WCL
Wolfstich Capital LLC Portfolio
Invests via Wolfstich Capital LLC | Managed by Theodore J. Wolfstich
Invests via Wolfstich Capital LLC
Managed by Theodore J. Wolfstich
Automatically Tracked
Company Profile
Active alternative asset manager focused on opportunistic credit and special-situations investments for institutional and family-office clients. Wolfstich Capital LLC structures flexible capital solutions across stressed corporate credits, asset-backed opportunities and event-driven situations, emphasizing active portfolio management, distressed underwriting and rotational sector exposure. The firm positions itself as a partner to borrowers and sponsors, deploying scalable credit strategies and co-investment vehicles to capture asymmetric risk-adjusted returns.
Active alternative asset manager focused on opportunistic credit and special-situations investments for institutional and family-office clients. Wolfstich Capital LLC structures flexible capital solutions across stressed corporate credits, asset-backed opportunities and event-driven situations, emphasizing active portfolio management, distressed underwriting and rotational sector exposure. The firm positions itself as a partner to borrowers and sponsors, deploying scalable credit strategies and co-investment vehicles to capture asymmetric risk-adjusted returns.
Investment Philosophy & Strategy
Active alternative asset manager focused on opportunistic credit and special-situations investments for institutional and family-office clients. Wolfstich Capital LLC structures flexible capital solutions across stressed corporate credits, asset-backed opportunities and event-driven situations, emphasizing active portfolio management, distressed underwriting and rotational sector exposure. The firm positions itself as a partner to borrowers and sponsors, deploying scalable credit strategies and co-investment vehicles to capture asymmetric risk-adjusted returns.
Active alternative asset manager focused on opportunistic credit and special-situations investments for institutional and family-office clients. Wolfstich Capital LLC structures flexible capital solutions across stressed corporate credits, asset-backed opportunities and event-driven situations, emphasizing active portfolio management, distressed underwriting and rotational sector exposure. The firm positions itself as a partner to borrowers and sponsors, deploying scalable credit strategies and co-investment vehicles to capture asymmetric risk-adjusted returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.64%
Gain
Monthly
0.03%
Yearly
0.41%
Drawdown
16.17%
$374.86M
Equity
Holdings
$374.86M
Investment
$363.48M
$11.32M
Profit -$777,664.28
Realized
-$55,216.46
Unrealized
$11.38M
Dividends
$5.15M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$777,664.28
Win %
78%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$925,351.56
Win %
78%
This Month
Compared to last month
Gain
-0.21%
Profit
-$777,864.78
Win %
78%
This Year
Compared to last year
Gain
2.59%
Profit
$9.4M
Win %
81%
MO Altria Group, Inc.
+2.86%
+$7,833.32 
TGT Target Corporation
+2.63%
+$9,289.89 
ORI Old Republic International Corp.
+2.56%
+$10,099.68 
MDLZ Mondelez International, Inc.
+2.52%
+$16,839.2 
VZ Verizon Communications Inc.
+2.39%
+$14,614.24 
CVX Chevron Corporation
+2.15%
+$10,478.19 
ABBV AbbVie Inc.
+2.1%
+$17,665.7 
JNJ Johnson & Johnson
+2.1%
+$11,061.56 
PSX Phillips 66
+2.06%
+$7,847.65 
ADP Automatic Data Processing Inc.
+1.7%
+$5,816.24 
PG Procter & Gamble Co
+1.66%
+$9,229.27 
CNQ Canadian Natural Resources Limited
+1.63%
+$6,372.1 
CMCSA Comcast Corp
+1.62%
+$3,793.53 
PEP PepsiCo, Inc.
+1.57%
+$6,138.57 
AWR American States Water Co.
+1.57%
+$15,983.16 
CLX The Clorox Company
+1.56%
+$6,300.14 
ACN Accenture plc Class A
+1.33%
+$4,423.56 
SCHD Schwab U.S. Dividend Equity ETF
+1.23%
+$24,340.43 
BDX Becton, Dickinson and Company
+1.01%
+$2,439.72 
OKE ONEOK, Inc.
+0.73%
+$3,267.4 
SCHY Schwab International Dividend Equity ETF
+0.57%
+$13,175.15 
DFLV Dimensional US Large Cap Value ETF
+0.25%
+$6,485.6 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.07%
+$14,339.25 
IBMO iShares iBonds Dec 2026 Term ETF
+0.06%
+$1,250.74 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$2,784.62 
SGVT Schwab Government Money Market ETF
+0.03%
+$74,159.43 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
+$3.68 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
$0 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-3.46%
-$148,226.19 
IBM International Business Machines Corporation
-2.42%
-$31,010.04 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.8%
-$485,034.71 
ESGV Vanguard ESG U.S. Stock ETF
-1.66%
-$6,172.53 
DFAW Dimensional World Equity ETF
-1.39%
-$18,493.15 
SCHK Schwab 1000 Index ETF
-1.3%
-$50,972.91 
TROW T. Rowe Price Group, Inc.
-1.09%
-$10,958.29 
DFSU Dimensional US Sustainability Core 1 ETF
-1.06%
-$19,351.1 
DUHP Dimensional US High Profitability ETF
-0.9%
-$21,640.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.86%
-$273,756.95 
KO The Coca-Cola Company
-0.8%
-$3,277.6 
IWM iShares Russell 2000 ETF
-0.68%
-$2,430.05 
AUB Atlantic Union Bankshares Corporation
-0.58%
-$2,362.5 
FEGE First Eagle Global Equity ETF
-0.45%
-$6,373.12 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.11%
-$1,934.04 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$1,367.35 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.01%
-$56.16 Events
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Dividends
Dividend Analysis
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| Trades 106 | Longs Won 69/106 65% | Profit Factor 4.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $446,712.74 |
| Average Win $205,963.9 | Best Trade (Jul 14) $3.22M | Sharpe Ratio 0.76 |
| Average Loss -$78,033.16 | Worst Trade (Mar 31) -$1.28M | Z-Score 2.65 (99.2%) |
| Commissions $0 | Avg. Trade Length 5m 4w | Expectancy $106,832.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,808 | 4,327 | 3,846 | 3,365 | 2,885 | 2,404 | 1,923 | 1,442 | 962 | 481 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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