WCM
SF

Wedge Capital Management’s Stifel SF Stock Holding History

Wedge Capital Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.51M Buy
35,922
+4,315
+14% +$322K 0.04% 298
2026
Q1 		$2.34M Buy
31,607
+1,319
+4% +$105K 0.04% 308
2025
Q4 		$2.53M Buy
30,288
+298
+1% +$23.8K 0.05% 314
2025
Q3 		$2.27M Sell
29,990
-6,361
-17% -$476K 0.04% 329
2025
Q2 		$2.52M Buy
36,351
+2,499
+7% +$153K 0.04% 285
2025
Q1 		$2.13M Buy
33,852
+7,413
+28% +$523K 0.04% 311
2024
Q4 		$1.87M Sell
26,439
-3,431
-11% -$245K 0.03% 340
2024
Q3 		$1.87M Buy
29,870
+351
+1% +$20K 0.03% 336
2024
Q2 		$1.66M Sell
29,519
-75
-0.3% -$3.97K 0.03% 334
2024
Q1 		$1.54M Buy
+29,594
New +$1.46M 0.03% 355
2013
Q3 		– Sell
-1,076,920
Closed -$17.1M – 512
2013
Q2 		$17.1M Buy
+1,076,920
New +$16.3M 0.21% 177

Other funds holding SF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return