Wakefield Asset Management LLLP Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$358.1B

Holdings

205

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
101
HCIHCI GROUP INC
7,518$1.1B0.32%
102
SMPSTANDARD MTR PRODS INC
37,187$1.1B0.32%
103
SFMSPROUTS FMRS MKT INC
6,893$1.1B0.32%
104
OSISOSI SYSTEMS INC
4,984$1.1B0.31%
105
ITGRINTEGER HLDGS CORP
9,088$1.1B0.31%
106
BSFAANI PHARMACEUTICALS INC
17,108$1.1B0.31%
107
GPORGULFPORT ENERGY CORP
5,538$1.1B0.31%
108
BANFBANCFIRST CORP
9,002$1.1B0.31%
109
SKYWSKYWEST INC
10,582$1.1B0.30%
110
EFSCENTERPRISE FINL SVCS CORP
19,692$1.1B0.30%
111
STRASTRATEGIC ED INC
12,617$1.1B0.30%
112
CSGSCSG SYS INTL INC
16,339$1.1B0.30%
113
NWBINORTHWEST BANCSHARES INC MD
82,688$1.1B0.30%
114
LRNSTRIDE INC
7,257$1.1B0.29%
115
MBWMMERCANTILE BK CORP
22,657$1.1B0.29%
116
VCYTVERACYTE INC
38,885$1.1B0.29%
117
AROCARCHROCK INC
42,152$1.0B0.29%
118
ALEXALEXANDER & BALDWIN INC NEW
58,570$1.0B0.29%
119
MCRIMONARCH CASINO & RESORT INC
11,971$1.0B0.29%
120
CURBCURBLINE PPTYS CORP
44,446$1.0B0.28%
121
MDPEDIATRIX MEDICAL GROUP INC
69,791$1.0B0.28%
122
PSLV/USPROTT PHYSICAL SILVER TR
81,780$1.0B0.28%
123
BBTBERKSHIRE HILLS BANCORP INC
39,466$988.2M0.28%
124
MUBISHARES TR
9,351$977.0M0.27%
125
JT5MUELLER WTR PRODS INC
40,521$974.1M0.27%
126
EVEREVERQUOTE INC
39,893$964.6M0.27%
127
PAYPAYMENTUS HOLDINGS INC
29,436$964.0M0.27%
128
PPAINVESCO EXCHANGE TRADED FD T
6,715$951.4M0.27%
129
NMCONUVEEN MUN CR OPPORTUNITIES
85,531$918.2M0.26%
130
FTXGFIRST TR EXCHANGE TRADED FD
41,279$915.6M0.26%
131
HURNHURON CONSULTING GROUP INC
6,642$913.5M0.26%
132
NMZNUVEEN MUN HIGH INCOME OPPOR
87,772$910.6M0.25%
133
XWIAXWESTERN ASST INFLTN LKD INM
107,848$905.9M0.25%
134
FIVNFIVE9 INC
34,025$901.0M0.25%
135
GAMBGAMBLING COM GROUP LIMITED
74,034$880.3M0.25%
136
PEPPEPSICO INC
6,278$828.9M0.23%
137
BATRAATLANTA BRAVES HLDGS INC
17,493$818.1M0.23%
138
VTVANGUARD INTL EQUITY INDEX F
6,297$809.3M0.23%
139
PMXPIMCO MUN INCOME FD III
116,547$799.8M0.22%
140
PMLPIMCO MUN INCOME FD II
104,730$780.5M0.22%
141
VGITVANGUARD SCOTTSDALE FDS
12,460$745.2M0.21%
142
BKCHGLOBAL X FDS
14,134$744.6M0.21%
143
AAPDDIREXION SHS ETF TR
41,613$730.1M0.20%
144
SCHHSCHWAB STRATEGIC TR
32,780$693.6M0.19%
145
MRKMERCK & CO INC
8,569$678.3M0.19%
146
IWDISHARES TR
3,489$677.7M0.19%
147
BRKDDIREXION SHS ETF TR
141,203$658.0M0.18%
