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Integrated Wealth Concepts’s Weis Markets WMK Stock Holding History

Integrated Wealth Concepts’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 		$4.01M Buy
+51,159
New +$3.75M 0.03% 569

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Integrated Wealth Concepts's WMK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Weis Markets (WMK) in Q2 2026: 51,159 shares worth $4.01M. The stake represents 0.03% of the portfolio and ranks #569 among its holdings.

200 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • Integrated Wealth Concepts held 51,159 shares of Weis Markets worth $4.01M as of Q2 2026.
  • Weis Markets was a new Integrated Wealth Concepts position in Q2 2026.
  • Weis Markets made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #569 holding.
  • 200 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.