WULFF, HANSEN & CO.
RIA/Wealth
WULFF, HANSEN & CO. is a RIA/Wealth based in San Rafael, CA led by Robert John Pankratz, reporting $132.5M in AUM as of Q3 2025 with BX as the largest holding (8% allocation).
PresidentRobert John Pankratz
- Portfolio Value
- $116.2M
- Positions
- 101
- Top Holding
- BX at 7.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WULFF, HANSEN & CO.'s portfolio (38.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Asset Management Financial Services | $9.0M | 7.75% | -$148.3K Sold | 0.01% 52.7K shares | |
ETF ETF | $6.6M | 5.67% | -$26.9K Sold | — 8.8K shares | |
Software - Infrastructure Technology | $4.9M | 4.23% | -$212.4K Sold | 0.00% 9.5K shares | |
Internet Content & Information Communication Services | $4.8M | 4.12% | +$93.6K Bought | 0.00% 19.7K shares | |
Banks - Diversified Financial Services | $3.9M | 3.32% | — | 0.00% 12.2K shares | |
Consumer Electronics Technology | $3.8M | 3.31% | -$102.4K Sold | 0.00% 15.1K shares | |
Aerospace & Defense Industrials | $3.6M | 3.08% | -$3.5K Sold | 0.00% 21.4K shares | |
Household & Personal Products Consumer Defensive | $3.1M | 2.71% | -$9.2K Sold | 0.00% 20.5K shares | |
Aerospace & Defense Industrials | $2.8M | 2.43% | -$171.5K Sold | 0.00% 9.4K shares | |
Banks - Diversified Financial Services | $2.3M | 2.01% | — | 0.00% 45.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WULFF, HANSEN & CO.'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 | |
+10.4% | |
+8.56% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-43.37% |
Analytics
Portfolio insights and performance metrics for WULFF, HANSEN & CO.
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