You're signed outSign in or to get full access.
First Wilshire Securities Management Inc.
First Wilshire Securities Management Inc. is an employee-owned boutique investment management firm founded in 1977 in Pasadena, California. The firm serves both institutional and high-net-worth individual clients, focusing on small-cap equity investments. First Wilshire adheres to a value investing approach and places a strong emphasis on in-depth, internally-generated research. The firm is known for its family-like company culture, experienced team (with long employee tenures), and personalized service for clients who share their investment philosophy.
Investment Strategy
First Wilshire Securities Management focuses on value investing with an emphasis on identifying small-cap U.S. and foreign equities that offer significant potential at attractive prices. The firm's strategy is unconstrained by traditional equity benchmarks, enabling them to avoid speculative areas and pursue overlooked investment opportunities. Through meticulous research and company visits, they construct portfolios predominantly of small-cap stocks, holding positions patiently until intrinsic value is realized. The firm aims for long-term capital appreciation by investing in companies with sustainable advantages that are undervalued by the market.
Latest 13F Filing Activity
First Wilshire Securities Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 83 equity positions with a total 13F market value of $367M. The fund increased holdings in Camtek LTD, Huntsman Corp., Tri Pointe Homes Inc. among other positions. First Wilshire Securities Management Inc. reduced exposure to Sunrise Communications AG Ads, Matrix SVC Co., Ishares TR among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 10.42% | $38.3M | 379,998 | $100.44 | $100.69 | -$4.2M |
E EZPW | EZCORP INC | 8.54% | $31.4M | 2,258,817 | $7.36 | $13.88 | -$2.7M |
C CAMT | CAMTEK LTD | 6.63% | $24.4M | 288,022 | $64.71 | $84.56 | +$12.9M |
| LIBERTY GLOBAL LTD | 6.34% | $23.3M | 2,326,616 | $9.20 | $10.01 | -$3.2M | |
E ECVT | ECOVYST INC | 4.93% | $18.1M | 2,200,585 | $8.27 | $8.23 | +$4.4M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more