AMC DETAIL
The Wealth Company Mutual Fund
Coverage: 2026-06-30 — 2026-08-31
Itemized portfolios
- WCAR-THE WEALTH COMPANY ARBITRAGE FUND
- WCBA-THE WEALTH COMPANY BALANCED ADVT FUND
- WCET-THE WEALTH COMPANY ETHICAL FUND
- WCFL-THE WEALTH COMPANY FLEXI CAP FUND
- WCLM-The Wealth Company Large & Mid Cap Fund
- WCMA-THE WEALTH COMPANY MULTIASSET ALLOC FUND
- WCMC-The Wealth Company Mid cap fund
- WCSC-THE WEALTH COMPANY SMALL CAP FUND
Coverage history
| Month | Portfolios | Companies | New positions | Complete exits |
|---|---|---|---|---|
| 2026-06-30 | 3 | 119 | 0 | 0 |
| 2026-07-31 | 7 | 205 | 41 | 34 |
| 2026-08-31 | 8 | 225 | 82 | 73 |