Wallace Foundation
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 226,743
- Description
- —
- 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 | 8/14/2026 | 1 | 226,743 | 13F-HR | Wallace Foundation |
| Q1 2026 | 8/14/2026 | 1 | 196,711 | 13F-HR | Wallace Foundation |
| Q4 2025 | 8/14/2026 | 1 | 205,794 | 13F-HR | Wallace Foundation |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 226.7 K | 100.0% | 30.03 K | 0 | 30.03 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
226,743
Holdings
1
QoQ value change ($000)
30,032
(15.3%)
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.