Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q1 2026

WENDELL DAVID ASSOCIATES INC

$919M in tracked AUM across 151 positions as of Q1 2026.

WD
CIK 0000878228 · last filed Mar 31, 2026
Total AUM
$919M
as of Q1 2026
Holdings
151
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…