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Wiley Bros.-aintree Capital, LLC
Wiley Bros.-Aintree Capital, LLC is a Nashville-based, family-owned, full-service broker-dealer founded in 1945. The firm operates as a division of &Partners, LLC and is registered with the SEC and a member of FINRA. Wiley Bros.-Aintree Capital focuses on municipal bonds and securities brokerage, serving individual and institutional investors, with a long-standing reputation in the Tennessee financial community. Employee count is not disclosed, but the firm is known for personalized client service tailored to investors’ unique goals.
Investment Strategy
Wiley Bros.-Aintree Capital, LLC primarily operates as a full-service broker-dealer, with extensive activity in the primary and secondary municipal bond markets. The firm’s investment strategy revolves around personalized advice, asset allocation, and execution of trades for individual and institutional clients. They focus on finding fixed income solutions, especially municipal bonds, while also offering access to equities and other fixed income securities. Their approach emphasizes risk management and tailored investment portfolios to help clients meet their personal investment objectives, leveraging long-standing relationships and market expertise.
Latest 13F Filing Activity
Wiley Bros.-aintree Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,907 equity positions with a total 13F market value of $13B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Ishares TR among other positions. Wiley Bros.-aintree Capital, LLC reduced exposure to Comcast Corp. New, Analog Devices Inc., Merck & Co. Inc. among others.
Top Holdings
Equity Positions (1,907)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.84% | $500.2M | 1,005,611 | $439.59 | $497.41 | +$203.5M |
A AAPL | APPLE INC | 3.17% | $412.9M | 2,011,769 | $220.34 | $205.17 | +$57.9M |
I IVV | ISHARES TR | 2.85% | $371.8M | 597,818 | $566.23 | $620.90 | +$72.6M |
I IJH | ISHARES TR | 2.65% | $344.9M | 5,551,780 | $60.26 | $62.02 | +$99.2M |
A AGG | ISHARES TR | 2.00% | $261.1M | 2,621,743 | $98.89 | $99.20 | +$65.4M |
Industry Allocation
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