WUNDERLICH CAPITAL Overview
Wunderlich Capital Managemnt is an investment advisor that manages 115.6 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 183MM in positions, representing 158% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 183MM in positions, representing 158% of the manager's regulatory AUM.
WUNDERLICH CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WUNDERLICH CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AGG | 3.39% | ETF | 2.91% | -0.03% | 0 | 4% | ||
| LQD | 3.26% | ETF | 5.4% | 0.02% | 0 | 1% | ||
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FEATURED IN
WUNDERLICH CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Philip S. Wunderlich | Managing Member, Chief Compliance Officer | August-1999 |
WUNDERLICH CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WUNDERLICH CAPITAL Investment Strategy
Item 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES & Risk of Loss
We use the following methods of analysis in formulating advice and managing client accounts:
A. Methods of Analysis
Depending on the specific Strategy, account assets may be invested in stocks, fixed income securities, options, no-load mutual funds, exchange-traded funds (“ETFs”), unit investment trusts, or money market instruments, among other investments. Accounts are managed to reflect the allocation and achieve the objectives of the Strategy which the client has selected, subject to reasonable restrictions imposed by the client. Due to client restrictions and other differences regarding each account, performance of a client’s account may be different from the performance of other accounts in the same Strategy. On an
on-going basis, WCM reviews and adjusts the Strategies and the accounts to ensure they continue to reflect the intended allocations and objectives, as well as a...
Unlock Full Investment Process Description
We use the following methods of analysis in formulating advice and managing client accounts:
A. Methods of Analysis
Depending on the specific Strategy, account assets may be invested in stocks, fixed income securities, options, no-load mutual funds, exchange-traded funds (“ETFs”), unit investment trusts, or money market instruments, among other investments. Accounts are managed to reflect the allocation and achieve the objectives of the Strategy which the client has selected, subject to reasonable restrictions imposed by the client. Due to client restrictions and other differences regarding each account, performance of a client’s account may be different from the performance of other accounts in the same Strategy. On an
on-going basis, WCM reviews and adjusts the Strategies and the accounts to ensure they continue to reflect the intended allocations and objectives, as well as a...
Unlock Full Investment Process Description
WUNDERLICH CAPITAL Portfolio Concentration
WUNDERLICH CAPITAL Location
6000 POPLAR AVENUE
SUITE 150
MEMPHIS, Tennessee
UNITED STATES, 38119
SUITE 150
MEMPHIS, Tennessee
UNITED STATES, 38119
WUNDERLICH CAPITAL Contact Information
Phone Number: 901-251-1330
Fax Number: 901-251-1349
Website: null
Fax Number: 901-251-1349
Website: null
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