Vest Financial’s Weis Markets WMK Stock Holding History

Vest Financial’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
2025 Q3	–	Sell	-14,034	Closed	-$1.02M	–	438
2025 Q2	$1.02M	Buy	14,034 +2,802	+25%	+$219K	0.01%	347
2025 Q1	$865K	Buy	+11,232	New	+$808K	0.01%	329

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vest Financial's WMK Position: Q3 2025 in Review

Vest Financial sold out of Weis Markets (WMK) in Q3 2025, closing a stake of 14,034 shares — an estimated $1.02M sold.

Vest Financial first reported a position in WMK in Q1 2025 and held it in 2 quarters. The position peaked at $1.02M in Q2 2025. 181 funds tracked by Wall St. Rank hold WMK as of Q3 2025.

Vest Financial reported no remaining Weis Markets position as of Q3 2025 after selling out during the quarter.
Vest Financial sold 14,034 Weis Markets shares in Q3 2025, an estimated $1.02M.
Vest Financial first reported a position in Weis Markets in Q1 2025 and held it in 2 quarters.
Vest Financial's Weis Markets position peaked at $1.02M in Q2 2025.
181 funds tracked by Wall St. Rank held Weis Markets as of Q3 2025.

Based on Vest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.