Wny Asset Management
$1.1B 13F equity value
277 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wny Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 1,986,506 | $94M | 8.4% |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 3,749,326 | $84M | 7.5% |
| DFAC | DIMENSIONAL ETF TRUST | 1,867,759 | $83M | 7.4% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1,592,072 | $78M | 7.0% |
| DFAI | DIMENSIONAL ETF TRUST | 1,686,967 | $70M | 6.2% |
| JPST | J P MORGAN EXCHANGE TRADED F | 1,060,184 | $54M | 4.8% |
| JEMA | J P MORGAN EXCHANGE TRADED F | 611,253 | $39M | 3.5% |
| XLK | SELECT SECTOR SPDR TR | 203,947 | $39M | 3.5% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 455,055 | $36M | 3.2% |
| HECA | ETF OPPORTUNITIES TRUST | 1,165,639 | $32M | 2.8% |
Track Wny Asset Management's 13F portfolio: $1.1B in reported holdings, 277 positions. Top holdings and quarterly changes on SentiSense.
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