WAFRA INC.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,650
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 1 | 7,650 | 13F-HR | WAFRA INC. |
| Q3 2025 | 11/7/2025 | 2 | 189,133 | 13F-HR | WAFRA INC. |
| Q2 2025 | 8/12/2025 | 2 | 167,093 | 13F-HR | WAFRA INC. |
| Q2 2014 | 7/22/2014 | 69 | 799,928 | 13F-HR | WAFRA INVESTMENT ADVISORY GROUP INC /NY |
| Q1 2014 | 5/12/2014 | 68 | 825,881 | 13F-HR | WAFRA INVESTMENT ADVISORY GROUP INC /NY |
| Q4 2013 | 1/29/2014 | 75 | 781,584 | 13F-HR | WAFRA INVESTMENT ADVISORY GROUP INC /NY |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.65 K | 100.0% | 0 | 181.5 K | -181.5 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
7,650
Holdings
1
QoQ value change ($000)
-181,483
(-96.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.