WLPWM
AKRE

Walled Lake Planning & Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Sell
50,404
-5,285
-9% -$286K 0.68% 33
2026
Q1 		$2.94M Buy
+55,689
New +$3.23M 0.86% 27

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AKRE Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Akre Focus ETF (AKRE) stake by 9.5% in Q2 2026, selling an estimated $286K and leaving 50,404 shares worth $2.68M. The position accounts for 0.68% of the portfolio, ranked #33.

Walled Lake Planning & Wealth Management first reported a position in AKRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.94M in Q1 2026. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 50,404 shares of Akre Focus ETF worth $2.68M as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 5,285 Akre Focus ETF shares in Q2 2026, an estimated $286K.
  • Akre Focus ETF made up 0.68% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Akre Focus ETF in Q1 2026 and has held it in 2 quarters since.
  • Walled Lake Planning & Wealth Management's Akre Focus ETF position peaked at $2.94M in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.