WEDGEWOOD PARTNERS, INC.
CRD #21923 SEC #801-31746 ST LOUIS, MO 314-567-6407
SEC Registered
Total AUM
$539.7M
Discretionary
$539.7M
Employees
11
Clients
--
Accounts
388
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $539.7M | $539.7M | $0 | 11 | 1,394 |
| Feb 2025 | $539.7M | $539.7M | $0 | 11 | 1,394 |
| Mar 2024 | $464.6M | $464.6M | $0 | 11 | 1,292 |
| Mar 2024 | $464.6M | $464.6M | $0 | 11 | 0 |
| Nov 2023 | $619.5M | $619.5M | $0 | 13 | 1 |
| Aug 2023 | $619.5M | $619.5M | $0 | 13 | 1 |
| Jul 2023 | $619.5M | $619.5M | $0 | 13 | 1 |
| Mar 2023 | $619.5M | $619.5M | $0 | 13 | 1 |
| Mar 2023 | $619.5M | $619.5M | $0 | 13 | 1 |
| Oct 2022 | $838.1M | $838.1M | $0 | 15 | 1 |
| Mar 2022 | $838.1M | $838.1M | $0 | 15 | 1 |
| Aug 2021 | $748.3M | $748.3M | $0 | 15 | 0 |
| Mar 2021 | $748.3M | $748.3M | $0 | 15 | 0 |
| Jan 2021 | $748.3M | $748.3M | $0 | 15 | 0 |
| Jun 2020 | $780.4M | $780.4M | $0 | 15 | 0 |
| Mar 2020 | $780.4M | $780.4M | $0 | 15 | 0 |
| Oct 2019 | $1.6B | $1.6B | $0 | 22 | 0 |
| Oct 2019 | $1.6B | $1.6B | $0 | 22 | 0 |
| Feb 2019 | $1.6B | $1.6B | $0 | 22 | 0 |
| Feb 2019 | $1.6B | $1.6B | $0 | 22 | 0 |
| Oct 2018 | $2.6B | $2.6B | $0 | 22 | 0 |
| Aug 2018 | $2.6B | $2.6B | $0 | 22 | 0 |
| Mar 2018 | $2.6B | $2.6B | $0 | 22 | 0 |
| Feb 2018 | $2.6B | $2.6B | $0 | 22 | 0 |
| Feb 2017 | $4.4B | $4.4B | $0 | 22 | 3,000 |
| Mar 2016 | $6.3B | $6.3B | $0 | 21 | 6,700 |
| Feb 2016 | $6.3B | $6.3B | $0 | 21 | 6,700 |
| Aug 2015 | $8B | $8B | $0 | 18 | 6,700 |
| Feb 2015 | $8B | $8B | $0 | 18 | 6,700 |
| Feb 2014 | $5.3B | $5.3B | $0 | 18 | 5,340 |
| Nov 2013 | $3.8B | $3.8B | $0 | 18 | 1,398 |
| Mar 2013 | $2.3B | $2.3B | $1.3M | 17 | 1,398 |
| Mar 2012 | $1B | $1B | $1.4M | 11 | 1,398 |
| Mar 2011 | $657M | $655.6M | $1.4M | -- | -- |
| Oct 2009 | $335.7M | $335.7M | $0 | -- | -- |
| Mar 2008 | $546.8M | $546.8M | $0 | -- | -- |
| Aug 2007 | $625.7M | $625.3M | $420.3K | -- | -- |
| Mar 2007 | $625.7M | $615.7M | $10M | -- | -- |
| Feb 2007 | $625.7M | $615.7M | $10M | -- | -- |
| Feb 2007 | $438M | $427.1M | $10.9M | -- | -- |
| Nov 2006 | $438M | $427.1M | $10.9M | -- | -- |
| Mar 2006 | $438M | $427.1M | $10.9M | -- | -- |
| Feb 2006 | $438M | $427.1M | $10.9M | -- | -- |
| Feb 2006 | $438M | $427.1M | $10.9M | -- | -- |
| Sep 2005 | $285.3M | $285.3M | $0 | 10 | -- |
| Sep 2005 | $285.3M | $285.3M | $0 | 10 | -- |
| Jun 2005 | $285.3M | $285.3M | $0 | 10 | -- |
| Feb 2005 | $205.4M | $188.1M | $17.3M | 10 | -- |
| May 2004 | $205.4M | $188.1M | $17.3M | 10 | -- |
DateFeb 2025
Total AUM$539.7M
Discretionary$539.7M
Non-Disc.$0
Employees11
Clients1,394
DateFeb 2025
Total AUM$539.7M
Discretionary$539.7M
Non-Disc.$0
Employees11
Clients1,394
DateMar 2024
Total AUM$464.6M
Discretionary$464.6M
Non-Disc.$0
Employees11
Clients1,292
DateMar 2024
Total AUM$464.6M
Discretionary$464.6M
Non-Disc.$0
Employees11
Clients0
DateNov 2023
Total AUM$619.5M
Discretionary$619.5M
Non-Disc.$0
Employees13
Clients1
DateAug 2023
Total AUM$619.5M
Discretionary$619.5M
Non-Disc.$0
Employees13
Clients1
DateJul 2023
Total AUM$619.5M
Discretionary$619.5M
Non-Disc.$0
Employees13
Clients1
DateMar 2023
Total AUM$619.5M
Discretionary$619.5M
Non-Disc.$0
Employees13
Clients1
