WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.9B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.9M
3
+$59.8M
4
IDCC icon
InterDigital
IDCC
+$52.9M
5
VOYA icon
Voya Financial
VOYA
+$36.1M

Top Sells

1
+$63.6M
2
+$40.1M
3
+$39.2M
4
WFC icon
Wells Fargo
WFC
+$38.2M
5
SNV
Synovus
SNV
+$36.4M

Sector Composition

1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBNK icon
376
Capital Bancorp
CBNK
$497M
$1.56M 0.03%
48,907
-4,608
ENOV icon
377
Enovis
ENOV
$1.47B
$1.55M 0.03%
50,984
-111,993
HDSN
378
Hudson Technologies
HDSN
$305M
$1.54M 0.03%
155,068
-55,234
THS
379
DELISTED
Treehouse Foods
THS
$1.53M 0.03%
75,926
+13,952
LIND icon
380
Lindblad Expeditions
LIND
$1.02B
$1.53M 0.03%
+119,373
ARDT
381
Ardent Health
ARDT
$1.38B
$1.52M 0.03%
114,556
+13,342
FBP icon
382
First Bancorp
FBP
$3.33B
$1.48M 0.03%
67,254
-1,512
CMA
383
DELISTED
Comerica
CMA
$1.45M 0.02%
21,179
-8,048
DFIN icon
384
Donnelley Financial Solutions
DFIN
$1.36B
$1.45M 0.02%
28,115
+5,317
SBAC icon
385
SBA Communications
SBAC
$20.9B
$1.44M 0.02%
7,453
-1,861
ENR icon
386
Energizer
ENR
$1.3B
$1.44M 0.02%
+57,801
FG icon
387
F&G Annuities & Life
FG
$3.15B
$1.43M 0.02%
+45,864
ACIW icon
388
ACI Worldwide
ACIW
$4.38B
$1.41M 0.02%
26,707
-2,274
COLM icon
389
Columbia Sportswear
COLM
$3.25B
$1.4M 0.02%
26,779
-2,115
GEF icon
390
Greif
GEF
$4.09B
$1.4M 0.02%
23,436
+4,137
TPH icon
391
Tri Pointe Homes
TPH
$3.92B
$1.4M 0.02%
+41,141
MTX icon
392
Minerals Technologies
MTX
$2.22B
$1.39M 0.02%
22,373
+1,573
HG icon
393
Hamilton Insurance Group
HG
$3.09B
$1.38M 0.02%
+55,831
AVNT icon
394
Avient
AVNT
$3.66B
$1.37M 0.02%
41,656
-3,470
WS icon
395
Worthington Steel
WS
$1.99B
$1.37M 0.02%
44,931
-4,029
OII icon
396
Oceaneering
OII
$3.49B
$1.37M 0.02%
55,097
-25,271
SLVM icon
397
Sylvamo
SLVM
$1.84B
$1.35M 0.02%
30,482
+7,004
TILE icon
398
Interface
TILE
$1.69B
$1.35M 0.02%
46,559
-5,895
HOMB icon
399
Home BancShares
HOMB
$5.51B
$1.33M 0.02%
47,020
-4,056
FIHL icon
400
Fidelis Insurance
FIHL
$2.01B
$1.31M 0.02%
72,167
+1,226
14 15
16
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