We are live on ! Find out more
WCM

Wedge Capital Management Portfolio holdings

AUM $6.06B
1-Year Est. Return 47.24%
This Fund
S&P 500
This Quarter Est. Return
+4.2%
1 Year Est. Return
+47.24%
3 Year Est. Return
+138.72%
5 Year Est. Return
+177.67%
10 Year Est. Return
+778.44%
AUM
$5.57B
AUM Growth
-$335M
Cap. Flow
-$507M
Cap. Flow %
-9.1%
Top 10 Hldgs %
11.77%
Holding
550
New
25
Increased
182
Reduced
302
Closed
39

Top Buys

Rank Stock Value
1
SNX icon
TD Synnex
SNX
+$61.4M
2
LDOS icon
Leidos
LDOS
+$58.6M
3
DELL icon
Dell
DELL
+$57.7M
4
KEYS icon
Keysight
KEYS
+$55.1M
5
GIL icon
Gildan
GIL
+$35.1M

Top Sells

Rank Stock Value
1
FFIV icon
F5
FFIV
+$65.8M
2
CVLT icon
Commault Systems
CVLT
+$64.7M
3
DOX icon
Amdocs
DOX
+$54.8M
4
EA
Electronic Arts
EA
+$38.4M
5
NXT icon
Nextpower Inc
NXT
+$36.2M

Sector Composition

Rank Sector Weight
1 Technology 31.28%
2 Financials 15.68%
3 Consumer Discretionary 14.25%
4 Healthcare 12.96%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTCT icon
326
NETSCOUT
NTCT
$2.79B
$2.34M 0.04%
86,359
-11,826
-12% -$320K
CBSH icon
327
Commerce Bancshares
CBSH
$8.5B
$2.34M 0.04%
44,627
+5,568
+14% +$291K
HWC icon
328
Hancock Whitney
HWC
$6.24B
$2.32M 0.04%
36,458
-806
-2% -$49K
MTH icon
329
Meritage Homes
MTH
$4.86B
$2.27M 0.04%
34,532
-642
-2% -$44.5K
PLOW icon
330
Douglas Dynamics
PLOW
$1.02B
$2.23M 0.04%
68,149
-1,533
-2% -$48.5K
BDC icon
331
Belden
BDC
$5.19B
$2.22M 0.04%
19,053
+2,670
+16% +$311K
BLBD icon
332
Blue Bird Corp
BLBD
$2.18B
$2.17M 0.04%
46,121
+6,133
+15% +$321K
ATEN icon
333
A10 Networks
ATEN
$1.95B
$2.14M 0.04%
120,897
+1,882
+2% +$33.3K
AZZ icon
334
AZZ Inc
AZZ
$4.54B
$2.12M 0.04%
+19,782
New +$2.05M
DLX icon
335
Deluxe
DLX
$1.15B
$2.12M 0.04%
94,863
-1,216
-1% -$24.5K
HRI icon
336
Herc Holdings
HRI
$5.61B
$2.1M 0.04%
+14,140
New +$1.94M
SMG icon
337
ScottsMiracle-Gro
SMG
$3.66B
$2.09M 0.04%
35,798
-2,341
-6% -$131K
YETI icon
338
Yeti Holdings
YETI
$3.95B
$2.08M 0.04%
47,045
-1,302
-3% -$50.1K
NTST
339
NETSTREIT Corp
NTST
$2.1B
$2.06M 0.04%
116,824
-17,391
-13% -$317K
RYTM icon
340
Rhythm Pharmaceuticals
RYTM
$7.96B
$2.06M 0.04%
19,247
-2,997
-13% -$318K
AMG icon
341
Affiliated Managers Group
AMG
$9.76B
$2.04M 0.04%
7,086
-415
-6% -$107K
IIPR icon
342
Innovative Industrial Properties
IIPR
$1.72B
$2.04M 0.04%
43,022
-952
-2% -$49.3K
GIII icon
343
G-III Apparel Group
GIII
$1.5B
$2.03M 0.04%
69,952
-12,387
-15% -$354K
TNC icon
344
Tennant Co
TNC
$1.26B
$2.02M 0.04%
27,475
-356
-1% -$27.2K
AVGO icon
345
Broadcom
AVGO
$2.04T
$2.01M 0.04%
5,794
+233
+4% +$83.3K
LYTS icon
346
LSI Industries
LYTS
$924M
$2M 0.04%
109,273
+20,784
+23% +$422K
NWN icon
347
Northwest Natural Holdings
NWN
$2.12B
$2M 0.04%
42,712
-15,800
-27% -$737K
UNFI icon
348
United Natural Foods
UNFI
$2.85B
$1.98M 0.04%
58,817
-9,964
-14% -$370K
CMPR icon
349
Cimpress
CMPR
$2.31B
$1.97M 0.04%
+29,553
New +$2M
EYE icon
350
National Vision
EYE
$1.81B
$1.95M 0.04%
75,705
-20,353
-21% -$547K
12 13
14
15 16

Similar funds

HPG
Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
JWBC
John W. Bristol & Co New York $6.08B AUM 16.51% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
CIS
Capital International Sarl Los Angeles, California $6.11B AUM 32.29% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wedge Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Wedge Capital Management held 550 positions worth $5.57B, down 5.7% from $5.9B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Wedge Capital Management withdrew a net $507M in Q4 2025, closing 39 positions and reducing 302 holdings. Its most notable exit was F5, an estimated $65.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 32% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Wedge Capital Management opened a new position in TD Synnex worth $60.1M.

  • Wedge Capital Management's largest Q4 2025 buy was TD Synnex: 400,083 shares worth $60.1M.
  • Wedge Capital Management added most to Leidos in Q4 2025, an estimated $58.6M increase.
  • Wedge Capital Management's biggest Q4 2025 reduction was Amdocs, cutting an estimated $54.8M.
  • Wedge Capital Management fully exited F5 in Q4 2025, selling an estimated $65.8M.
  • Wedge Capital Management's ten largest holdings make up 12% of its $5.57B portfolio in Q4 2025.
  • Wedge Capital Management opened 25 new positions and closed 39 in Q4 2025.
  • Wedge Capital Management's portfolio value fell 5.7% quarter-over-quarter to $5.57B.

Based on Wedge Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.