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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
+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
WFC icon
476
Wells Fargo
WFC
$264B
$511K 0.01%
5,480
-88
-2% -$7.64K
CVX icon
477
Chevron
CVX
$366B
$510K 0.01%
3,345
+174
+5% +$26.5K
IBM icon
478
IBM
IBM
$224B
$504K 0.01%
1,700
+34
+2% +$10.2K
LAMR icon
479
Lamar Advertising Co
LAMR
$16.3B
$476K 0.01%
3,760
-837
-18% -$105K
CRM icon
480
Salesforce
CRM
$158B
$471K 0.01%
1,778
+110
+7% +$27.3K
CAT icon
481
Caterpillar
CAT
$387B
$453K 0.01%
790
-59
-7% -$32.8K
ABT icon
482
Abbott
ABT
$187B
$438K 0.01%
3,498
+244
+7% +$31.1K
RTX icon
483
RTX Corp
RTX
$301B
$428K 0.01%
2,335
-75
-3% -$13K
AMAT icon
484
Applied Materials
AMAT
$428B
$401K 0.01%
1,561
-55
-3% -$13.2K
QCOM icon
485
Qualcomm
QCOM
$176B
$370K 0.01%
2,161
+56
+3% +$9.6K
ATKR icon
486
Atkore
ATKR
$3.16B
$357K 0.01%
5,640
-1,424
-20% -$92.9K
TJX icon
487
TJX Companies
TJX
$178B
$341K 0.01%
2,223
+84
+4% +$12.4K
EQT icon
488
EQT Corp
EQT
$32.3B
$337K 0.01%
6,286
-1,945
-24% -$109K
MS icon
489
Morgan Stanley
MS
$340B
$332K 0.01%
1,870
-117
-6% -$19.5K
APP icon
490
Applovin
APP
$116B
$331K 0.01%
491
+9
+2% +$5.67K
AXP icon
491
American Express
AXP
$230B
$330K 0.01%
891
-56
-6% -$20K
GEV icon
492
GE Vernova
GEV
$264B
$322K 0.01%
492
-25
-5% -$15.2K
ADBE icon
493
Adobe
ADBE
$105B
$310K 0.01%
886
+44
+5% +$15K
AVB icon
494
AvalonBay Communities
AVB
$26.8B
$310K 0.01%
1,709
-292
-15% -$53K
EXR icon
495
Extra Space Storage
EXR
$31.6B
$302K 0.01%
2,321
+44
+2% +$6K
SCHW
496
Charles Schwab
SCHW
$187B
$281K 0.01%
2,813
-154
-5% -$14.6K
MDT icon
497
Medtronic
MDT
$112B
$280K 0.01%
2,919
+202
+7% +$19.6K
ADI icon
498
Analog Devices
ADI
$190B
$270K ﹤0.01%
994
+26
+3% +$6.53K
BLK icon
499
Blackrock
BLK
$176B
$268K ﹤0.01%
250
-10
-4% -$10.9K
SPGI icon
500
S&P Global
SPGI
$120B
$267K ﹤0.01%
510
-12
-2% -$5.94K
18 19
20
21 22

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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.