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Showing Q1 2025 data
Wolf Group Capital Advisors's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Wolf Group Capital Advisors
•CIK: 1579111•Filing: Q1 2025
**Wolf Group Capital Advisors** manages $298M across a diversified portfolio of 166 positions. The fund exhibits a notable concentration in technology and sector-specific plays, with top holdings including XLG at $14.6M and HAWX at $11.8M. Significant allocations are also directed toward value and industrial sectors, evidenced by positions in VLUE ($10.5M) and FTGC ($10.1M). This positioning suggests a tactical, growth-oriented approach targeting market leaders across multiple indices.
Total AUM
$297.7M
QoQ Performance
+44.1%
Positions
131
Top 10 Concentration
31.2%
Latest Filing
Q1 2025
Top Holdings Allocation
XLG4.9%
HAWX4.0%
VLUE3.5%
FTGC3.4%
VTV3.0%
AAPL2.9%
ONEV2.7%
IWY2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.8%
Technology10.5%
Financial7.4%
Healthcare4.2%
Consumer2.4%
Communication1.2%
Materials0.6%
Energy0.5%
🚪 Exited Positionssold since Q4 2024
+11 more exited positions
Changes from Q4 2024
NEW80 new positions
↑30 increased
↓54 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023