Wilkinson Global Asset Management LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,258,897
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 62 | 1,258,897 | 13F-HR | Wilkinson Global Asset Management LLC |
| Q1 2026 | 5/13/2026 | 60 | 1,312,840 | 13F-HR | Wilkinson Global Asset Management LLC |
| Q4 2025 | 2/11/2026 | 63 | 1,464,103 | 13F-HR | Wilkinson Global Asset Management LLC |
| Q3 2025 | 11/4/2025 | 66 | 1,589,672 | 13F-HR | Wilkinson Global Asset Management LLC |
| Q2 2025 | 8/11/2025 | 70 | 1,590,334 | 13F-HR | Wilkinson Global Asset Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.243 M | 98.7% | 0 | 68.82 K | -68.82 K |
| ETFs | 16.15 K | 1.3% | 14.88 K | 0 | 14.88 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,258,897
Holdings
62
QoQ value change ($000)
-53,943
(-4.1%)
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.