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Portfolio (Quarterly) Guide ↗

WEDGE CAPITAL MANAGEMENT L L P/NC

· CIK 0001015308
13F Portfolio $6.1B AUM 484 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 484 New
Page 12 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DLB Dolby Laboratories Inc Technology 77,380.0 $4.1M 0.07% NEW $52.58 +25.8%
222 WOR Worthington Industries Inc Industrials 74,856.0 $4.0M 0.07% NEW $53.76 +6.6%
223 TAP Molson Coors Brewing Co Consumer Defensive 102,543.0 $4.0M 0.07% NEW $38.96 +7.8%
224 OPCH Option Care Health Inc New Healthcare 190,257.0 $4.0M 0.07% NEW $20.97 +12.7%
225 QCRH QCR Holdings Inc Financial Services 40,964.0 $4.0M 0.07% NEW $97.35 +2.7%
226 CVSA Covista Inc Com Consumer Cyclical 31,959.0 $4.0M 0.07% NEW $124.66 +9.4%
227 TDC Teradata Corp Technology 114,480.0 $4.0M 0.07% NEW $34.65 -21.0%
228 EEFT Euronet Worldwide Inc Technology 53,878.0 $3.9M 0.07% NEW $73.19 -2.7%
229 AMTM Amentum Holdings Inc Ccom Industrials 187,832.0 $3.9M 0.06% NEW $20.67 -2.0%
230 BBWI Bath & Body Works Inc Consumer Cyclical 165,771.0 $3.8M 0.06% NEW $23.13 -24.0%
231 CWT California Wtr Svc Group Utilities 78,417.0 $3.8M 0.06% NEW $48.65 +4.0%
232 SCSC ScanSource Inc Technology 73,185.0 $3.8M 0.06% NEW $52.09 +7.9%
233 BCRX BioCryst Pharmaceuticals Inc Healthcare 380,801.0 $3.8M 0.06% NEW $10.00 -1.7%
234 ENS EnerSys Industrials 15,950.0 $3.7M 0.06% NEW $233.82 -16.9%
235 Southstate Bank Corp 37,283.0 $3.7M 0.06% NEW $99.90
236 VAC Marriott Vacations Worldwide C Consumer Cyclical 36,291.0 $3.7M 0.06% NEW $101.88 +14.9%
237 NTCT NetScout Systems Inc Technology 84,687.0 $3.7M 0.06% NEW $43.55 -12.6%
238 FNB F.N.B. Corporation Financial Services 192,000.0 $3.7M 0.06% NEW $19.08 -3.7%
239 MHK Mohawk Industries Inc Consumer Cyclical 29,927.0 $3.6M 0.06% NEW $121.33 +10.3%
240 EQH Equitable Holdings Inc Financial Services 82,636.0 $3.6M 0.06% NEW $43.88 +11.5%
Page 12 of 25  ·  484 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.3%
Financial Services 14.4%
Consumer Cyclical 12.6%
Industrials 12.5%
Healthcare 11.9%
Energy 3.5%
Communication Services 3.3%
Utilities 3.1%
Consumer Defensive 2.2%
Basic Materials 1.9%