WEDGE CAPITAL MANAGEMENT L L P/NC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 5,418,535
- Description
- Charlotte North Carolina based independent investment platform with an independent operating structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and valuation discipline and downside awareness for risk aware portfolio mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through mandate specific risk calibration and risk accountability.
- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 527 | 5,418,535 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q4 2025 | 1/14/2026 | 511 | 5,568,961 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q3 2025 | 10/10/2025 | 525 | 5,903,913 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q2 2025 | 7/11/2025 | 509 | 5,603,687 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q1 2025 | 4/14/2025 | 512 | 5,163,781 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q4 2024 | 1/15/2025 | 508 | 5,553,611 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q3 2024 | 10/11/2024 | 498 | 5,792,443 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q2 2024 | 7/17/2024 | 481 | 5,644,330 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q1 2024 | 4/23/2024 | 493 | 6,177,481 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q4 2023 | 2/1/2024 | 484 | 5,604,944 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q3 2023 | 10/13/2023 | 489 | 5,061,152 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q2 2023 | 7/17/2023 | 505 | 6,280,155 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q1 2023 | 4/11/2023 | 426 | 5,927,506 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q4 2022 | 1/17/2023 | 418 | 6,209,503 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q3 2022 | 10/13/2022 | 403 | 5,905,575 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q2 2022 | 7/11/2022 | 406 | 6,284,711 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q1 2022 | 4/12/2022 | 418 | 7,423,947 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q4 2021 | 1/24/2022 | 413 | 8,081,373 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q3 2021 | 10/14/2021 | 401 | 7,734,398 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q2 2021 | 7/14/2021 | 393 | 8,160,360 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q1 2021 | 4/12/2021 | 528 | 8,399,741 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q4 2020 | 1/8/2021 | 563 | 8,634,143 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q3 2020 | 10/8/2020 | 531 | 7,474,064 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q2 2020 | 7/10/2020 | 513 | 7,273,847 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q1 2020 | 4/13/2020 | 517 | 5,798,584 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q4 2019 | 1/15/2020 | 560 | 8,962,377 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q2 2014 | 8/11/2014 | 567 | 9,805,581 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q1 2014 | 4/30/2014 | 501 | 9,521,310 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
| Q4 2013 | 1/30/2014 | 494 | 9,441,444 | 13F-HR | WEDGE CAPITAL MANAGEMENT L L P/NC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.389 M | 99.4% | 0 | 180.5 K | -180.5 K |
| ETFs | 30.02 K | 0.6% | 30.02 K | 0 | 30.02 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
5,418,535
Holdings
527
QoQ value change ($000)
-150,426
(-2.7%)
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.