Wolf Group Capital Advisors Last Quarter Change: Foreign Stocks, New

Wolf Group Capital Advisors quarter change: Foreign Stocks, New

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-12-31 to 2025-03-31, Wolf Group Capital Advisors opened 5 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was NVO (+$289,704); the largest decrease was BBVA (+$61,688).

NVO: Country of operation —; Class ADR; Shares 2024-12-31 0; Shares 2025-03-31 4,172.
SAP: Country of operation —; Class SPON ADR; Shares 2024-12-31 0; Shares 2025-03-31 1,002.
NVS: Country of operation —; Class SPONSORED ADR; Shares 2024-12-31 0; Shares 2025-03-31 1,995.
HSBC: Country of operation —; Class SPON ADR NEW; Shares 2024-12-31 0; Shares 2025-03-31 3,812.

Two Form 13F-HR filings compared (SEC CIK 1579111): 2024-12-31 (filed 2025-02-18) and 2025-03-31 (filed 2025-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2025-03-31	Share change	Value 2024-12-31	Value 2025-03-31	Value change
NVO NOVO-NORDISK A S	ADR	4,172	+4,172	$0	$289,704	+$289,704
SAP SAP SE	SPON ADR	1,002	+1,002	$0	$268,977	+$268,977
NVS NOVARTIS AG	SPONSORED ADR	1,995	+1,995	$0	$222,403	+$222,403
HSBC HSBC HLDGS PLC	SPON ADR NEW	3,812	+3,812	$0	$218,923	+$218,923
SONY SONY GROUP CORP	SPONSORED ADR	8,112	+8,112	$0	$205,964	+$205,964

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