WULFF, HANSEN & CO. Portfolio Holdings
Q3 2025•101 long positions•$116.2M portfolio value
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Holding105 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Asset Management Financial Services | $9.0M 7.75% | -$148.3K Sold | 0.007% 52.7K shares | 53.6K → 52.7K −$148.3K | -1.62% | $133.37B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.6M 5.67% | -$26.9K Sold | — 8.8K shares | 8.9K → 8.8K −$26.9K | -0.41% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $4.9M 4.23% | -$212.4K Sold | 0.0% 9.5K shares | 9.9K → 9.5K −$212.4K | -4.15% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $4.8M 4.12% | +$93.6K Bought | 0.0% 19.7K shares | 19.3K → 19.7K +$93.6K | +1.99% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $3.9M 3.32% | — | 0.0% 12.2K shares | — | — | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $3.8M 3.31% | -$102.4K Sold | 0.0% 15.1K shares | 15.5K → 15.1K −$102.4K | -2.59% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $3.6M 3.08% | -$3.5K Sold | 0.002% 21.4K shares | 21.4K → 21.4K −$3.5K | -0.1% | $223.98B Mega Cap | Q4 2021 Held for 3y 11m | |
Household & Personal Products Consumer Defensive | $3.1M 2.71% | -$9.2K Sold | 0.001% 20.5K shares | 20.5K → 20.5K −$9.2K | -0.29% | $359.62B Mega Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $2.8M 2.43% | -$171.5K Sold | 0.001% 9.4K shares | 10.0K → 9.4K −$171.5K | -5.73% | $319.00B Mega Cap | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $2.3M 2.01% | — | 0.001% 45.3K shares | — | — | $382.12B Mega Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $2.2M 1.94% | — | 0.002% 32.8K shares | — | — | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
Railroads Industrials | $2.1M 1.81% | -$1.2K Sold | 0.003% 59.1K shares | 59.2K → 59.1K −$1.2K | -0.06% | $66.2B Large Cap | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $1.9M 1.66% | -$140.8K Sold | 0.0% 3.8K shares | 4.1K → 3.8K −$140.8K | -6.81% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $1.9M 1.62% | -$1.4M Sold | 0.0% 2.0K shares | 3.6K → 2.0K −$1.4M | -43.37% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.8M 1.54% | -$45.7K Sold | 0.0% 9.6K shares | 9.8K → 9.6K −$45.7K | -2.49% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Tobacco Consumer Defensive | $1.8M 1.54% | +$2.4K Bought | 0.001% 11.0K shares | 11.0K → 11.0K +$2.4K | +0.14% | $252.48B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $1.8M 1.52% | — | 0.0% 9.5K shares | — | — | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $1.7M 1.49% | -$609.4K Sold | 0.0% 5.1K shares | 6.8K → 5.1K −$609.4K | -26.1% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
Diversified Utilities Utilities | $1.7M 1.47% | +$83.9K Bought | 0.011% 51.9K shares | 49.3K → 51.9K +$83.9K | +5.17% | $15.2B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 1.46% | -$239.6 Sold | — 7.1K shares | 7.1K → 7.1K −$239.6 | -0.01% | — — | Q4 2021 Held for 3y 11m | |
Engineering & Construction Industrials | $1.7M 1.46% | -$394.3K Sold | 0.119% 17.5K shares | 21.6K → 17.5K −$394.3K | -18.89% | $1.4B Small Cap | Q4 2021 Held for 3y 11m | |
Home Improvement Consumer Cyclical | $1.6M 1.41% | -$10.1K Sold | 0.0% 4.1K shares | 4.1K → 4.1K −$10.1K | -0.61% | $403.32B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $1.5M 1.28% | -$37.8K Sold | 0.001% 17.7K shares | 18.2K → 17.7K −$37.8K | -2.48% | $209.64B Mega Cap | Q4 2021 Held for 3y 11m | |
