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Total Wealth Planning & Management’s Weyco Group WEYS Stock Holding History

Total Wealth Planning & Management’s Portfolio WEYS Stock Details WEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$822K Buy
+24,788
New +$762K 0.67% 38

Other funds holding WEYS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Total Wealth Planning & Management's WEYS Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Weyco Group (WEYS) in Q2 2025: 24,788 shares worth $822K. The stake represents 0.67% of the portfolio and ranks #38 among its holdings.

75 funds tracked by Wall St. Rank hold WEYS as of Q2 2025.

  • Total Wealth Planning & Management held 24,788 shares of Weyco Group worth $822K as of Q2 2025.
  • Weyco Group was a new Total Wealth Planning & Management position in Q2 2025.
  • Weyco Group made up 0.67% of Total Wealth Planning & Management's portfolio in Q2 2025, its #38 holding.
  • 75 funds tracked by Wall St. Rank held Weyco Group as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.