WWM
AKRE

Wolff Wiese Magana’s Akre Focus ETF AKRE Stock Holding History

Wolff Wiese Magana’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 		$42.1K Hold
792
– – 0.02% 257
2026
Q1 		$41.9K Hold
792
– – 0.02% 233
2025
Q4 		$51.9K Buy
+792
New +$51.3K 0.03% 201

Other funds holding AKRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Wolff Wiese Magana's AKRE Position: Q2 2026 in Review

Wolff Wiese Magana held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 792 shares worth $42.1K. The position accounts for 0.02% of the portfolio, ranked #257.

Wolff Wiese Magana first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $51.9K in Q4 2025. 295 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Wolff Wiese Magana held 792 shares of Akre Focus ETF worth $42.1K as of Q2 2026.
  • Wolff Wiese Magana left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.02% of Wolff Wiese Magana's portfolio in Q2 2026, its #257 holding.
  • Wolff Wiese Magana first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Wolff Wiese Magana's Akre Focus ETF position peaked at $51.9K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.