Wedgewood Partners Inc

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Wedgewood Partners Inc
CRD #21923
SEC #801-31746
CIK #0000859804
AUM $539.7 M (2025-02-26)
Employees 11 (27% Investors, 0% Brokers)
Phone314-567-6407
Address9909 Clayton Rd, Suite 103
St Louis, MO 63124-1120
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
10.08.06.04.02.00.02000200820172026
Sector Form 13F Holdings Value ($B)
Facebook Inc 0.1
Taiwan Semiconductor Manufacturing Co Ltd 0.0
Microsoft Corp 0.0
Alphabet Inc 0.0
Apple Inc 0.0
Paypal Holdings Inc 0.0
Priceline Com Inc 0.0
VISA Inc 0.0
Tractor Supply Co /DE/ 0.0
Motorola Inc 0.0
View All
Holdings by Sector ($B)
7.56.04.53.01.50.02012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 193 0.1
(b) Individuals (high net worth individuals) 139 0.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 0.0
(h) Charitable organizations 16 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 30 0.1
(n) Other 14 0.0
Total 388 0.5
By Discretionary
Discretionary 388 0.5
Non-Discretionary 0 0.0
Total 388 0.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.5
Total 388 0.5
EDGAR Form CIK 2011 - 2025
13F-HR [0000859804]
SC 13G [0000859804]
Form 13D/13G Filer Form 13D/13G Subject Filed
Wedgewood Partners Inc Wedgewood Partners Inc [2016-01-12]
Wedgewood Partners Inc Wedgewood Partners Inc [2014-12-18]
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