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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
+9.78%
1 Year Est. Return
+47.24%
3 Year Est. Return
+138.72%
5 Year Est. Return
+177.67%
10 Year Est. Return
+529.02%
AUM
$5.9B
AUM Growth
+$300M
Cap. Flow
-$81.3M
Cap. Flow %
-1.38%
Top 10 Hldgs %
12.7%
Holding
551
New
42
Increased
169
Reduced
298
Closed
26

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$65.6M
2
ZM icon
Zoom
ZM
+$59.9M
3
ANET icon
Arista Networks
ANET
+$59.8M
4
IDCC icon
InterDigital
IDCC
+$52.9M
5
VOYA icon
Voya Financial
VOYA
+$36.1M

Top Sells

Rank Stock Value
1
FTNT icon
Fortinet
FTNT
+$63.6M
2
LNW
Light & Wonder
LNW
+$40.1M
3
FOX icon
Fox Class B
FOX
+$39.2M
4
WFC icon
Wells Fargo
WFC
+$38.2M
5
SNV
Synovus
SNV
+$36.4M

Sector Composition

Rank Sector Weight
1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
151
Accenture
ACN
$109B
$11.1M 0.19%
45,179
+5,530
+14% +$1.44M
UPS icon
152
United Parcel Service
UPS
$85.9B
$11.1M 0.19%
133,332
+27,318
+26% +$2.47M
BRK.B icon
153
Berkshire Hathaway Class B
BRK.B
$1.08T
$11M 0.19%
21,828
-1,799
-8% -$871K
AGCO icon
154
AGCO
AGCO
$8.95B
$10.7M 0.18%
100,156
-448
-0.4% -$49.5K
AON icon
155
Aon
AON
$67.6B
$10.1M 0.17%
28,317
-3,453
-11% -$1.25M
OC icon
156
Owens Corning
OC
$10.5B
$10M 0.17%
70,963
-6,659
-9% -$977K
EMN icon
157
Eastman Chemical
EMN
$8.02B
$9.99M 0.17%
158,514
+33,441
+27% +$2.33M
SYY icon
158
Sysco
SYY
$38.3B
$9.94M 0.17%
120,660
-34,490
-22% -$2.76M
ACGL icon
159
Arch Capital
ACGL
$32.9B
$9.71M 0.16%
106,988
-4,876
-4% -$437K
DG icon
160
Dollar General
DG
$28.3B
$9.48M 0.16%
91,698
+5,305
+6% +$582K
AXS icon
161
AXIS Capital
AXS
$7.27B
$9.35M 0.16%
97,580
+914
+0.9% +$88.5K
UHS icon
162
Universal Health Services
UHS
$10.1B
$9.29M 0.16%
45,429
+420
+0.9% +$75.6K
TMO icon
163
Thermo Fisher Scientific
TMO
$224B
$9.15M 0.15%
18,859
+1,012
+6% +$471K
STAG icon
164
STAG Industrial
STAG
$7.23B
$9.13M 0.15%
258,753
-18,103
-7% -$645K
MTZ icon
165
MasTec
MTZ
$20.2B
$9.13M 0.15%
42,903
+3,591
+9% +$658K
ES icon
166
Eversource Energy
ES
$27.1B
$8.83M 0.15%
124,187
+12,259
+11% +$804K
LDOS icon
167
Leidos
LDOS
$16.4B
$8.81M 0.15%
46,618
+4,758
+11% +$828K
UNH icon
168
UnitedHealth
UNH
$360B
$8.78M 0.15%
25,431
+972
+4% +$294K
CI icon
169
Cigna
CI
$73.2B
$8.41M 0.14%
29,186
+3,763
+15% +$1.11M
NI icon
170
NiSource
NI
$20.2B
$8.35M 0.14%
192,740
+27,304
+17% +$1.13M
CHRW icon
171
C.H. Robinson
CHRW
$17.7B
$8.15M 0.14%
61,585
-615
-1% -$72.2K
FTV icon
172
Fortive
FTV
$17.1B
$7.76M 0.13%
158,377
-19,521
-11% -$962K
PKG icon
173
Packaging Corp of America
PKG
$21B
$7.66M 0.13%
35,134
-724
-2% -$149K
FDX icon
174
FedEx
FDX
$75B
$7.62M 0.13%
32,322
-3,208
-9% -$740K
ACM icon
175
Aecom
ACM
$8.56B
$7.43M 0.13%
56,947
+5,492
+11% +$663K
5 6
7
8 9

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Wedge Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Wedge Capital Management held 551 positions worth $5.9B, up 5.4% from $5.6B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Wedge Capital Management's Q3 2025 filing shows 42 new, 169 increased, 298 reduced and 26 closed positions. Its largest new stake was Zoom: 767,965 shares worth $63.4M. The largest sale was Fortinet, an estimated $63.6M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Wedge Capital Management's largest Q3 2025 buy was Zoom: 767,965 shares worth $63.4M.
  • Wedge Capital Management added most to Lam Research in Q3 2025, an estimated $65.6M increase.
  • Wedge Capital Management's biggest Q3 2025 reduction was Wells Fargo, cutting an estimated $38.2M.
  • Wedge Capital Management fully exited Fortinet in Q3 2025, selling an estimated $63.6M.
  • Wedge Capital Management's ten largest holdings make up 13% of its $5.9B portfolio in Q3 2025.
  • Wedge Capital Management opened 42 new positions and closed 26 in Q3 2025.
  • Wedge Capital Management's portfolio value rose 5.4% quarter-over-quarter to $5.9B.

Based on Wedge Capital Management's 13F filing for Q3 2025, filed 10 Oct 2025.