DateMar 2023
Total AUM$619.5M
Discretionary$619.5M
Non-Disc.$0
Employees13
Clients1
DateOct 2022
Total AUM$838.1M
Discretionary$838.1M
Non-Disc.$0
Employees15
Clients1
DateMar 2022
Total AUM$838.1M
Discretionary$838.1M
Non-Disc.$0
Employees15
Clients1
DateAug 2021
Total AUM$748.3M
Discretionary$748.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$748.3M
Discretionary$748.3M
Non-Disc.$0
Employees15
Clients0
DateJan 2021
Total AUM$748.3M
Discretionary$748.3M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$780.4M
Discretionary$780.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$780.4M
Discretionary$780.4M
Non-Disc.$0
Employees15
Clients0
DateOct 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees22
Clients0
DateOct 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees22
Clients0
DateFeb 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees22
Clients0
DateFeb 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees22
Clients0
DateOct 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees22
Clients0
DateAug 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees22
Clients0
DateMar 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees22
Clients0
DateFeb 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees22
Clients0
DateFeb 2017
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees22
Clients3,000
DateMar 2016
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees21
Clients6,700
DateFeb 2016
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees21
Clients6,700
DateAug 2015
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees18
Clients6,700
DateFeb 2015
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees18
Clients6,700
DateFeb 2014
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees18
Clients5,340
DateNov 2013
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees18
Clients1,398
DateMar 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$1.3M
Employees17
Clients1,398
DateMar 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$1.4M
Employees11
Clients1,398
DateMar 2011
Total AUM$657M
Discretionary$655.6M
Non-Disc.$1.4M
Employees--
Clients--
DateOct 2009
Total AUM$335.7M
Discretionary$335.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$546.8M
Discretionary$546.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$625.7M
Discretionary$625.3M
Non-Disc.$420.3K
Employees--
Clients--
DateMar 2007
Total AUM$625.7M
Discretionary$615.7M
Non-Disc.$10M
Employees--
Clients--
DateFeb 2007
Total AUM$625.7M
Discretionary$615.7M
Non-Disc.$10M
Employees--
Clients--
DateFeb 2007
Total AUM$438M
Discretionary$427.1M
Non-Disc.$10.9M
Employees--
Clients--
DateNov 2006
Total AUM$438M
Discretionary$427.1M
Non-Disc.$10.9M
Employees--
Clients--
DateMar 2006
Total AUM$438M
Discretionary$427.1M
Non-Disc.$10.9M
Employees--
Clients--
DateFeb 2006
Total AUM$438M
Discretionary$427.1M
Non-Disc.$10.9M
Employees--
Clients--
DateFeb 2006
Total AUM$438M
Discretionary$427.1M
Non-Disc.$10.9M
Employees--
Clients--
DateSep 2005
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$205.4M
Discretionary$188.1M
Non-Disc.$17.3M
Employees10
Clients--
DateMay 2004
Total AUM$205.4M
Discretionary$188.1M
Non-Disc.$17.3M
Employees10
Clients--