Wellington Grp LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 377,941
- Description
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- Website
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- Founded
- —
- 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 | 8/26/2026 | 144 | 377,941 | 13F-HR/A - RESTATEMENT | Wellington Grp LLC |
| Q2 2026 | 8/14/2026 | 394 | 324,634 | 13F-HR | Wellington Grp LLC |
| Q1 2026 | 5/22/2026 | 394 | 324,634 | 13F-HR | Wellington Grp LLC |
| Q4 2025 | 5/22/2026 | 397 | 300,414 | 13F-HR/A - RESTATEMENT | Wellington Grp LLC |
| Q4 2025 | 5/22/2026 | 1,017 | 303,505 | 13F-HR | Wellington Grp LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 165.8 K | 45.6% | 30.68 K | 0 | 30.68 K |
| ETFs | 198.1 K | 54.4% | 22.26 K | 0 | 22.26 K |
| Debt | 0 | 0.0% | 0 | 151 | -151 |
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Fund Snapshot
Q2 2026
Latest filed
8/26/2026
Total value ($000)
377,941
Holdings
144
QoQ value change ($000)
53,307
(16.4%)
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.