13F Filings History of Wolf Group Capital Advisors

Latest 13F report
Q1 2025 - 18 Apr 2025
Value $
$297,737,645
Signature - Title
Robert D. Len - Managing Director
Location
Fairfax, VA
Summary
This page shows a list of all the recent 13F filings made by Wolf Group Capital Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wolf Group Capital Advisors reported 166 stock holdings with total value $297,737,645 as of Q1 2025. Top holdings included XLG, HAWX, VLUE, FTGC, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 166 $297,737,645 +$97,803,297 -$38,687,465 +$59,115,832 XLG, HAWX, VLUE, FTGC, VTV 13F-HR 18 Apr 2025, 17:15
Q4 2024 102 $151,114,493 $0 -$4,475,741 -$4,475,741 HAWX, VLUE, AAPL, VTIP, SHY 13F-HR 18 Feb 2025, 11:35
Q3 2024 103 $169,604,492 +$33,409,579 -$51,971,556 -$18,561,977 HAWX, VLUE, AAPL, VTIP, IWY 13F-HR 31 Oct 2024, 17:39
Q2 2024 127 $253,868,938 +$53,015,737 -$31,962,312 +$21,053,425 XLG, HAWX, AAPL, VLUE, FTGC 13F-HR 30 Jul 2024, 17:30
Q1 2024 74 $159,177,204 $0 -$429,554 -$429,554 HAWX, VLUE, AAPL, VTIP, IWY 13F-HR 25 Apr 2024, 12:20
Q4 2023 94 $186,790,107 +$7,070,524 -$14,411,928 -$7,341,404 HAWX, VLUE, AAPL, VTIP, IWY 13F-HR 22 Jan 2024, 17:13
Q3 2023 110 $211,390,294 +$25,189,049 -$7,453,838 +$17,735,211 XLG, HAWX, VLUE, VTIP, AAPL 13F-HR 31 Oct 2023, 11:13
Q2 2023 103 $199,308,048 +$12,137,010 -$7,226,407 +$4,910,603 XLG, HAWX, VLUE, AAPL, VTIP 13F-HR 31 Jul 2023, 17:12
Q1 2023 106 $201,190,692 +$481,691 -$18,330,586 -$17,848,895 XLG, HAWX, VLUE, AAPL, VTIP 13F-HR 15 May 2023, 13:47
Q4 2022 117 $212,071,566 +$52,233,009 -$25,441,251 +$26,791,758 XLG, HAWX, VLUE, VTIP, AAPL 13F-HR 06 Feb 2023, 17:30
Q3 2022 108 $182,502,000 +$5,007,629 -$1,417,977 +$3,589,652 XLG, VLUE, AAPL, VTIP, VUG 13F-HR 09 Nov 2022, 14:00
Q2 2022 108 $192,365,000 +$43,751,363 -$13,828,358 +$29,923,005 XLG, VLUE, AAPL, VTIP, VUG 13F-HR 19 Jul 2022, 21:21
Q1 2022 105 $193,792,670 +$8,299,000 -$361,269,510 -$352,970,510 XLG, AAPL, IEI, VLUE, BRKB 13F-HR 19 Apr 2022, 20:35
Q4 2021 149 $611,269,397 +$417,729,642 -$833,991 +$416,895,651 XLG, IEI, AAPL, VLUE, HD 13F-HR 18 Jan 2022, 17:42
Q3 2021 100 $183,501,000 +$14,071,330 -$15,672,654 -$1,601,324 XLG, AAPL, IEI, VLUE, PZZA 13F-HR 20 Oct 2021, 10:51
Q2 2021 100 $186,364,000 +$7,369,150 -$2,908,095 +$4,461,055 XLG, AAPL, IEI, BRKB, V 13F-HR 27 Jul 2021, 21:06
Q1 2021 101 $173,718,000 +$14,570,563 -$11,042,015 +$3,528,548 XLG, AAPL, IEI, BRKB, V 13F-HR 16 Apr 2021, 18:45
Q4 2020 94 $161,636,000 +$5,463,266 -$1,963,151 +$3,500,115 XLG, AAPL, IEI, V, VRSK 13F-HR 29 Jan 2021, 09:30
Q3 2020 84 $143,793,000 +$23,278,617 -$8,318,332 +$14,960,285 XLG, AAPL, IEI, V, VRSK 13F-HR 29 Oct 2020, 21:32
Q2 2020 76 $134,164,000 +$12,005,788 -$15,410,691 -$3,404,903 XLG, AAPL, IEI, V, VRSK 13F-HR 13 Aug 2020, 12:39
Q1 2020 74 $119,852,000 +$20,037,521 -$13,515,347 +$6,522,174 EZU, IEI, AAPL, VPL, V 13F-HR 16 Apr 2020, 16:43
