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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
+528.98%
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
GPI icon
51
Group 1 Automotive
GPI
$3.44B
$37.9M 0.68%
86,795
-7,559
-8% -$3.17M
NYT icon
52
New York Times
NYT
$12.2B
$37.3M 0.67%
+666,810
New +$35.3M
GRMN
53
Garmin
GRMN
$59.3B
$37.2M 0.66%
178,340
-2,944
-2% -$584K
AER icon
54
AerCap
AER
$24.3B
$37M 0.66%
316,061
-28,776
-8% -$3.11M
LRN icon
55
Stride
LRN
$3.36B
$36.7M 0.66%
253,026
-52,098
-17% -$7.54M
ZION icon
56
Zions Bancorporation
ZION
$10.6B
$36.7M 0.65%
705,674
+47,354
+7% +$2.22M
JXN icon
57
Jackson Financial
JXN
$9.4B
$36.5M 0.65%
411,217
+9,659
+2% +$782K
SNV
58
DELISTED
Synovus
SNV
$36.4M 0.65%
703,947
+2,983
+0.4% +$137K
AMP icon
59
Ameriprise Financial
AMP
$48.9B
$36.2M 0.65%
67,915
-695
-1% -$343K
PRU icon
60
Prudential Financial
PRU
$42.9B
$35M 0.62%
325,769
+19,915
+7% +$2.06M
SLM icon
61
SLM Corp
SLM
$5.23B
$34.8M 0.62%
1,062,690
+1,034,516
+3,672% +$31.6M
FNF icon
62
Fidelity National Financial
FNF
$13.8B
$34.8M 0.62%
620,854
+90,893
+17% +$5.31M
EBAY icon
63
eBay
EBAY
$48.3B
$34.6M 0.62%
464,201
-116,606
-20% -$8.26M
HIG icon
64
Hartford Financial Services
HIG
$38.8B
$34.5M 0.62%
272,163
-17,385
-6% -$2.16M
MET icon
65
MetLife
MET
$61.8B
$34.4M 0.61%
427,482
+2,413
+0.6% +$186K
VLY icon
66
Valley National Bancorp
VLY
$8.25B
$34M 0.61%
3,810,868
+179,146
+5% +$1.56M
UNM icon
67
Unum
UNM
$14.4B
$33.7M 0.6%
417,284
-44,229
-10% -$3.49M
CVS icon
68
CVS Health
CVS
$133B
$33.6M 0.6%
+486,579
New +$31.9M
CAH icon
69
Cardinal Health
CAH
$54.8B
$33.4M 0.6%
198,672
-56,792
-22% -$8.43M
COR icon
70
Cencora
COR
$59.7B
$32.9M 0.59%
109,812
-10,674
-9% -$3.08M
MCK icon
71
McKesson
MCK
$97B
$32.3M 0.58%
44,062
-4,453
-9% -$3.14M
GILD icon
72
Gilead Sciences
GILD
$163B
$31.8M 0.57%
286,929
-13,787
-5% -$1.47M
SOLV icon
73
Solventum
SOLV
$15.1B
$31.6M 0.56%
416,853
-87,539
-17% -$6.2M
DGX icon
74
Quest Diagnostics
DGX
$25.8B
$31.3M 0.56%
174,290
-18,080
-9% -$3.14M
LH icon
75
Labcorp
LH
$25.1B
$31.1M 0.56%
118,642
-19,418
-14% -$4.73M
1 2
3
4 5

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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.