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Wall Capital Group, Inc. - David J Wall

53 Followers

Wall Capital Group, Inc. Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2026

Wall Capital Group, Inc. Portfolio Activity

PYLDPIMCO Multisector Bond Active Exchange-Traded Fund		AddedGeneral$25.88($25.34-$26.42)+9.49%39.97M32.80%
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF		ReducedGeneral$91.64($88.67-$94.61)-25.72%16.76M13.83%
XLKTechnology Select Sector SPDR Fund		ReducedGeneral$181.70($166.46-$196.94)-13.65%11.60M9.58%
IVViShares Core S&P 500 ETF		AddedGeneral$757.80($732.50-$783.09)+1.66%9.59M7.91%
IWNiShares Russell 2000 Value ETF		NewGeneral$218.87($209.87-$227.86)+100.00%8.03M6.62%
IUSGiShares Core S&P U.S. Growth ETF		NewGeneral$186.42($176.80-$196.04)+100.00%4.83M3.98%
XLFFinancial Select Sector SPDR Fund		AddedGeneral$56.16($53.72-$58.60)+40.06%3.27M2.70%
XLVHealth Care Select Sector SPDR Fund		AddedGeneral$166.91($157.23-$176.59)+7.60%2.62M2.16%
XLCCommunication Services Select Sector SPDR Fund		AddedGeneral$110.43($105.25-$115.61)+28.84%2.48M2.05%
XLYConsumer Discretionary Select Sector SPDR Fund		ReducedGeneral$114.36($108.29-$120.44)-20.17%2.45M2.02%

Measured Performance

Wall Capital Group, Inc.Average Hedge Fund PortfolioS&P 5000%100%200%2017201820202022202320252026
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Wall Capital Group, Inc. activity FAQ

What is Wall Capital Group, Inc.’s portfolio gain since Mar 2017?
Wall Capital Group, Inc.’s portfolio gain since Mar 2017 was 168.23%.
What is Wall Capital Group, Inc.’s Sharpe Ratio?
Wall Capital Group, Inc.’s Sharpe Ratio is 3.20.
What is Wall Capital Group, Inc.’s portfolio value?
Wall Capital Group, Inc.’s portfolio value is $121.18M.
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 0.13%.
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 4.29%.
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 17.54%.
When was the most recent 13F form submitted by Wall Capital Group, Inc.?
Wall Capital Group, Inc.'s most recent 13F form was submitted on Sep 30, 2026.
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.

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.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.