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| World Equity Group Inc
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| |
|---|---|
| CRD # | 29087 |
| SEC # | 801-56328 |
| CIK # | 0000878770 |
| AUM | $858.5 MM (2024-08-01) |
| Employees | 190 (32% Investors, 92% Brokers) |
| Phone | 847-342-1700 |
| Address | 425 N Martingale Rd Schaumburg, IL 60173 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| META | 434.9 | 0.0 | |
| V | 419.3 | 0.0 | |
| BAC | 278.3 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Midway Venture Partners | 2021-03-31 | 75.0 | |
| PE | WEG Fund I LLC | 2018-03-31 | 75.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,109 | 858.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3,103 | 858.5 |
| By Discretionary | ||
| Discretionary | 2,838 | 775.8 |
| Non-Discretionary | 265 | 82.8 |
| Total | 3,103 | 858.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 858.5 | |
| Total | 3,103 | 858.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000878770] |
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