Wellesley Asset Management

Q4 2025 13F Detailed Holdings

Location
Portsmouth, NH
Holdings as of
12/31/2025
Value ($000)
$960,809
Num holdings
54
Date filed
2/6/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
10/21/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None