World Equity Group
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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
Q3 		– Sell
-11,674
Closed -$621K – 399
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

Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Parisi Gray Wealth Management
Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

World Equity Group's AKRE Position: Q3 2026 in Review

World Equity Group sold out of Akre Focus ETF (AKRE) in Q3 2026, closing a stake of 11,674 shares — an estimated $621K sold.

World Equity Group first reported a position in AKRE in Q4 2025 and held it in 3 quarters. The position peaked at $765K in Q4 2025. 106 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • World Equity Group reported no remaining Akre Focus ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 11,674 Akre Focus ETF shares in Q3 2026, an estimated $621K.
  • World Equity Group first reported a position in Akre Focus ETF in Q4 2025 and held it in 3 quarters.
  • World Equity Group's Akre Focus ETF position peaked at $765K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.