Long-term investor
Wescap Management Group, Inc. @wescapmanagementgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001667140).
Record
- Tracked since 2025-06-30 (445 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +5.1% · 6 months n/a · 1 year +15.1% · all +15.1%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RSP · 8.0% · long · since 2025-06-30
- FNDF · 6.3% · long · since 2025-06-30
- IAU · 5.9% · long · since 2025-06-30
- VCIT · 5.7% · long · since 2025-06-30
- DBEF · 5.7% · long · since 2025-06-30
- FLRN · 4.6% · long · since 2025-06-30
- VCSH · 4.4% · long · since 2025-06-30
- IHDG · 3.7% · long · since 2025-06-30
- HEFA · 3.0% · long · since 2025-06-30
- VEA · 2.8% · long · since 2025-06-30
- SPGP · 2.6% · long · since 2025-06-30
- XMHQ · 2.3% · long · since 2025-06-30