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William Dudley Webb Jr.

World Equity Group, Inc.

Assets Managed
$446.62M
Holdings
375
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
15.68%(2Q avg: 11.73%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in World Equity Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 375 positions.

Assets under management

The assets under management (AUM) of World Equity Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 446.62M in assets, with a quarterly growth rate of 15.68% and a 2-quarter average growth rate of 11.73%. The portfolio is managed by William Dudley Webb Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.11%
4.99%
$22.266M
76,949 shares@ $289.36 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 108.46%
4.22%
$18.819M
25,200 shares@ $746.78 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.97%
4.02%
$17.944M
24,368 shares@ $736.38 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 6.41%
2.83%
$12.637M
63,153 shares@ $200.11 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.07%
2.6%
$11.574M
31,025 shares@ $373.05 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 98.58%
2.28%
$10.142M
27,556 shares@ $368.04 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.93%
1.96%
$8.746M
36,694 shares@ $238.35 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.41%
1.61%
$7.179M
20,089 shares@ $357.38 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 19.62%
1.52%
$6.755M
9,018 shares@ $749.03 avg price
TSLA
Tesla Inc
Recent Activity
Increased 17.92%
1.25%
$5.567M
13,237 shares@ $420.59 avg price

1-10 of 375