WETZEL INVESTMENT ADVISORS, INC.
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 289,876
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 133 | 289,876 | 13F-HR | WETZEL INVESTMENT ADVISORS, INC. |
| Q2 2026 | 7/23/2026 | 139 | 288,652 | 13F-HR | WETZEL INVESTMENT ADVISORS, INC. |
| Q1 2026 | 4/22/2026 | 131 | 251,525 | 13F-HR | WETZEL INVESTMENT ADVISORS, INC. |
| 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 | 103 K | 35.5% | 1.701 K | 0 | 1.701 K |
| ETFs | 186.8 K | 64.5% | 0 | 260 | -260 |
| Debt | 0 | 0.0% | 0 | 215 | -215 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
289,876
Holdings
133
QoQ value change ($000)
1,224
(0.4%)
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.