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Ann Wagner

Ann Wagner

REP
House · MO
Data as of 7:33 AM UTC
CAGR
+0.7%
Trades
179
Win Rate
—
Sharpe
0.17
Beta
0.08
Max DD
(10.6%)
CAGR
+0.7%
Trades
179
Win Rate
—
Sharpe
0.17
Beta
0.08
Max DD
(10.6%)

Ann Wagner portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
OTHERBuyKKR Private Equity Conglomer$250K - $500KJun 22, 2026Jul 2, 2026
OTHERSellPARTNERS GROUP PRIVATE EQUIT$15K - $50KJun 10, 2026Jul 2, 2026
MUNISellDIST GO UNLTD 4% TAX BLDG AN$250KMay 1, 2026May 4, 2026
OTHERSellPARTNERS GROUP PRIVATE EQUIT$250K - $500KApr 29, 2026May 4, 2026
OTHERSellAshwaubenon WI [Fidelity Tru$100K - $250KApr 28, 2026May 4, 2026
OTHERSellATHERTON MICH CMNTY SCH$100K - $250KApr 10, 2026May 4, 2026
BONDBuyTexas Valley Oil 5.00% 12/1/$100K - $250KDec 18, 2025Jan 2, 2026
MUNIBuyFloyd County IN 4.00% 12/1/3$100K - $250KDec 5, 2025Jan 2, 2026
MUNIBuyLogan Rogersville R$100K - $250KDec 4, 2025Jan 2, 2026
OTHERBuyJT$100K - $250KDec 1, 2025Apr 16, 2025
100 trades
…

Ann Wagner (R-MO) Stock Trades & Portfolio

Ann Wagner is a United States Representative from MO affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 179 disclosed stock trades from Ann Wagner, filed under the STOCK Act. The portfolio compounds at 0.7% annualized — 0.1% below the S&P 500 benchmark over the same period, with a 55% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Ann Wagner (R-MO) has disclosed 179 trades under the STOCK Act; portfolio CAGR of 0.7% (-0.1% vs. the S&P 500); top tickers traded: N/A, MUNI, BOND.

Ann Wagner's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: N/A, MUNI, BOND. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 0.7% CAGR, -0.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Ann Wagner's disclosed portfolio value & net worth

Ann Wagner's disclosed stock portfolio is valued at approximately $7.5M across 8 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Ann Wagner's total net worth, not a complete measure of it.