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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
AXS icon
151
AXIS Capital
AXS
$7.57B
$10M 0.18%
96,666
-12,230
-11% -$1.22M
SNA icon
152
Snap-on
SNA
$21.6B
$9.97M 0.18%
32,050
+1,063
+3% +$338K
DG icon
153
Dollar General
DG
$28.1B
$9.88M 0.18%
86,393
+14,623
+20% +$1.45M
EMN icon
154
Eastman Chemical
EMN
$8.45B
$9.34M 0.17%
125,073
+16,155
+15% +$1.27M
FTV icon
155
Fortive
FTV
$18.3B
$9.27M 0.17%
177,898
-66,853
-27% -$3.5M
RSG icon
156
Republic Services
RSG
$63.9B
$8.68M 0.15%
35,179
-10,615
-23% -$2.62M
CI icon
157
Cigna
CI
$72.4B
$8.4M 0.15%
25,423
-4,397
-15% -$1.42M
UHS icon
158
Universal Health Services
UHS
$10.2B
$8.15M 0.15%
45,009
+1,614
+4% +$291K
FDX icon
159
FedEx
FDX
$74.1B
$8.08M 0.14%
35,530
+315
+0.9% +$69K
GPN icon
160
Global Payments
GPN
$24.1B
$7.99M 0.14%
99,812
-3,803
-4% -$301K
BLDR icon
161
Builders FirstSource
BLDR
$8.11B
$7.92M 0.14%
67,883
+9,664
+17% +$1.12M
UNH icon
162
UnitedHealth
UNH
$370B
$7.63M 0.14%
24,459
+3,998
+20% +$1.53M
SAIC icon
163
Saic
SAIC
$5.09B
$7.58M 0.14%
67,325
+17,921
+36% +$2.04M
APD icon
164
Air Products & Chemicals
APD
$65.6B
$7.57M 0.14%
26,827
-2,198
-8% -$601K
NUE icon
165
Nucor
NUE
$62.4B
$7.41M 0.13%
57,205
+7,259
+15% +$848K
ZBH icon
166
Zimmer Biomet
ZBH
$18.5B
$7.4M 0.13%
81,177
-12,302
-13% -$1.19M
MOS icon
167
The Mosaic Company
MOS
$7.22B
$7.32M 0.13%
+200,752
New +$6.43M
PB icon
168
Prosperity Bancshares
PB
$8.98B
$7.32M 0.13%
104,254
+4,318
+4% +$297K
TMO icon
169
Thermo Fisher Scientific
TMO
$209B
$7.24M 0.13%
17,847
+10,381
+139% +$4.34M
UFPI icon
170
UFP Industries
UFPI
$5.24B
$7.15M 0.13%
71,999
+15,449
+27% +$1.56M
ES icon
171
Eversource Energy
ES
$27.3B
$7.12M 0.13%
111,928
-809
-0.7% -$49.9K
AMCR icon
172
Amcor
AMCR
$21.8B
$7.1M 0.13%
154,581
+26,401
+21% +$1.22M
RS icon
173
Reliance Steel & Aluminium
RS
$21.2B
$7.02M 0.13%
22,371
-13,779
-38% -$4.07M
LKQ icon
174
LKQ Corp
LKQ
$6.2B
$6.99M 0.12%
188,904
-3,504
-2% -$140K
INGR icon
175
Ingredion
INGR
$6.6B
$6.92M 0.12%
51,010
+2,311
+5% +$312K
5 6
7
8 9

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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.