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Showing Q4 2023 data
WADE G W & INC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
WADE G W & INC
•CIK: 1132556•Filing: Q4 2023
**WADE G W & INC** manages $3.1B across a diverse portfolio of 417 positions. The fund maintains significant exposure to mega-cap technology and index products, notably holding IWF at $148.5M and AAPL at $141.8M. Further concentration is evident in DLN ($139.0M) and MSFT ($112.5M), alongside substantial allocations to core ETFs like IVV ($104.7M) and SHY ($64.7M). This positioning suggests a strategic focus on established market leaders and broad market beta capture.
Total AUM
$3.1B
QoQ Performance
N/A
Positions
291
Top 10 Concentration
32.3%
Latest Filing
Q4 2023
Top Holdings Allocation
IWF4.8%
AAPL4.6%
DLN4.5%
MSFT3.7%
IVV3.4%
NDQ2.3%
USMV2.3%
SHY2.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other59.8%
Technology15.1%
ETF5.3%
Healthcare4.9%
Consumer3.7%
Financial3.4%
Industrial2.2%
Energy1.8%