Michael Henry
Wafra Inc.
Assets Managed
$5.95M
Holdings
1
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-22.22%(2Q avg: -59.08%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Wafra Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1 positions.
Assets under management
The assets under management (AUM) of Wafra Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.95M in assets, with a quarterly growth rate of -22.22% and a 2-quarter average growth rate of -59.08%. The portfolio is managed by Michael Henry, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CMTG Claros Mortgage Trust Inc
| 100% | $5.95M 2.5M shares@ $2.38 avg price |
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