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Japan Smaller Capitalizaion Fund shares owned by Western Wealth Management

Quarter-by-quarter ownership of Japan Smaller Capitalizaion Fund (JOF) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in Japan Smaller Capitalizaion Fund

Tip: Access up to 7 years of quarterly data

All positions including Japan Smaller Capitalizaion Fund held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Japan Smaller Capitalizaion Fund by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $50k 4.6k 10.90
2022-09-30 $76k 13k 5.85
2022-06-30 $82k 13k 6.31
2022-03-31 $94k 13k 7.23

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Japan Smaller Capitalizaion Fund

Allspring Global Investments Holdings
City of London Investment Management Company
1607 Capital Partners
Lazard Asset Management
Saba Capital Management
Karpus Investment Management
Morgan Stanley
Bank of America Corporation
Almitas Capital
Pekin, Singer Strauss Asset Management
Mraz, Amerine & Associates
Altium Capital Management
Colony
LPL Financial
Barry Investment Advisors

View all funds holding Japan Smaller Capitalizaion Fund