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| Happy Holidays!! thanks for using AUM13F!! |
| World Equity Group Inc
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| CRD # | 29087 |
| SEC # | 801-56328 |
| CIK # | 0000878770 |
| AUM | $944.8 M (2025-05-20) |
| Employees | 170 (31% Investors, 99% Brokers) |
| Phone | 847-342-1700 |
| Address | 425 N Martingale Rd Schaumburg, IL 60173 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Midway Venture Partners | 2021-03-31 | 75.0 | |
| PE | WEG Fund I LLC | 2018-03-31 | 75.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,029 | 690.7 |
| (b) Individuals (high net worth individuals) | 122 | 254.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,151 | 944.8 |
| By Discretionary | ||
| Discretionary | 2,921 | 857.9 |
| Non-Discretionary | 230 | 86.9 |
| Total | 3,151 | 944.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 944.8 | |
| Total | 3,151 | 944.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000878770] |
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