WOLFF WIESE MAGANA LLC
All 13F Filings
- Location
- Carslbad, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 217,452
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/13/2026 | 1,027 | 217,452 | 13F-HR | WOLFF WIESE MAGANA LLC |
| Q1 2026 | 4/13/2026 | 983 | 181,227 | 13F-HR | WOLFF WIESE MAGANA LLC |
| Q4 2025 | 1/14/2026 | 945 | 182,614 | 13F-HR | WOLFF WIESE MAGANA LLC |
| Q3 2025 | 10/28/2025 | 959 | 176,536 | 13F-HR | WOLFF WIESE MAGANA LLC |
| Q2 2025 | 7/17/2025 | 984 | 161,495 | 13F-HR | WOLFF WIESE MAGANA LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 167.7 K | 77.1% | 29.06 K | 0 | 29.06 K |
| ETFs | 49.7 K | 22.9% | 8.098 K | 0 | 8.098 K |
| Debt | 19 | 0.0% | 0 | 888 | -888 |
| Other | 81 | 0.0% | 0 | 28 | -28 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
217,452
Holdings
1027
QoQ value change ($000)
36,225
(20.0%)
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.