WORLD EQUITY GROUP, INC.
All 13F Filings
- Location
- Schaumburg, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 446,620
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 375 | 446,620 | 13F-HR | WORLD EQUITY GROUP, INC. |
| Q1 2026 | 5/6/2026 | 368 | 386,104 | 13F-HR | WORLD EQUITY GROUP, INC. |
| Q4 2025 | 1/12/2026 | 326 | 358,254 | 13F-HR | WORLD EQUITY GROUP, INC. |
| Q3 2025 | 10/24/2025 | 347 | 440,543 | 13F-HR | WORLD EQUITY GROUP, INC. |
| Q2 2025 | 7/15/2025 | 317 | 366,592 | 13F-HR | WORLD EQUITY GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 271.2 K | 60.8% | 4.566 K | 0 | 4.566 K |
| ETFs | 173.5 K | 38.9% | 55.89 K | 0 | 55.89 K |
| Debt | 1.228 K | 0.3% | 0 | 87 | -87 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
446,620
Holdings
375
QoQ value change ($000)
60,516
(15.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.