Wilkinson Global Asset Management LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,312,840
- 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 |
|---|---|---|---|---|---|
| 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 | 1.312 M | 99.9% | 0 | 152.5 K | -152.5 K |
| ETFs | 1.268 K | 0.1% | 1.268 K | 0 | 1.268 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
1,312,840
Holdings
60
QoQ value change ($000)
-151,263
(-10.3%)
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.