Holdings of Whipplewood Advisors, LLC
942 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 34.3 % of the equity sleeve
Sector breakdown
- Technology 7.3 %
- Consumer discretionary 4.4 %
- Funds 3.3 %
- Financials 2.8 %
- Communication 2.0 %
- Health care 1.8 %
- Industrials 1.4 %
- Consumer staples 1.0 %
- Energy 0.8 %
- Utilities 0.5 %
- Real estate 0.4 %
- Materials 0.3 %
- Unattributed 74.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.6 %
- GB 0.4 %
- TW 0.4 %
- NL 0.2 %
- JP 0.1 %
- IN 0.1 %
- DE 0.1 %
- DK 0.0 %
- ES 0.0 %
- FR 0.0 %
- MX 0.0 %
- AU 0.0 %
- Other countries 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 891 | 154.3M $ | 98.62 % |
| 2 | GB | 15 | 607.9K $ | 0.39 % |
| 3 | TW | 2 | 600.3K $ | 0.38 % |
| 4 | NL | 5 | 302.5K $ | 0.19 % |
| 5 | JP | 5 | 126.4K $ | 0.08 % |
| 6 | IN | 2 | 100.3K $ | 0.06 % |
| 7 | DE | 1 | 87.3K $ | 0.06 % |
| 8 | DK | 1 | 61.7K $ | 0.04 % |
| 9 | ES | 2 | 54.8K $ | 0.04 % |
| 10 | FR | 2 | 44.8K $ | 0.03 % |
| 11 | MX | 1 | 42.2K $ | 0.03 % |
| 12 | AU | 2 | 40.2K $ | 0.03 % |