley Investment Advisors |
| Q4 2013 | 2/14/2014 | 91 | 1,665,395 | 13F-HR | Wellesley Investment Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Debt | 960.8 K | 100.0% | 0 | 38.03 K | -38.03 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
960,809
Holdings
54
QoQ value change ($000)
-38,032
(-3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.