William B. Walkup & Associates, Inc.

Portfolio Overview

William B. Walkup & Associates, Inc. has reported a significant contraction in portfolio assets under management (AUM), with the total value decreasing by 58.7% from approximately $169.75 million in Q2 2025 to $70.09 million in Q3 2025. This reduction is accompanied by a substantial restructuring of the fund's composition. While the total number of holdings remains consistent at 66, the manager executed 72 transactions (36 new positions and 36 complete exits), indicating ...