DOSSIER · 13F-HR · Q2 2026
Wernau Asset Management Inc.
$193M in tracked AUM across 51 positions as of Q2 2026.
WA
CIK 0002053236 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Wernau Asset Management Inc. has reported a substantial expansion in its portfolio size during the quarter ending December 31, 2025. The total portfolio value surged by 153.2%, growing from approximately $72.99 million to $184.84 million. This dramatic increase is attributed to a combination of capital inflows and market appreciation rather than organic growth alone, evidenced by the structural overhaul of the holdings. The number of holdings increased modestl...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.