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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 15 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ACIW ACI Worldwide Inc Technology 53,984.0 $2.7M 0.04% NEW $50.29 +4.2%
282 NTRS Northern Trust Corp Financial Services 15,601.0 $2.7M 0.04% NEW $173.84 +7.5%
283 AVGO Broadcom Inc Technology 7,176.0 $2.7M 0.04% NEW $377.75 -5.6%
284 TNC Tennant Co Industrials 30,856.0 $2.7M 0.04% NEW $87.54 -20.0%
285 PLOW Douglas Dynamics Inc Consumer Cyclical 49,030.0 $2.6M 0.04% NEW $53.95 -22.7%
286 MTDR Matador Resources Co Energy 53,083.0 $2.6M 0.04% NEW $49.78 +11.6%
287 MTH Meritage Homes Corp Consumer Cyclical 31,109.0 $2.6M 0.04% NEW $83.85 -12.4%
288 RYTM Rhythm Pharmaceuticals Inc Healthcare 23,422.0 $2.6M 0.04% NEW $111.03 +2.1%
289 COLL Collegium Pharmaceutical Inc Healthcare 71,523.0 $2.6M 0.04% NEW $36.20 -24.1%
290 MTG MGIC Inv Corp WI Financial Services 91,627.0 $2.6M 0.04% NEW $28.20 +10.8%
291 SM SM Energy Co Energy 98,899.0 $2.6M 0.04% NEW $26.10 +36.7%
292 CBSH Commerce Bancshares Inc Financial Services 44,593.0 $2.6M 0.04% NEW $57.75 +0.8%
293 YETI Yeti Holdings Inc Consumer Cyclical 51,948.0 $2.6M 0.04% NEW $49.56 -14.1%
294 DLX Deluxe Corp Communication Services 106,897.0 $2.6M 0.04% NEW $23.88 +0.2%
295 TMP Tompkins Financial Corporation Financial Services 26,955.0 $2.5M 0.04% NEW $94.52 +3.4%
296 Iridium Communications Inc 46,136.0 $2.5M 0.04% NEW $54.85
297 FMBH First Mid Bancshares Inc Financial Services 52,452.0 $2.5M 0.04% NEW $48.09 +4.3%
298 SF Stifel Financial Corp Financial Services 35,922.0 $2.5M 0.04% NEW $69.77 +14.1%
299 CUBI Customers Bancorp Inc Financial Services 31,275.0 $2.5M 0.04% NEW $79.10 -1.0%
300 AHCO Adapthealth Corp Common Stock Healthcare 236,197.0 $2.5M 0.04% NEW $10.42 -47.4%
Page 15 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%