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WS

Wendel SE Portfolio holdings

AUM $518M
1-Year Est. Return 57.66%
This Fund
S&P 500
This Quarter Est. Return
+78.77%
1 Year Est. Return
+57.66%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$329M
AUM Growth
–
Cap. Flow
+$241M
Cap. Flow %
73.4%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IHS icon
IHS Holding
IHS
+$241M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHS icon
1
IHS Holding
IHS
$2.78B
$329M 100%
+62,975,396
New +$241M

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OIS
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Wendel SE's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for Wendel SE, which disclosed 1 position worth $329M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is IHS Holding: 62,975,396 shares worth $329M.

By sector, the portfolio is most concentrated in Real Estate at 100% of assets.

  • Wendel SE's largest Q1 2025 buy was IHS Holding: 62,975,396 shares worth $329M.
  • Wendel SE's ten largest holdings make up 100% of its $329M portfolio in Q1 2025.
  • Wendel SE disclosed 1 position in Q1 2025, its first 13F filing on record.

Based on Wendel SE's 13F filing for Q1 2025, filed 1 May 2025.