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DOSSIER · 13F-HR · Q2 2026

WEATHERLY ASSET MANAGEMENT L. P.

$1.4B in tracked AUM across 188 positions as of Q2 2026.

WA
CIK 0000934745 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
188
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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