WCM
DK icon

Wedge Capital Management’s Delek US DK Stock Holding History

Wedge Capital Management’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
23,493
+1,005
+4% +$44.6K 0.02% 393
2026
Q1 		$1.01M Sell
22,488
-2,302
-9% -$82.3K 0.02% 433
2025
Q4 		$735K Buy
24,790
+3,103
+14% +$111K 0.01% 459
2025
Q3 		$700K Sell
21,687
-18,220
-46% -$476K 0.01% 475
2025
Q2 		$845K Buy
39,907
+3,241
+9% +$54.5K 0.02% 446
2025
Q1 		$553K Buy
36,666
+4,810
+15% +$83.3K 0.01% 471
2024
Q4 		$589K Buy
31,856
+2,493
+8% +$44.7K 0.01% 469
2024
Q3 		$551K Buy
29,363
+1,419
+5% +$30K 0.01% 461
2024
Q2 		$692K Buy
27,944
+4,005
+17% +$111K 0.01% 434
2024
Q1 		$736K Buy
23,939
+223
+0.9% +$6.04K 0.01% 434
2023
Q4 		$612K Sell
23,716
-73
-0.3% -$1.93K 0.01% 417
2023
Q3 		$676K Buy
+23,789
New +$642K 0.01% 383
2014
Q4 		– Sell
-330,337
Closed -$10.9M – 595
2014
Q3 		$10.9M Sell
330,337
-250
-0.1% -$7.98K 0.12% 219
2014
Q2 		$9.33M Buy
330,587
+30
+0% +$922 0.1% 238
2014
Q1 		$9.6M Sell
330,557
-5,365
-2% -$162K 0.1% 232
2013
Q4 		$11.6M Sell
335,922
-65,546
-16% -$1.78M 0.12% 221
2013
Q3 		$8.47M Buy
+401,468
New +$10.6M 0.1% 235

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YIH
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NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return