WPC
AKRE

Wedmont Private Capital’s Akre Focus ETF AKRE Stock Holding History

Wedmont Private Capital’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.8M Sell
33,368
-8,007
-19% -$459K 0.04% 228
2026
Q2 		$2.28M Sell
41,375
-182
-0.4% -$9.83K 0.06% 164
2026
Q1 		$2.22M Sell
41,557
-9,425
-18% -$547K 0.07% 150
2025
Q4 		$3.34M Buy
+50,982
New +$3.3M 0.12% 108

Other funds holding AKRE

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Wedmont Private Capital's AKRE Position: Q3 2026 in Review

Wedmont Private Capital reduced its Akre Focus ETF (AKRE) stake by 19% in Q3 2026, selling an estimated $459K and leaving 33,368 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #228.

Wedmont Private Capital first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.34M in Q4 2025. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Wedmont Private Capital held 33,368 shares of Akre Focus ETF worth $1.8M as of Q3 2026.
  • Wedmont Private Capital sold 8,007 Akre Focus ETF shares in Q3 2026, an estimated $459K.
  • Akre Focus ETF made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #228 holding.
  • Wedmont Private Capital first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Wedmont Private Capital's Akre Focus ETF position peaked at $3.34M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.