WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
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
+$83M
2
+$67.7M
3
+$67.3M
4
ZM icon
Zoom
ZM
+$63.4M
5
DDS icon
Dillards
DDS
+$38.5M

Top Sells

1
+$63.6M
2
+$40.1M
3
+$39.5M
4
STX icon
Seagate
STX
+$39.4M
5
FOX icon
Fox Class B
FOX
+$39.2M

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
RARE icon
401
Ultragenyx Pharmaceutical
RARE
$3.23B
$1.3M 0.02%
43,179
+7,374
VIRT icon
402
Virtu Financial
VIRT
$2.94B
$1.28M 0.02%
36,193
+5,853
TIC
403
TIC Solutions Inc
TIC
$2.1B
$1.28M 0.02%
+96,419
TSLA icon
404
Tesla
TSLA
$1.41T
$1.28M 0.02%
2,882
-75
NUS icon
405
Nu Skin
NUS
$478M
$1.28M 0.02%
+105,026
FHI icon
406
Federated Hermes
FHI
$3.91B
$1.27M 0.02%
24,400
-4,004
VCTR icon
407
Victory Capital Holdings
VCTR
$3.98B
$1.26M 0.02%
19,506
+1,570
IOSP icon
408
Innospec
IOSP
$1.83B
$1.26M 0.02%
16,345
+1,393
MCFT icon
409
MasterCraft Boat Holdings
MCFT
$298M
$1.25M 0.02%
58,276
-5,347
AMWD icon
410
American Woodmark
AMWD
$806M
$1.23M 0.02%
18,455
-330
APOG icon
411
Apogee Enterprises
APOG
$788M
$1.21M 0.02%
27,819
+1,467
AVO icon
412
Mission Produce
AVO
$852M
$1.19M 0.02%
99,067
+8,183
IRDM icon
413
Iridium Communications
IRDM
$1.73B
$1.16M 0.02%
+66,549
TRMK icon
414
Trustmark
TRMK
$2.33B
$1.16M 0.02%
29,283
-577
BFH icon
415
Bread Financial
BFH
$3.15B
$1.16M 0.02%
+20,733
WTTR icon
416
Select Water Solutions
WTTR
$1.08B
$1.15M 0.02%
108,043
-46,689
GAMB icon
417
Gambling.com
GAMB
$192M
$1.13M 0.02%
138,558
-11,588
FFBC icon
418
First Financial Bancorp
FFBC
$2.48B
$1.12M 0.02%
44,494
+1,281
RYI icon
419
Ryerson Holding
RYI
$735M
$1.12M 0.02%
49,052
+1,523
BRO icon
420
Brown & Brown
BRO
$27.5B
$1.12M 0.02%
11,937
-4,530
USFD icon
421
US Foods
USFD
$17.3B
$1.11M 0.02%
14,537
-9,741
PBF icon
422
PBF Energy
PBF
$4B
$1.11M 0.02%
36,680
-15,582
NNI icon
423
Nelnet
NNI
$4.7B
$1.09M 0.02%
+8,661
FRME icon
424
First Merchants
FRME
$2.15B
$1.08M 0.02%
28,683
-399
FOLD icon
425
Amicus Therapeutics
FOLD
$3B
$1.05M 0.02%
133,476
-11,234
15 16
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