WITTENBERG INVESTMENT MANAGEMENT, INC.
All 13F Filings
- Location
- Carlisle, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 269,014
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 74 | 269,014 | 13F-HR | WITTENBERG INVESTMENT MANAGEMENT, INC. |
| Q4 2025 | 2/13/2026 | 72 | 260,700 | 13F-HR | WITTENBERG INVESTMENT MANAGEMENT, INC. |
| Q3 2025 | 11/13/2025 | 75 | 252,034 | 13F-HR | WITTENBERG INVESTMENT MANAGEMENT, INC. |
| Q2 2025 | 8/11/2025 | 76 | 229,005 | 13F-HR | WITTENBERG INVESTMENT MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 268.5 K | 99.8% | 8.301 K | 0 | 8.301 K |
| ETFs | 507 | 0.2% | 16 | 0 | 16 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
269,014
Holdings
74
QoQ value change ($000)
8,314
(3.2%)
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.