Wgi DM
$1.2B 13F equity value
7 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AER | AerCap Holdings NV | 2,384,647 | $348M | 30.1% |
| SHEL | Shell PLC | 4,106,198 | $318M | 27.5% |
| ALC | Alcon AG | 3,463,123 | $232M | 20.1% |
| CHKP | Check Point Software Tech LT | 1,218,375 | $160M | 13.9% |
| FLUT | Flutter Entmt PLC | 475,369 | $49M | 4.2% |
| CP | Canadian Pacific Kansas City | 431,324 | $37M | 3.2% |
| SUNB | Sunbelt Rentals Holdings Inc | 151,448 | $11M | 1.0% |
Track Wgi DM's 13F portfolio: $1.2B in reported holdings, 7 positions. Top holdings and quarterly changes on SentiSense.
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