DOSSIER · 13F-HR · Q1 2026
WGI DM, LLC
$1000M in tracked AUM across 6 positions as of Q1 2026.
WD
CIK 0002059126 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
WGI DM, LLC manages a highly concentrated portfolio totaling approximately $955.27 million as of the report date September 30, 2025. The fund exhibits a "high conviction" investment strategy, holding only 5 positions, which indicates a preference for selective, focused bets over broad diversification. The portfolio experienced significant growth during the quarter, increasing in value by 33.9% from $713.21 million. This capital appreciation likely stems from a combination...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.