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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
STLD icon
176
Steel Dynamics
STLD
$34.6B
$7.25M 0.12%
52,012
+99
+0.2% +$13K
GPN icon
177
Global Payments
GPN
$23.7B
$7.16M 0.12%
86,184
-13,628
-14% -$1.15M
RSG icon
178
Republic Services
RSG
$68.1B
$7.15M 0.12%
31,171
-4,008
-11% -$940K
DE icon
179
Deere & Co
DE
$185B
$7.08M 0.12%
15,494
+3,393
+28% +$1.67M
PHM icon
180
Pultegroup
PHM
$23B
$7.04M 0.12%
53,272
+3,118
+6% +$387K
LKQ icon
181
LKQ Corp
LKQ
$6.27B
$7.01M 0.12%
229,420
+40,516
+21% +$1.33M
MOS icon
182
The Mosaic Company
MOS
$8.4B
$6.97M 0.12%
200,991
+239
+0.1% +$8.23K
CVSA
183
Covista Inc
CVSA
$4.3B
$6.93M 0.12%
44,881
-5,248
-10% -$672K
BLDR icon
184
Builders FirstSource
BLDR
$6.76B
$6.89M 0.12%
56,793
-11,090
-16% -$1.47M
APD icon
185
Air Products & Chemicals
APD
$66.4B
$6.85M 0.12%
25,101
-1,726
-6% -$500K
SAIC icon
186
Saic
SAIC
$5.32B
$6.8M 0.12%
68,481
+1,156
+2% +$129K
NVR icon
187
NVR
NVR
$16.3B
$6.74M 0.11%
839
+123
+17% +$978K
PB icon
188
Prosperity Bancshares
PB
$8.68B
$6.73M 0.11%
101,388
-2,866
-3% -$197K
LPX icon
189
Louisiana-Pacific
LPX
$4.71B
$6.61M 0.11%
74,373
-1,122
-1% -$104K
WCC
190
WESCO International
WCC
$17.7B
$6.6M 0.11%
31,227
-262
-0.8% -$55K
UFPI icon
191
UFP Industries
UFPI
$4.62B
$6.55M 0.11%
70,083
-1,916
-3% -$193K
NUE icon
192
Nucor
NUE
$58.4B
$6.54M 0.11%
48,306
-8,899
-16% -$1.26M
SON icon
193
Sonoco
SON
$4.98B
$6.5M 0.11%
150,732
-2,242
-1% -$104K
AMCR icon
194
Amcor
AMCR
$20.6B
$6.37M 0.11%
155,848
+1,267
+0.8% +$56.8K
INGR icon
195
Ingredion
INGR
$6.37B
$6.33M 0.11%
51,870
+860
+2% +$111K
ZBH icon
196
Zimmer Biomet
ZBH
$18B
$6.3M 0.11%
63,914
-17,263
-21% -$1.71M
RS icon
197
Reliance Steel & Aluminium
RS
$20.4B
$6.24M 0.11%
22,219
-152
-0.7% -$45.6K
AIT icon
198
Applied Industrial Technologies
AIT
$12B
$6.09M 0.1%
23,344
+3,479
+18% +$913K
LYB icon
199
LyondellBasell Industries
LYB
$21B
$6.02M 0.1%
122,737
+4,226
+4% +$238K
SIG icon
200
Signet Jewelers
SIG
$3.15B
$5.99M 0.1%
62,398
-8,835
-12% -$757K
6 7
8
9 10

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NLI
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WIA
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CCA
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SLI
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AIM
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CIC
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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.