Q4 2019 75 $152,173,000 +$9,190,296 -$10,459,368 -$1,269,072 EZU, VPL, V, IEI, VRSK 13F-HR 29 Jan 2020, 06:04
Q3 2019 75 $145,350,000 +$7,427,573 -$5,841,194 +$1,586,379 EZU, VPL, V, VRSK, IEI 13F-HR 14 Nov 2019, 08:56
Q2 2019 83 $144,450,000 +$1,408,670 -$7,399,163 -$5,990,493 EZU, VPL, JPEM, V, VRSK 13F-HR 16 Jul 2019, 19:50
Q1 2019 82 $145,528,000 +$5,067,478 -$1,816,212 +$3,251,266 EZU, VPL, JPEM, V, QAI 13F-HR 22 Apr 2019, 16:56
Q4 2018 80 $134,302,000 +$30,778,270 -$3,885,648 +$26,892,622 EZU, VPL, JPEM, QAI, GILD 13F-HR 22 Jan 2019, 16:18
Q3 2018 88 $138,508,000 +$13,941,676 -$15,628,763 -$1,687,087 JPEM, GILD, V, DBJP, AAPL 13F-HR 22 Oct 2018, 18:47
Q2 2018 92 $141,910,000 +$12,156,332 -$11,539,246 +$617,086 JPEM, DBJP, GILD, V, MA 13F-HR 12 Jul 2018, 15:07
Q1 2018 98 $149,131,000 +$19,981,757 -$16,941,700 +$3,040,057 JPEM, DBJP, GILD, CB, V 13F-HR 25 Apr 2018, 11:47
Q4 2017 101 $160,147,000 +$20,772,808 -$3,311,086 +$17,461,722 JPEM, DBJP, GILD, CB, VLO 13F-HR 12 Feb 2018, 16:07
Q3 2017 102 $143,445,227 +$38,200,661 -$24,488,926 +$13,711,735 GILD, JPEM, DBJP, EWG, EWQ 13F-HR 23 Oct 2017, 14:13
Q2 2017 91 $129,858,220 +$594,839 -$20,455,193 -$19,860,354 GILD, IJS, DE, RGA, ALL 13F-HR 09 Aug 2017, 11:26
Q1 2017 95 $152,440,000 +$14,953,497 -$4,396,188 +$10,557,309 IJS, GILD, DE, RGA, EMR 13F-HR 12 May 2017, 17:04
Q4 2016 100 $147,324,000 +$16,455,463 -$7,726,711 +$8,728,752 GILD, DE, RGA, EMR, XOM 13F-HR 13 Feb 2017, 09:53
Q3 2016 99 $141,400,000 +$24,652,852 -$12,773,464 +$11,879,388 GILD, RGA, DE, ACN, EMR 13F-HR 09 Nov 2016, 15:29
Q2 2016 103 $135,472,000 +$17,899,500 -$10,639,462 +$7,260,038 ACN, JAZZ, DE, VRSK, AZO 13F-HR 02 Aug 2016, 12:58
Q1 2016 102 $132,945,000 +$31,343,375 -$20,213,323 +$11,130,052 ACN, GILD, AZO, VRSK, DE 13F-HR 25 Apr 2016, 14:23
Q4 2015 88 $109,150,000 +$54,465,803 -$26,488,348 +$27,977,455 GILD, HYLD, ESRX, JAZZ, MCK 13F-HR 10 Feb 2016, 19:08
Q3 2015 77 $96,770,000 +$7,133,517 -$6,015,503 +$1,118,014 VWO, BG, ITC, GILD, HYLD 13F-HR 05 Nov 2015, 20:33
Q2 2015 80 $115,902,000 +$18,144,879 -$5,296,284 +$12,848,595 VWO, BG, JAZZ, GILD, LUK Restatement 12 Aug 2015, 20:15
Q1 2015 91 $145,104,000 +$11,458,661 -$4,638,909 +$6,819,752 VWO, BTTGY, JAZZ, AMAT, GILD 13F-HR 11 May 2015, 21:04
Q4 2014 93 $137,690,000 +$13,621,547 -$7,112,604 +$6,508,943 VWO, AMAT, BTTGY, JAZZ, ITC 13F-HR 29 Jan 2015, 06:47
Q3 2014 95 $133,961,000 +$10,472,129 -$5,776,747 +$4,695,382 VWO, JAZZ, BTTGY, AMAT, GILD 13F-HR 20 Oct 2014, 08:43
Q2 2014 96 $137,510,000 +$12,266,586 -$7,167,899 +$5,098,687 VWO, BTTGY, AMAT, JAZZ, GILD 13F-HR 08 Aug 2014, 17:23
Q1 2014 93 $129,387,000 +$14,080,511 -$4,906,859 +$9,173,652 VWO, BTTGY, AMAT, WAG, JAZZ 13F-HR 29 Apr 2014, 07:42
Q4 2013 98 $124,397,000 $0 VWO, BTTGY, JAZZ, STXXXXX, WAG Restatement 11 Feb 2014, 17:07