WH
AKRE

Whitcomb & Hess’s Akre Focus ETF AKRE Stock Holding History

Whitcomb & Hess’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
Q2 		$857K Sell
16,106
-1,277
-7% -$69K 0.19% 32
2026
Q1 		$919K Sell
17,383
-1,488
-8% -$86.4K 0.21% 32
2025
Q4 		$1.22M Buy
+18,871
New +$1.22M 0.29% 29

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Whitcomb & Hess's AKRE Position: Q2 2026 in Review

Whitcomb & Hess reduced its Akre Focus ETF (AKRE) stake by 7.3% in Q2 2026, selling an estimated $69K and leaving 16,106 shares worth $857K. The position accounts for 0.19% of the portfolio, ranked #32.

Whitcomb & Hess first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2025. 275 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Whitcomb & Hess held 16,106 shares of Akre Focus ETF worth $857K as of Q2 2026.
  • Whitcomb & Hess sold 1,277 Akre Focus ETF shares in Q2 2026, an estimated $69K.
  • Akre Focus ETF made up 0.19% of Whitcomb & Hess's portfolio in Q2 2026, its #32 holding.
  • Whitcomb & Hess first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Whitcomb & Hess's Akre Focus ETF position peaked at $1.22M in Q4 2025.
  • 275 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.