WORLD EQUITY GROUP, INC.
All 13F Filings
- Location
- Schaumburg, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 358,254
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 309.7 K | 86.6% | 0 | 70.61 K | -70.61 K |
| ETFs | 44.16 K | 12.4% | 0 | 11.2 K | -11.2 K |
| Debt | 1.336 K | 0.4% | 0 | 195 | -195 |
| Other | 2.261 K | 0.6% | 59 | 0 | 59 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
358,254
Holdings
326
QoQ value change ($000)
-82,289
(-18.7%)
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.