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Wela Strategies, Inc. - Matt Reiner

46 Followers

Wela Strategies, Inc. Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2025

Wela Strategies, Inc. Portfolio Activity

IVViShares Core S&P 500 ETF		ReducedGeneral$644.51($618.48-$670.55)-3.76%67.21M25.19%
ANGLVanEck Fallen Angel High Yield Bond ETF		AddedGeneral$29.32($28.89-$29.75)+728.61%48.29M17.06%
SPTISPDR Portfolio Intermediate Term Treasury ETF		AddedGeneral$28.74($28.37-$29.11)+2.49%29.59M10.76%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF		AddedGeneral$109.99($107.34-$112.64)+3.26%25.40M9.16%
IEFAiShares Core MSCI EAFE ETF		ReducedGeneral$84.45($81.17-$87.72)-11.56%23.24M8.51%
BNDVanguard Total Bond Market ETF		AddedGeneral$73.72($72.52-$74.92)+6.11%14.06M5.11%
VWOVanguard FTSE Emerging Markets ETF		AddedGeneral$52.11($49.36-$54.85)+8.76%12.69M4.71%
VNQVanguard Real Estate ETF		AddedGeneral$90.83($88.08-$93.58)+6.04%11.53M4.21%
IJHiShares Core S&P Mid-Cap ETF		ReducedGeneral$63.95($61.29-$66.62)-0.62%8.30M3.11%
XLFFinancial Select Sector SPDR Fund		AddedGeneral$52.77($51.05-$54.49)+1.02%6.61M2.47%

Measured Performance

Wela Strategies, Inc.Average Hedge Fund PortfolioS&P 5000%100%200%2017201820202022202320252026
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Wela Strategies, Inc. activity FAQ

What is Wela Strategies, Inc.’s portfolio gain since Mar 2017?
Wela Strategies, Inc.’s portfolio gain since Mar 2017 was 115.74%.
What is Wela Strategies, Inc.’s Sharpe Ratio?
Wela Strategies, Inc.’s Sharpe Ratio is 3.15.
What is Wela Strategies, Inc.’s portfolio value?
Wela Strategies, Inc.’s portfolio value is $263.71M.
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 9.24%.
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 8.38%.
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 12.07%.
When was the most recent 13F form submitted by Wela Strategies, Inc.?
Wela Strategies, Inc.'s most recent 13F form was submitted on Sep 30, 2025.
Who are the best performing hedge funds?
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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.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.