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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
+12.17%
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
$5.6B
AUM Growth
+$440M
Cap. Flow
-$48.1M
Cap. Flow %
-0.86%
Top 10 Hldgs %
12.5%
Holding
542
New
30
Increased
238
Reduced
237
Closed
33

Top Buys

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$58.1M
2
TEL icon
TE Connectivity
TEL
+$54.9M
3
NXT icon
Nextpower Inc
NXT
+$53.6M
4
EA icon
Electronic Arts
EA
+$38.1M
5
NYT icon
New York Times
NYT
+$35.3M

Top Sells

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$57.2M
2
NOC icon
Northrop Grumman
NOC
+$56.4M
3
AAPL icon
Apple
AAPL
+$51.7M
4
HOLX
Hologic
HOLX
+$38.7M
5
LAD icon
Lithia Motors
LAD
+$37.1M

Sector Composition

Rank Sector Weight
1 Technology 28.47%
2 Financials 15.87%
3 Consumer Discretionary 12.67%
4 Healthcare 12.64%
5 Industrials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLMN icon
426
Bloomin' Brands
BLMN
$931M
$1.01M 0.02%
116,850
-3,088
-3% -$24.8K
AMWD
427
DELISTED
American Woodmark
AMWD
$1M 0.02%
+18,785
New +$1.06M
ZEUS
428
DELISTED
Olympic Steel
ZEUS
$997K 0.02%
30,583
-485
-2% -$15.1K
NWBI icon
429
Northwest Bancshares
NWBI
$2.29B
$993K 0.02%
77,726
– –
GLRE icon
430
Greenlight Captial
GLRE
$511M
$964K 0.02%
+67,071
New +$923K
V icon
431
Visa
V
$692B
$943K 0.02%
2,657
+95
+4% +$33.1K
TSLA icon
432
Tesla
TSLA
$1.26T
$939K 0.02%
2,957
+478
+19% +$144K
REX icon
433
REX American Resources
REX
$1.43B
$923K 0.02%
37,892
-18,544
-33% -$391K
OIS icon
434
Oil States International
OIS
$501M
$916K 0.02%
170,816
+693
+0.4% +$3.06K
NVST icon
435
Envista
NVST
$4.46B
$904K 0.02%
46,250
-106
-0.2% -$1.84K
LAMR icon
436
Lamar Advertising Co
LAMR
$16.2B
$900K 0.02%
7,414
-2,094
-22% -$243K
PFBC icon
437
Preferred Bank
PFBC
$1.25B
$895K 0.02%
10,336
+1
+0% +$82
AMR icon
438
Alpha Metallurgical Resources
AMR
$1.93B
$894K 0.02%
7,944
+1,737
+28% +$203K
BY icon
439
Byline Bancorp
BY
$1.79B
$892K 0.02%
33,382
+3,090
+10% +$79.3K
PAL
440
Proficient Auto Logistics
PAL
$197M
$887K 0.02%
122,168
+481
+0.4% +$3.76K
IART icon
441
Integra LifeSciences
IART
$1.33B
$860K 0.02%
70,114
+801
+1% +$11.6K
THFF icon
442
First Financial Corp
THFF
$981M
$856K 0.02%
15,802
+596
+4% +$29.7K
TTI icon
443
TETRA Technologies
TTI
$1.27B
$853K 0.02%
253,927
-571
-0.2% -$1.66K
AVTR icon
444
Avantor
AVTR
$8.91B
$851K 0.02%
63,206
-16,279
-20% -$223K
ACCO icon
445
Acco Brands
ACCO
$407M
$847K 0.02%
236,483
– –
DK icon
446
Delek US
DK
$3.6B
$845K 0.02%
39,907
+3,241
+9% +$54.5K
OXM icon
447
Oxford Industries
OXM
$560M
$835K 0.01%
20,757
-19
-0.1% -$955
FOLD
448
DELISTED
Amicus Therapeutics
FOLD
$829K 0.01%
144,710
+932
+0.6% +$6.01K
PEBO icon
449
Peoples Bancorp
PEBO
$1.48B
$828K 0.01%
27,110
+410
+2% +$12K
LXU icon
450
LSB Industries
LXU
$698M
$825K 0.01%
105,761
-36,240
-26% -$248K
16 17
18
19 20

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Wedge Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Wedge Capital Management held 542 positions worth $5.6B, up 8.5% from $5.16B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Wedge Capital Management's Q2 2025 filing shows 30 new, 238 increased, 237 reduced and 33 closed positions. Its largest new stake was Cognizant: 757,804 shares worth $59.1M. The largest sale was GoDaddy, an estimated $57.2M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Wedge Capital Management's largest Q2 2025 buy was Cognizant: 757,804 shares worth $59.1M.
  • Wedge Capital Management added most to Uber in Q2 2025, an estimated $34.7M increase.
  • Wedge Capital Management's biggest Q2 2025 reduction was GoDaddy, cutting an estimated $57.2M.
  • Wedge Capital Management fully exited Northrop Grumman in Q2 2025, selling an estimated $56.4M.
  • Wedge Capital Management's ten largest holdings make up 13% of its $5.6B portfolio in Q2 2025.
  • Wedge Capital Management opened 30 new positions and closed 33 in Q2 2025.
  • Wedge Capital Management's portfolio value rose 8.5% quarter-over-quarter to $5.6B.

Based on Wedge Capital Management's 13F filing for Q2 2025, filed 11 Jul 2025.