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| Wedgewood Partners Inc
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| CRD # | 21923 |
| SEC # | 801-31746 |
| CIK # | 0000859804 |
| AUM | 560.7 M (2026-03-12) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-567-6407 |
| Address | 9909 Clayton Rd, Suite 103 St Louis, MO 63124-1120 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 17 Jul 2026 | Wedgewood Partners’ Views on Microsoft’s (MSFT) Capital Expenditure — Yahoo Finance |
| Thu, 16 Jul 2026 | Wedgewood Partners Q2 2026 Client Letter (RWGIX) — Seeking Alpha |
| Thu, 16 Jul 2026 | Wedgewood Partners Q2 2026 Top Performance Contributors — Seeking Alpha |
| Mon, 13 Apr 2026 | Wedgewood Partners Q1 2026 Top-Performing Contributors And Detractors — Seeking Alpha |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Motorola Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Visa Inc | 0.0 | ||
| Priceline Com Inc | 0.0 | ||
| Old Dominion Freight Line Inc/VA | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 0.1 |
| (b) Individuals (high net worth individuals) | 145 | 0.3 |
| (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 | 32 | 0.1 |
| (n) Other | 3 | 0.0 |
| Total | 389 | 0.6 |
| By Discretionary | ||
| Discretionary | 389 | 0.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 389 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 389 | 0.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.3B |
| Clients | 1,376 (1 non-US) |
| Serves | Institutional, Retail |
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