WULFF, HANSEN & CO. V VISA INC

Ownership history in WULFF, HANSEN & CO.  ·  18 quarters on record

AI Ownership Summary

WULFF, HANSEN & CO. reported VISA INC (V) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.42% in 2025 Q1. The latest visible filing shows V at 1.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WULFF, HANSEN & CO.'s position in VISA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

V was reported at 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WULFF, HANSEN & CO. held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,065 +10 +0.2% 1.56% $1.5M 2026-05-07 $321.28
2025 Q4 UNCHANGED 5,055 0% 1.49% $1.8M 2026-02-03 $328.25
2025 Q3 REDUCED 26.1% +4.1% 5,055 -1,785 -26.1% 1.49% $1.7M 2025-11-07 $334.67
2025 Q2 REDUCED 9.8% -4.0% 6,840 -740 -9.8% 2.08% $2.4M 2025-08-12 $335.38
2025 Q1 ADDED 7,580 +810 +12.0% 2.42% $2.7M 2025-05-14 $354.40
2024 Q4 REDUCED 6,770 -25 -0.4% 2.02% $2.1M 2025-02-11 $348.11
2024 Q3 REDUCED 99.6% +14.9% 6,795 -1,581,149 -99.6% 1.69% $1.9M 2024-11-12 $307.03
2024 Q2 ADDED 1,587,944 +1,582,074 +26951.9% 0.53% $6.0M 2024-08-09 $256.91
2024 Q1 ADDED 5,870 +750 +14.6% 1.64% $1.6M 2024-05-02 $263.66
2023 Q4 ADDED 5,120 +1,250 +32.3% 1.48% $1.3M 2024-02-12 $271.00
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WULFF, HANSEN & CO. and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has WULFF, HANSEN & CO. reported owning V?

WULFF, HANSEN & CO. reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in WULFF, HANSEN & CO.'s portfolio?

The largest reported portfolio weight for V was 2.42% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when WULFF, HANSEN & CO. reported 5,065 shares, equal to 1.56% of portfolio, with an estimated market value of $1.5M.

What does the chart on this V ownership page compare?

The chart compares WULFF, HANSEN & CO.'s quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WULFF, HANSEN & CO. time their V position?

Based on 13F filing dates vs. subsequent V price moves, WULFF, HANSEN & CO. correctly timed 6 out of 15 reported position changes (40%). The annualised alpha on V relative to SPY over the holding period was -4.3%.

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