Current Market Value 3,947,755,424
Current Holdings 56
Most Recent File Date 2025-08-27
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WCEAX - Ivy Core Equity Fund Class A . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-27 2025-06-30 NPORT-P 56 3,947,755
2025-05-29 2025-03-31 NPORT-P 53 3,576,677
2025-02-27 2024-12-31 NPORT-P 55 3,808,306
2024-11-21 2024-09-30 NPORT-P 53 3,885,444
2024-08-27 2024-06-28 NPORT-P 51 3,723,162
2024-05-28 2024-03-28 NPORT-P 52 3,735,272
2024-02-27 2023-12-29 NPORT-P 52 3,425,931
2023-11-21 2023-09-29 NPORT-P 52 3,236,781
2023-08-29 2023-06-30 NPORT-P 51 3,533,022
2023-05-23 2023-03-31 NPORT-P 48 3,422,837
2023-02-27 2022-12-30 NPORT-P 49 3,351,567
2022-11-22 2022-09-30 NPORT-P 49 3,395,439
2022-08-26 2022-06-30 NPORT-P 45 3,709,718
2022-05-19 2022-03-31 NPORT-P 43 4,676,983
2022-02-23 2021-12-31 NPORT-P 46 5,213,140
2021-11-29 2021-09-30 NPORT-P 47 4,855,975
2021-08-24 2021-06-30 NPORT-P 45 4,905,152
2021-02-26 2020-12-31 NPORT-P 49 4,535,597
2020-11-24 2020-09-30 NPORT-P 51 4,219,767
2020-08-25 2020-06-30 NPORT-P 53 3,978,476
2020-05-26 2020-03-31 NPORT-P 49 3,340,684
2020-02-24 2019-12-31 NPORT-P 50 4,254,056
2019-11-21 2019-09-30 NPORT-P 58 4,143,084