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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 		$7.9M Buy
+100,827
New +$7.4M 0.04% 430

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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: 100,827 shares worth $7.9M. The stake represents 0.04% of the portfolio and ranks #430 among its holdings.

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

  • Integrated Wealth Concepts held 100,827 shares of Weis Markets worth $7.9M as of Q2 2026.
  • Weis Markets was a new Integrated Wealth Concepts position in Q2 2026.
  • Weis Markets made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #430 holding.
  • 114 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.