Wafra Investment Advisory Group
Latest statistics and disclosures from Wafra's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DBRG, CMTG, and represent 100.00% of Wafra's stock portfolio.
- Wafra has $189M in assets under management (AUM), dropping by 13.19%.
- Central Index Key (CIK): 0000920440
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Portfolio Holdings for Wafra
Wafra holds 2 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Digitalbridge Group Cl A New (DBRG) | 95.6 | $181M | 16M | 11.70 |
|
|
| Claros Mtg Tr Common Stock (CMTG) | 4.4 | $8.3M | 2.5M | 3.32 |
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Past Filings by Wafra
SEC 13F filings are viewable for Wafra going back to 2011
- Wafra 2025 Q3 filed Nov. 7, 2025
- Wafra 2025 Q2 filed Aug. 12, 2025
- Wafra 2025 Q1 filed May 13, 2025
- Wafra 2024 Q4 filed Feb. 5, 2025
- Wafra 2024 Q3 filed Nov. 12, 2024
- Wafra 2024 Q2 filed Aug. 5, 2024
- Wafra 2024 Q1 filed May 15, 2024
- Wafra 2023 Q4 filed Feb. 8, 2024
- Wafra 2023 Q3 filed Nov. 9, 2023
- Wafra 2023 Q2 filed July 21, 2023
- Wafra 2023 Q1 filed May 4, 2023
- Wafra 2022 Q4 filed Jan. 31, 2023
- Wafra 2022 Q3 filed Nov. 14, 2022
- Wafra 2022 Q2 filed Aug. 15, 2022
- Wafra 2022 Q1 filed May 16, 2022
- Wafra 2021 Q4 restated filed Feb. 17, 2022