13F Insight
DOSSIER · 13F-HR · Q2 2026

WEDGE CAPITAL MANAGEMENT L L P/NC

$6.1B in tracked AUM across 484 positions as of Q2 2026.

WC
CIK 0001015308 · last filed Jun 30, 2026
Total AUM
$6.1B
as of Q2 2026
Holdings
484
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WEDGE CAPITAL MANAGEMENT L L P/NC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
KLAC
KLA-Tencor Corp
$108M359K1.8%02
AMAT
Applied Materials Inc
$101M140K1.7%03
LRCX
Lam Research Corp New
$96M220K1.6%04
APH
Amphenol Corp
$93M528K1.5%05
GOOGL
Alphabet Inc Cap Stock Cl A
$83M233K1.4%06
DELL
Dell Technologies Inc Cl C
$83M192K1.4%07
DBX
DROPBOX INC
$83M3.0M1.4%08
YOU
Clear Secure Inc Cl A
$83M1.5M1.4%09
ANET
Arista Networks Inc
$82M485K1.4%10
JBL
Jabil Inc
$82M212K1.3%

Filing history

2026Q2Jun 30
$6.1B▲ 11.9%
484 positionsView →2026Q1Mar 31
$5.4B▼ 2.7%
527 positionsView →2025Q4Dec 31
$5.6B▼ 5.7%
511 positionsView →2025Q3Sep 30
$5.9B▲ 5.4%
525 positionsView →2025Q2Jun 30
$5.6B▲ 8.5%
509 positionsLocked2025Q1Mar 31
$5.2B▼ 7.0%
512 positionsLocked2024Q4Dec 31
$5.6B▼ 4.1%
508 positionsLocked2024Q3Sep 30
$5.8B▲ 2.6%
498 positionsLocked2024Q2Jun 30
$5.6B▼ 8.6%
481 positionsLocked2024Q1Mar 31
$6.2B▲ 10.2%
493 positionsLocked2023Q4Dec 31
$5.6B▲ 10.7%
484 positionsLocked2023Q3Sep 30
$5.1B▼ 19.4%
489 positionsLocked
Showing 12 of 80