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WCM

Wedge Capital Management Portfolio holdings

AUM $6.06B
1-Year Est. Return 47.24%
This Fund
S&P 500
This Quarter Est. Return
+9.78%
1 Year Est. Return
+47.24%
3 Year Est. Return
+138.72%
5 Year Est. Return
+177.67%
10 Year Est. Return
+529.02%
AUM
$5.9B
AUM Growth
+$300M
Cap. Flow
-$81.3M
Cap. Flow %
-1.38%
Top 10 Hldgs %
12.7%
Holding
551
New
42
Increased
169
Reduced
298
Closed
26

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$65.6M
2
ZM icon
Zoom
ZM
+$59.9M
3
ANET icon
Arista Networks
ANET
+$59.8M
4
IDCC icon
InterDigital
IDCC
+$52.9M
5
VOYA icon
Voya Financial
VOYA
+$36.1M

Top Sells

Rank Stock Value
1
FTNT icon
Fortinet
FTNT
+$63.6M
2
LNW
Light & Wonder
LNW
+$40.1M
3
FOX icon
Fox Class B
FOX
+$39.2M
4
WFC icon
Wells Fargo
WFC
+$38.2M
5
SNV
Synovus
SNV
+$36.4M

Sector Composition

Rank Sector Weight
1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLBD icon
326
Blue Bird Corp
BLBD
$2.03B
$2.3M 0.04%
39,988
+2,058
+5% +$107K
ADEA icon
327
Adeia
ADEA
$3B
$2.29M 0.04%
136,556
+22,009
+19% +$326K
HIW icon
328
Highwoods Properties
HIW
$3.36B
$2.28M 0.04%
+71,753
New +$2.2M
SF
329
Stifel
SF
$12.2B
$2.27M 0.04%
29,990
-6,361
-17% -$476K
TNC icon
330
Tennant Co
TNC
$1.25B
$2.26M 0.04%
27,831
-2,439
-8% -$199K
RYTM icon
331
Rhythm Pharmaceuticals
RYTM
$7.01B
$2.25M 0.04%
22,244
-7,747
-26% -$719K
ZD icon
332
Ziff Davis
ZD
$1.91B
$2.24M 0.04%
58,886
+10,416
+21% +$365K
CNNE icon
333
Cannae Holdings
CNNE
$674M
$2.23M 0.04%
121,790
-11,059
-8% -$219K
CBSH icon
334
Commerce Bancshares
CBSH
$8.36B
$2.22M 0.04%
39,059
+3,100
+9% +$182K
GIII icon
335
G-III Apparel Group
GIII
$1.17B
$2.19M 0.04%
82,339
+16,124
+24% +$409K
MBC icon
336
MasterBrand
MBC
$1.66B
$2.19M 0.04%
166,117
+14,374
+9% +$178K
TNET icon
337
TriNet
TNET
$3.03B
$2.18M 0.04%
32,632
+1,395
+4% +$94.9K
PLOW icon
338
Douglas Dynamics
PLOW
$960M
$2.18M 0.04%
69,682
-6,567
-9% -$206K
SMG icon
339
ScottsMiracle-Gro
SMG
$3.35B
$2.17M 0.04%
38,139
+153
+0.4% +$9.65K
PLUS icon
340
ePlus
PLUS
$2.34B
$2.16M 0.04%
30,440
+6,057
+25% +$427K
ATEN icon
341
A10 Networks
ATEN
$1.78B
$2.16M 0.04%
119,015
+27,514
+30% +$498K
LYTS icon
342
LSI Industries
LYTS
$729M
$2.09M 0.04%
88,489
-5,400
-6% -$110K
MATW icon
343
Matthews International
MATW
$636M
$2.08M 0.04%
85,710
+5,945
+7% +$146K
ABM icon
344
ABM Industries
ABM
$2.96B
$2.07M 0.04%
44,909
-3,921
-8% -$186K
UTL icon
345
Unitil
UTL
$985M
$2.06M 0.04%
43,136
+11,534
+36% +$563K
OLN icon
346
Olin
OLN
$2.04B
$2.04M 0.03%
81,517
+5,409
+7% +$120K
SAM icon
347
Boston Beer
SAM
$1.67B
$2.04M 0.03%
9,628
+990
+11% +$211K
EPR icon
348
EPR Properties
EPR
$4.59B
$2.03M 0.03%
35,005
-3,100
-8% -$174K
CNMD icon
349
CONMED
CNMD
$1.4B
$2.03M 0.03%
43,155
+9,329
+28% +$484K
PNFP icon
350
Pinnacle Financial Partners Inc
PNFP
$15.2B
$1.99M 0.03%
21,253
-19,797
-48% -$1.98M
12 13
14
15 16

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Wedge Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Wedge Capital Management held 551 positions worth $5.9B, up 5.4% from $5.6B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Wedge Capital Management's Q3 2025 filing shows 42 new, 169 increased, 298 reduced and 26 closed positions. Its largest new stake was Zoom: 767,965 shares worth $63.4M. The largest sale was Fortinet, an estimated $63.6M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Wedge Capital Management's largest Q3 2025 buy was Zoom: 767,965 shares worth $63.4M.
  • Wedge Capital Management added most to Lam Research in Q3 2025, an estimated $65.6M increase.
  • Wedge Capital Management's biggest Q3 2025 reduction was Wells Fargo, cutting an estimated $38.2M.
  • Wedge Capital Management fully exited Fortinet in Q3 2025, selling an estimated $63.6M.
  • Wedge Capital Management's ten largest holdings make up 13% of its $5.9B portfolio in Q3 2025.
  • Wedge Capital Management opened 42 new positions and closed 26 in Q3 2025.
  • Wedge Capital Management's portfolio value rose 5.4% quarter-over-quarter to $5.9B.

Based on Wedge Capital Management's 13F filing for Q3 2025, filed 10 Oct 2025.