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Wakefield Asset Management LLLP: WIW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wakefield Asset Management LLLP on WIW, newest first. How the timeline and the estimate are built.

Wakefield Asset Management LLLP held 150,451 WIW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,451 shares
    Change vs previous 13F +31,637 shares

    0.28% of the 13F portfolio, value $1,263,789.

    13F-HR 0001376474-26-000549 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,814 shares
    Change vs previous 13F +13,386 shares

    0.27% of the 13F portfolio, value $1,005,167.

    13F-HR 0001376474-26-000366 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 105,428 shares
    Change vs previous 13F -204,073 shares

    0.25% of the 13F portfolio, value $905,627.

    13F-HR 0001376474-26-000128 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 309,501 shares
    Change vs previous 13F +8,563 shares

    0.75% of the 13F portfolio, value $2,751,464.

    13F-HR 0001376474-25-000920 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 300,938 shares
    Change vs previous 13F -1,912 shares

    0.74% of the 13F portfolio, value $2,636,217.

    13F-HR 0001376474-25-000701 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 302,850 shares
    Change vs previous 13F +978 shares

    0.81% of the 13F portfolio, value $2,662,052.

    13F-HR 0001376474-25-000433 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 301,872 shares
    Change vs previous 13F +5,237 shares

    0.84% of the 13F portfolio, value $2,496,482.

    13F-HR 0001376474-25-000151 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 296,635 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,622,254.

    13F-HR 0001376474-24-000643 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).