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Wela Strategies, Inc. - Matt Reiner
Wela Strategies, Inc. a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
18 Followers
Portfolio Gain
+57.95%
Since Jan 2016
Sharpe Ratio
1.87
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$211.58M
Matt Reiner manages more assets than 9% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+8.20%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
93.78% General
1.03% Industrial Goods
0.63% Healthcare
0.53% Technology
0.45% Utilities
0.45% Energy
0.39% Basic Materials
0.30% Consumer Cyclical
0.29% Financial
0.13% Consumer Defensive
0.00% Communication Services
A breakdown of Wela Strategies, Inc.'s portfolio by sector
Wela Strategies, Inc. Portfolio Activity
Acuity Brands
Reduced
Industrial Goods
$235.61
($200.27-$270.95)
-5.76%
-33.32%
447.97K
0.21%
American Express
Reduced
Financial
$204.75
($177.81-$231.69)
+5.35%
-20.96%
401.87K
0.19%
Bank of America
New
Financial
$34.63
($31.27-$38.00)
+1.05%
+100.00%
204.54K
0.10%
Chevron
Added
Energy
$148.91
($139.62-$158.19)
+3.70%
+2.66%
523.54K
0.25%
Cisco Systems
Added
Technology
$50.14
($47.66-$52.62)
-2.33%
+18.11%
423.79K
0.20%
Coca-Cola
Added
Consumer Defensive
$60.13
($58.63-$61.62)
+0.60%
+0.36%
271.70K
0.13%
CSX
Sold Out
Industrial Goods
$36.78
($33.45-$40.12)
-9.17%
-100.00%
0.00
0.00%
Cummins
Reduced
Industrial Goods
$261.82
($226.53-$297.11)
-0.78%
-10.42%
428.13K
0.20%
CVS Health
Reduced
Healthcare
$76.72
($70.19-$83.25)
-14.21%
-5.18%
497.70K
0.23%
Deere
New
Industrial Goods
$383.24
($353.15-$413.32)
-3.92%
+100.00%
400.06K
0.19%
See a list of Wela Strategies, Inc.'s holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare Wela Strategies, Inc.'s performance with other Hedge Funds and the S&P 500
Wela Strategies, Inc. activity FAQ
What is Wela Strategies, Inc.’s portfolio gain since Jun 2013?
Wela Strategies, Inc.’s portfolio gain since Jun 2013 was 57.95%.
What is Wela Strategies, Inc.’s Sharpe Ratio?
Wela Strategies, Inc.’s Sharpe Ratio is 1.87.
What is Wela Strategies, Inc.’s portfolio value?
Wela Strategies, Inc.’s portfolio value is $211.58M.
What is Wela Strategies, Inc.’s average return since the fund’s last 13F filing?
Wela Strategies, Inc.’s average return since the fund’s last 13F filing is -2.84%.
What was Wela Strategies, Inc.’s average return in the last 12 months?
Wela Strategies, Inc.’s average return in the last 12 months was 9.34%.
What was Wela Strategies, Inc.’s average return in the last 3 years?
Wela Strategies, Inc.’s average return in the last 3 years was 8.20%.
When was the most recent most recent 13F form submitted by Wela Strategies, Inc.?
Wela Strategies, Inc.'s most recent 13F form was submitted on Mar 31, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Matt Reiner Net Worth?
Matt Reiner is Managing Wela Strategies, Inc. which has a net worth of $211.58M.
TipRanks & Hedge Funds: TipRanks measures the performance of Matt Reiner and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.