Wellington Grp LLC
Wellington Grp LLC reported 144 positions worth $377.9M as of June 30, 2026 (13F filed August 26, 2026). Largest holding: RWJ (8.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RWJ | SH | $30.2M | 8.00% | 508,130 | — | — | |
| ▸ 2 | IGSB | SH | $25.5M | 6.74% | 485,916 | — | — | |
| ▸ 3 | VO | SH | $24.6M | 6.51% | 305,255 | — | — | |
| ▸ 4 | DBEF | SH | $18.2M | 4.82% | 333,089 | — | — | |
| ▸ 5 | BKLN | SH | $17.5M | 4.64% | 861,413 | — | — | |
| ▸ 6 | LLY | SH | $15.6M | 4.12% | 12,979 | — | — | |
| ▸ 7 | ICSH | SH | $14.3M | 3.79% | 283,412 | — | — | |
| ▸ 8 | TFLO | SH | $14.1M | 3.73% | 278,621 | — | — | |
| ▸ 9 | JPST | SH | $13.6M | 3.60% | 269,355 | — | — | |
| ▸ 10 | IWY | SH | $11.9M | 3.14% | 40,802 | — | — |
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Frequently Asked Questions
What stocks does Wellington Grp LLC hold as of Q2 2026?
Wellington Grp LLC reported 144 positions worth $377.9M in its Q2 2026 13F filing. Largest positions: RWJ (8.0%), IGSB (6.7%), VO (6.5%), DBEF (4.8%) and BKLN (4.6%).
What did Wellington Grp LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wellington Grp LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.