13F Insight
DOSSIER · 13F-HR · Q1 2026

Wellesley Asset Management

Wellesley Asset's family office based in San Francisco, CA — $953M in tracked AUM across 54 positions as of Q1 2026.

WA
Wellesley Asset·San Francisco, CA·Family Office
CIK 0001533551 · last filed Mar 31, 2026
Total AUM
$953M
▲ 5.2%
vs prior
Holdings
54
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Wellesley Asset Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01$45M51.2M4.8%
02$40M41.3M4.2%
03$36M34.3M3.8%
04$36M34.1M3.7%
05$35M38.3M3.7%
06$34M36.0M3.6%
07$34M29.0M3.6%
08$34M36.9M3.5%
09$33M28.5M3.5%
10$33M34.0M3.5%

Filing history

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