WS
Wendel SE — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Wendel SECIK: 0001721938
Concentrated strategyLong-term holder
Total reported value
$518.9M
Reporting period: 2026-06-30 · Number of holdings: 1
Wendel SE disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $518.9M and a quarterly turnover rate of 0.1%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0.12
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged IHS
0.0% $629.8K
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IHS | IHS Holding Limited | Stock-Other | 100.00% | — | — |
Portfolio Performance
Performance for Q3 2026
+0.7%
Performance Last 4 Quarters
+15.3%
- Stdev
- +19.2%
- Beta
- -0.21
- Alpha
- +39.6%
- Max Drawdown
- -5.9%
- Annualized Perf
- +38.8%
- Batting Avg vs S&P
- +53.3%
- Sortino
- +6.49
- Stutzer
- +0.61
- Treynor
- -1.68
- Sterling
- +3.46
- Calmar
- +6.54
- Information Ratio
- +0.49
- Tracking Error
- +24%
- Stdev Down
- +5.4%
- Winning Months %
- +73.3%
- Losing Months %
- +26.7%
- Best 12 Months
- +49.5%
- Worst 12 Months
- +15.3%
- Efficiency Ratio
- +0.87
- Sharpe
- +1.81
- Stdev Sectors
- —
- Skewness
- +1.12
- Kurtosis
- +1.11
- Upside Potential
- +7.59
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IHS | IHS Holding Limited | — | — | Unchanged |
Filing History
FAQ
What is Wendel SE and what type of investor is it?
Wendel SE is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $518.9M, spread across 1 disclosed positions.
What are Wendel SE's largest equity positions?
Based on the latest 13F filing, Wendel SE's top holdings by market value are:
1. IHS Holding Limited (IHS) — $518.9M (100.0%)
What changes did Wendel SE make in its most recent portfolio filing?
No notable portfolio changes were recorded for Wendel SE in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Wendel SE focus on?
Sector breakdown data is not yet available for Wendel SE. Check back after the next 13F processing cycle.
Investment Profile
Wendel SE returned an annualized 38.8% over the trailing 15 months — outperforming the S&P 500 by 39.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of -0.21 (less volatile than the market) and a 53% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
It has added to its IHS position for two straight quarters, increasing it by $49.1M to reach $518.9M.
Peer Institutions
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Concentration92.7
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CF
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MW
Mbm Wealth Consultants, LLC
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Total reported value
$518.6M
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Portfolio Stability29.8
Sector conviction48.6
AUM within 0.1% of this institution
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Developer Access
Access Wendel SE's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/wendel-seCLI
npx alphasmo institutions get wendel-se