WULFF, HANSEN & CO.
SEC Form 13F institutional filer · CIK 0000108634
13F-HR · 70 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
37.7%
WULFF, HANSEN & CO. — $83.4M AUM allocation strategy
WULFF, HANSEN & CO. files SEC Form 13F and reports $83.4M of long US equity value across 70 reported holdings for 2026-03-31.
Its largest sector bet is Financials 13.4%, followed by Industrials 12.7% and Information Technology 8.7%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WULFF, HANSEN & CO. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$83.4M
total across 70 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +3.85K sh · +$238K+$AMZN +295 sh · −$376K+$MSFT +214 sh · −$965K
Biggest trims (shares)
−$INTC −920 sh · +$52.1K−$MDLZ −750 sh · +$42.6K−$CSX −737 sh · +$253K
Exited to nil (held last quarter, gone now)
$BX ($8.04M last qtr)$GOOG ($6.09M last qtr)$DHR ($233K last qtr)$FISV ($203K last qtr)$HPQ ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense8.0%—
- Diversified Banks6.8%—
- Pharmaceuticals5.3%—
- Broadline Retail4.9%—
- Technology Hardware, Storage & Peripherals4.6%—
- Systems Software4.2%—
- Personal Care Products3.4%—
- Rail Transportation2.8%—
- Other holdings60.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 19.7K | $4.11M | +295 | 4.9% |
| $RTX | RTX Corporation | 21.2K | $4.09M | +0 | 4.9% |
| $AAPL | Apple Inc | 15K | $3.8M | +52 | 4.6% |
| $JPM | JP Morgan Chase & Co | 12.1K | $3.56M | +0 | 4.3% |
| $MSFT | Microsoft Corporation | 9.41K | $3.49M | +214 | 4.2% |
| $PG | Procter & Gamble Company | 19.6K | $2.83M | -185 | 3.4% |
| $GE | GE Aerospace | 9.18K | $2.61M | +40 | 3.1% |
| $CSX | CSX Corporation | 58.3K | $2.39M | -737 | 2.9% |
| $JNJ | Johnson & Johnson | 9.38K | $2.29M | -90 | 2.8% |
…and 61 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.