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CIK: 0000920440
Total reported value
$5.9M
$5.9M
2 檔
2844.1%
In Q2 2025, Wafra Inc.'s U.S. equity holdings reached a combined market value of $5.9M, distributed across 2 disclosed stock positions.
During Q2 2025, Wafra Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DBRG, CMTG) accounted for 2844.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DBRG | Digitalbridge Group Inc | Stock-Financials | 95.74% | — | — | |
| 2 | CMTG | Claros Mortgage Trust Inc | Stock-Other | 4.26% | — | — |
According to official SEC Form 13F filings, Wafra Inc. reported a total U.S. public equity portfolio value of $5.9M across 2 disclosed positions in Q2 2025.
During Q2 2025, Wafra Inc.'s top holdings by market value included DBRG (95.7%)、CMTG (4.3%). The largest single position, DBRG, represented 95.7% of total portfolio value.
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In Q2 2025, Wafra Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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