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Wall Capital Group, Inc. - David J Wall
Wall Capital Group, Inc. a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
18 Followers
Portfolio Gain
+119.79%
Since Jan 2016
Sharpe Ratio
2.46
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$88.24M
David J Wall manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+16.04%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
99.06% General
A breakdown of Wall Capital Group, Inc.'s portfolio by sector
Wall Capital Group, Inc. Portfolio Activity
Franklin Limited Duration Income Trust
New
General
$6.12
($5.76-$6.47)
+16.90%
+100.00%
69.51K
0.07%
Financial Select Sector SPDR Fund
Reduced
General
$34.58
($31.36-$37.80)
+19.29%
-2.72%
6.89M
7.74%
Health Care Select Sector SPDR Fund
Reduced
General
$129.64
($122.59-$136.69)
+15.37%
-0.99%
4.18M
4.70%
Industrial Select Sector SPDR Fund
Reduced
General
$105.26
($96.11-$114.40)
+15.29%
-2.69%
5.15M
5.80%
Technology Select Sector SPDR Fund
Added
General
$176.61
($159.50-$193.72)
+14.92%
+4.06%
9.45M
10.67%
Utilities Select Sector SPDR Fund
Sold Out
General
$60.73
($54.77-$66.70)
+26.05%
-100.00%
0.00
0.00%
Energy Select Sector SPDR Fund
Reduced
General
$86.65
($80.74-$92.56)
+3.74%
-2.70%
2.88M
3.22%
iShares Core U.S. Aggregate Bond ETF
Reduced
General
$95.64
($91.58-$99.70)
+5.04%
-26.00%
4.67M
5.17%
SPDR Portfolio S&P 1500 Composite Stock Market ETF
Added
General
$54.43
($50.13-$58.73)
+18.14%
+5.35%
10.16M
11.43%
Materials Select Sector SPDR Fund
Added
General
$80.31
($74.33-$86.30)
+9.27%
+0.08%
1.38M
1.55%
See a list of Wall Capital Group, Inc.'s holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details
Measured Performance
Compare Wall Capital Group, Inc.'s performance with other Hedge Funds and the S&P 500
Wall Capital Group, Inc. activity FAQ
What is Wall Capital Group, Inc.’s portfolio gain since Jun 2013?
Wall Capital Group, Inc.’s portfolio gain since Jun 2013 was 119.79%.
What is Wall Capital Group, Inc.’s Sharpe Ratio?
Wall Capital Group, Inc.’s Sharpe Ratio is 2.46.
What is Wall Capital Group, Inc.’s portfolio value?
Wall Capital Group, Inc.’s portfolio value is $88.24M.
What is Wall Capital Group, Inc.’s average return since the fund’s last 13F filing?
Wall Capital Group, Inc.’s average return since the fund’s last 13F filing is 13.61%.
What was Wall Capital Group, Inc.’s average return in the last 12 months?
Wall Capital Group, Inc.’s average return in the last 12 months was 22.45%.
What was Wall Capital Group, Inc.’s average return in the last 3 years?
Wall Capital Group, Inc.’s average return in the last 3 years was 16.04%.
When was the most recent most recent 13F form submitted by Wall Capital Group, Inc.?
Wall Capital Group, Inc.'s most recent 13F form was submitted on Dec 31, 2023.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is David J Wall Net Worth?
David J Wall is Managing Wall Capital Group, Inc. which has a net worth of $88.24M.
TipRanks & Hedge Funds: TipRanks measures the performance of David J Wall and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.