WELLINGTON-ALTUS USA INC.
All 13F Filings
- Location
- Winnipeg, Manitoba, A2
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 140,331
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 9/17/2026 | 661 | 140,331 | 13F-HR | WELLINGTON-ALTUS USA INC. |
| Q1 2026 | 9/17/2026 | 695 | 169,725 | 13F-HR | WELLINGTON-ALTUS USA INC. |
| Q4 2025 | 9/17/2026 | 672 | 135,034 | 13F-HR | WELLINGTON-ALTUS USA INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.58 K | 46.7% | 0 | 6.414 K | -6.414 K |
| ETFs | 72.57 K | 51.7% | 0 | 22.53 K | -22.53 K |
| Debt | 2.16 K | 1.5% | 0 | 433 | -433 |
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Fund Snapshot
Q2 2026
Latest filed
9/17/2026
Total value ($000)
140,331
Holdings
661
QoQ value change ($000)
-29,394
(-17.3%)
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.