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WETZEL INVESTMENT ADVISORS, INC.
WETZEL INVESTMENT ADVISORS, INC. is an institution, managing $233.4M across 128 long positions as of Q3 2025 with 70% ETF concentration, 53% concentrated in top 10 holdings, and minimal technology exposure.
- Portfolio Value
- $233.4M
- Positions
- 128
- Top Holding
- IWF at 11.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WETZEL INVESTMENT ADVISORS, INC.'s portfolio (53.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.8M | 11.06% | -$289.5K Sold | — 55.1K shares | |
ETF ETF | $15.4M | 6.58% | +$31.9K Bought | — 25.0K shares | |
ETF ETF | $14.9M | 6.38% | +$537.1K Bought | — 413.0K shares | |
ETF ETF | $14.3M | 6.11% | -$25.5K Sold | — 76.1K shares | |
ETF ETF | $13.4M | 5.73% | -$168.8K Sold | — 182.0K shares | |
Banks - Diversified Financial Services | $12.7M | 5.45% | -$1.2M Sold | 0.00% 40.4K shares | |
Unknown Unknown | $10.3M | 4.42% | +$756.3K Bought | — 202.4K shares | |
Drug Manufacturers - General Healthcare | $7.4M | 3.16% | +$6.1K Bought | 0.00% 9.7K shares | |
ETF ETF | $5.0M | 2.15% | +$644.0K Bought | — 7.5K shares | |
ETF ETF | $5.0M | 2.13% | -$107.0K Sold | — 23.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WETZEL INVESTMENT ADVISORS, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+23.79% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for WETZEL INVESTMENT ADVISORS, INC.
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