WEG
AKRE

World Equity Group’s Akre Focus ETF AKRE Stock Holding History

World Equity Group’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 		$621K Hold
11,674
– – 0.14% 175
2026
Q1 		$617K Hold
11,674
– – 0.16% 156
2025
Q4 		$765K Buy
+11,674
New +$756K 0.21% 112

Other funds holding AKRE

CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

World Equity Group's AKRE Position: Q2 2026 in Review

World Equity Group held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 11,674 shares worth $621K. The position accounts for 0.14% of the portfolio, ranked #175.

World Equity Group first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $765K in Q4 2025. 104 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • World Equity Group held 11,674 shares of Akre Focus ETF worth $621K as of Q2 2026.
  • World Equity Group left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.14% of World Equity Group's portfolio in Q2 2026, its #175 holding.
  • World Equity Group first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • World Equity Group's Akre Focus ETF position peaked at $765K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.