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Diversified Trust’s Weis Markets WMK Stock Holding History

Diversified Trust’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$474K Sell
6,050
-1,322
-18% -$97K 0.01% 773
2026
Q1 		$504K Sell
7,372
-600
-8% -$41K 0.01% 682
2025
Q4 		$511K Sell
7,972
-1,543
-16% -$103K 0.01% 646
2025
Q3 		$684K Buy
9,515
+504
+6% +$36.8K 0.01% 523
2025
Q2 		$653K Sell
9,011
-118
-1% -$9.24K 0.01% 513
2025
Q1 		$703K Buy
9,129
+122
+1% +$8.77K 0.02% 462
2024
Q4 		$610K Hold
9,007
– – 0.01% 531
2024
Q3 		$621K Buy
9,007
+1,639
+22% +$112K 0.02% 535
2024
Q2 		$462K Buy
7,368
+4,001
+119% +$255K 0.01% 561
2024
Q1 		$217K Buy
+3,367
New +$210K 0.01% 734
2013
Q3 		– Sell
-6,170
Closed -$279K – 486
2013
Q2 		$279K Buy
+6,170
New +$259K 0.03% 407

Other funds holding WMK

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Diversified Trust's WMK Position: Q2 2026 in Review

Diversified Trust reduced its Weis Markets (WMK) stake by 18% in Q2 2026, selling an estimated $97K and leaving 6,050 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #773.

Diversified Trust first reported a position in WMK in Q2 2013 and has held it in 11 quarters since. The position peaked at $703K in Q1 2025. 10 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • Diversified Trust held 6,050 shares of Weis Markets worth $474K as of Q2 2026.
  • Diversified Trust sold 1,322 Weis Markets shares in Q2 2026, an estimated $97K.
  • Weis Markets made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #773 holding.
  • Diversified Trust first reported a position in Weis Markets in Q2 2013 and has held it in 11 quarters since.
  • Diversified Trust's Weis Markets position peaked at $703K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.