13F Insight
DOSSIER · 13F-HR · Q3 2026

WELLINGTON-ALTUS USA INC.

$188M in tracked AUM across 678 positions as of Q3 2026.

WU
CIK 0001760398 · last filed Sep 30, 2026
Total AUM
$188M
as of Q3 2026
Holdings
678
+15 QoQ
positions
Whale Score
44
44
tracked
Activity
589
+177 new, −162 sold
changes this Q
AI Analysis · Q3 2026

WELLINGTON-ALTUS USA INC. filed its latest 13F-HR for Q3 2026. 589 position changes this quarter — 177 new, 162 exited, 150 added, 100 trimmed.

Quarter at a glance — Q3 2026

589 material changes this filing.

ADD
FTLSFIRST TRUST LONG SHORT EQUITY
+47K sh
+$4M
2.0%
ADD
VTIVANGUARD INDEX FUNDS
+4K sh
+$3M
8.0%
ADD
RSPINVESCO EXCHANGE TRADED FUND
+11K sh
+$2M
1.2%
ADD
AGGISHARES CORE U S AGGREGATE BD
+20K sh
+$2M
3.8%
ADD
HEFAISHARES TRUST
+21K sh
+$2M
4.5%
NEW
DIVOAMPLIFY ETF TR
+34K sh
+$2M
0.8%
EXIT
XHLIXHAMILTON LANE PRIVATE ASSETS
-69K sh
$-1M
—

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FUNDS
$15M40K8.0%02
HEFA
ISHARES TRUST
$9M184K4.5%03
AGG
ISHARES CORE U S AGGREGATE BD
$7M75K3.8%04
SHY
ISHARES TRUST
$6M78K3.4%05
BOND
PIMCO ACTIVE BOND EXCHANGE
$4M48K2.2%06
FTLS
FIRST TRUST LONG SHORT EQUITY
$4M50K2.0%07
QQQ
INVESCO QQQ TR
$4M5K1.9%08
NVDA
NVIDIA CORP
$3M14K1.7%09
BINC
BLACKROCK ETF TRUST II
$3M58K1.6%10
VOO
VANGUARD S&P 500 ETF
$2M3K1.3%

Filing history

2026Q3Sep 30
$188M▲ 33.8%
678 positionsView →2026Q2Jun 30
$140M▼ 17.3%
699 positionsView →2026Q1Mar 31
$170M▲ 25.7%
739 positionsView →2025Q4Dec 31
$135M—
713 positionsView →