WFA Asset Management Corp
Annual return '25
+29.2%
SPY '25
+17.7%
Alpha
+11.5ptsvs SPY
Invested
$229.6M
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BMY
BRISTOL-MYERS SQUIBB CO
Held since at least Q1 2024
7.8%
02
$AMGN
AMGEN INC
Held since at least Q1 2024
6.8%
03
$BIIB
BIOGEN INC
Held since at least Q1 2024
6.8%
04
$LLY
ELI LILLY & CO
Held since at least Q1 2024
6.5%
05
$INSM
INSMED INC
Held since at least Q1 2024
6.2%
06
$RARE
ULTRAGENYX PHARMACEUTICAL IN
Held since at least Q1 2024
6.0%
07
$BBIO
BRIDGEBIO PHARMA INC
Held since at least Q1 2024
5.9%
08
$PRGO
PERRIGO CO PLC
Held since at least Q1 2024
5.9%
09
$ROIV
ROIVANT SCIENCES LTD
Held since at least Q1 2024
5.7%
10
$TEVA
TEVA PHARMACEUTICAL INDS LTD
Held since at least Q1 2024
5.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:30 UTC.