WETZEL INVESTMENT ADVISORS, INC.
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 246,941
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 132 | 246,941 | 13F-HR | WETZEL INVESTMENT ADVISORS, INC. |
| Q3 2025 | 10/27/2025 | 129 | 234,343 | 13F-HR | WETZEL INVESTMENT ADVISORS, INC. |
| Q2 2025 | 7/18/2025 | 123 | 218,679 | 13F-HR | WETZEL INVESTMENT ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140.8 K | 57.0% | 9.116 K | 0 | 9.116 K |
| ETFs | 104.5 K | 42.3% | 3.473 K | 0 | 3.473 K |
| Debt | 358 | 0.1% | 96 | 0 | 96 |
| Other | 1.259 K | 0.5% | 0 | 94 | -94 |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
246,941
Holdings
132
QoQ value change ($000)
12,598
(5.4%)
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.