148
ETNEATON CORP PLC
1,841$657.2M0.18%
149
EWYISHARES INC
8,823$633.3M0.18%
150
PPLTABRDN PLATINUM ETF TRUST
5,091$625.5M0.17%
151
GOOGALPHABET INC
3,339$592.3M0.17%
152
USHYISHARES TR
15,707$589.2M0.16%
153
EXPEEXPEDIA GROUP INC
3,451$582.1M0.16%
154
VRTXVERTEX PHARMACEUTICALS INC
1,276$568.1M0.16%
155
AMGNAMGEN INC
1,974$551.2M0.15%
156
WBDWARNER BROS DISCOVERY INC
48,014$550.2M0.15%
157
CBCHUBB LIMITED
1,846$534.8M0.15%
158
HASHASBRO INC
7,034$519.3M0.15%
159
GLWCORNING INC
9,755$513.0M0.14%
160
CITHE CIGNA GROUP
1,536$507.8M0.14%
161
CAHCARDINAL HEALTH INC
2,909$488.7M0.14%
162
SPGIS&P GLOBAL INC
913$481.4M0.13%
163
JNPJUNIPER NETWORKS INC
11,656$465.4M0.13%
164
MANHMANHATTAN ASSOCIATES INC
2,338$461.7M0.13%
165
HBANHUNTINGTON BANCSHARES INC
27,485$460.7M0.13%
166
UBERUBER TECHNOLOGIES INC
4,808$448.6M0.13%
167
CMCSACOMCAST CORP NEW
12,192$435.1M0.12%
168
CRMSALESFORCE INC
1,575$429.5M0.12%
169
NOCNORTHROP GRUMMAN CORP
850$425.0M0.12%
170
WELLWELLTOWER INC
2,757$423.8M0.12%
171
MCHPMICROCHIP TECHNOLOGY INC.
5,973$420.3M0.12%
172
OMCOMNICOM GROUP INC
5,832$419.6M0.12%
173
EMREMERSON ELEC CO
3,088$411.7M0.11%
174
YUMYUM BRANDS INC
2,704$400.7M0.11%
175
ADBEADOBE INC
1,033$399.6M0.11%
176
CFCF INDS HLDGS INC
4,214$387.7M0.11%
177
BSXBOSTON SCIENTIFIC CORP
3,600$386.7M0.11%
178
FICOFAIR ISAAC CORP
209$382.0M0.11%
179
ULTAULTA BEAUTY INC
802$375.2M0.10%
180
CSCOCISCO SYS INC
5,349$371.1M0.10%
181
ACNACCENTURE PLC IRELAND
1,201$359.0M0.10%
182
4I1PHILIP MORRIS INTL INC
1,918$349.3M0.10%
183
XLESELECT SECTOR SPDR TR
4,005$339.7M0.09%
184
NXPINXP SEMICONDUCTORS N V
1,533$334.9M0.09%
185
HONHONEYWELL INTL INC
1,426$332.1M0.09%
186
RPMRPM INTL INC
2,998$329.3M0.09%
187
COPCONOCOPHILLIPS
3,634$326.1M0.09%
188
NDAQNASDAQ INC
3,603$322.2M0.09%
189
TXNTEXAS INSTRS INC
1,547$321.2M0.09%
190
XOPSPDR SERIES TRUST
2,504$315.0M0.09%
191
JBHTHUNT J B TRANS SVCS INC
2,185$313.8M0.09%
192
PSXPHILLIPS 66
2,568$306.4M0.09%
193
PODDINSULET CORP
971$305.1M0.09%
194
PANWPALO ALTO NETWORKS INC
1,454$297.5M0.08%
195
TEAMATLASSIAN CORPORATION
1,410$286.4M0.08%
196
XOMEXXON MOBIL CORP
2,531$272.8M0.08%
197
NDSNNORDSON CORP
1,253$268.6M0.08%
198
ANETARISTA NETWORKS INC
2,574$263.3M0.07%
199
TRMBTRIMBLE INC
3,343$254.0M0.07%
200
MARMARRIOTT INTL INC NEW
928$253.5M0.07%
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