WETZEL INVESTMENT ADVISORS, INC.
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 288,652
- 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 |
|---|---|---|---|---|---|
| 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 | 101.3 K | 35.1% | 12.93 K | 0 | 12.93 K |
| ETFs | 187.1 K | 64.8% | 24.58 K | 0 | 24.58 K |
| Debt | 215 | 0.1% | 0 | 383 | -383 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
288,652
Holdings
139
QoQ value change ($000)
37,127
(14.8%)
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.