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WGI DM, LLC - Portfolio Stock Holdings

WGI DM, LLC disclosed 7 stock positions in a recent SEC 13F filing. $1,155,807,512 of stock holdings were filed, with the largest holdings including AER, SHEL, and ALC. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $7,778,991,590 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from charitable organizations.

Report Period:

June 30, 2026

No. of Stocks:

7

Est. Stock Holding Value:

$1,155,807,512

Top Stock Holdings By Sector

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Portfolio Stock Holdings - WGI DM, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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