Food Confectioners Consumer Defensive | $1.5M 1.28% | -$6.9K Sold | 0.002% 23.8K shares | 23.9K → 23.8K −$6.9K | -0.46% | $80.8B Large Cap | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $1.5M 1.27% | +$10.4K Bought | 0.008% 10.6K shares | 10.5K → 10.6K +$10.4K | +0.71% | $19.3B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 1.21% | -$12.3K Sold | — 51.6K shares | 52.0K → 51.6K −$12.3K | -0.87% | — — | Q3 2023 Held for 2y 2m | |
Regulated Water Utilities | $1.3M 1.14% | — | 0.005% 9.5K shares | — | — | $27.2B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $1.3M 1.1% | -$5.4K Sold | 0.0% 8.2K shares | 8.2K → 8.2K −$5.4K | -0.43% | $312.88B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 1.06% | +$27.6K Bought | — 2.0K shares | 2.0K → 2.0K +$27.6K | +2.29% | — — | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $1.2M 1.04% | -$225.5K Sold | 0.001% 5.6K shares | 6.6K → 5.6K −$225.5K | -15.72% | $163.20B Large Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $1.2M 1.0% | — | 0.001% 2.3K shares | — | — | $116.55B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 1.0% | -$53.0K Sold | — 14.5K shares | 15.2K → 14.5K −$53.0K | -4.36% | — — | Q4 2023 Held for 1y 11m | |
Renewable Utilities Utilities | $1.1M 0.972% | -$148.2K Sold | 0.001% 1.8K shares | 2.1K → 1.8K −$148.2K | -11.6% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $1.1M 0.952% | — | 0.0% 10.7K shares | — | — | $821.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Industrial Materials Basic Materials | $1.1M 0.95% | -$122.6K Sold | 0.009% 16.5K shares | 18.3K → 16.5K −$122.6K | -10.0% | $11.9B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $1.1M 0.947% | +$15.2K Bought | 0.0% 9.8K shares | 9.6K → 9.8K +$15.2K | +1.4% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.0M 0.878% | — | — 41.2K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Copper Basic Materials | $1.0M 0.871% | — | 0.002% 25.8K shares | — | — | $56.3B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.0M 0.869% | -$26.4K Sold | 0.0% 3.1K shares | 3.1K → 3.1K −$26.4K | -2.55% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
Regulated Electric Utilities | $983.8K 0.847% | +$13.6K Bought | 0.001% 8.0K shares | 7.8K → 8.0K +$13.6K | +1.4% | $96.2B Large Cap | Q4 2021 Held for 3y 11m | |
Regulated Water Utilities | $974.0K 0.838% | -$19.7K Sold | 0.036% 21.2K shares | 21.7K → 21.2K −$19.7K | -1.99% | $2.7B Mid Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $935.4K 0.805% | -$57.4K Sold | — 20.2K shares | 21.4K → 20.2K −$57.4K | -5.78% | — — | Q2 2024 Held for 1y 5m | |
Agricultural - Machinery Industrials | $904.2K 0.778% | -$119.3K Sold | 0.0% 1.9K shares | 2.1K → 1.9K −$119.3K | -11.66% | $223.53B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $892.8K 0.768% | -$18.8K Sold | — 16.8K shares | 17.2K → 16.8K −$18.8K | -2.07% | — — | Q4 2021 Held for 3y 11m | |
Waste Management Industrials | $859.7K 0.74% | +$18.8K Bought | 0.001% 3.9K shares | 3.8K → 3.9K +$18.8K | +2.23% | $89.0B Large Cap | Q4 2021 Held for 3y 11m | |
REIT - Office Real Estate | $857.7K 0.738% | — | 0.001% 5.0K shares | — | — | $59.0B Large Cap | Q4 2021 Held for 3y 11m | |
Regulated Electric Utilities | $833.8K 0.718% | — | 0.001% 8.8K shares | — | — | $104.25B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $801.5K 0.69% | -$90.1K Sold | — 1.3K shares | 1.5K → 1.3K −$90.1K | -10.1% | — — | Q1 2025 Held for 8 months | |
Communication Equipment Technology | $677.2K 0.583% | -$39.3K Sold | 0.001% 1.5K shares | 1.6K → 1.5K −$39.3K | -5.49% | $76.2B Large Cap | Q4 2021 Held for 3y 11m | |
Home Improvement Consumer Cyclical | $669.3K 0.576% | — | 0.188% 30.5K shares | — | — | $356.7M Small Cap | Q4 2021 Held for 3y 11m |
