Wescap Group is an SEC-registered investment adviser based in Glendale, CA that reports managing 1 hedge fund on Form ADV. It reports $1.1 billion in regulatory assets under management. Its private funds, of all types, hold $39.0 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +6.7% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +24.4% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $1.1 billionForm ADV Item 5.F
- Gross assets of private funds
- $39.0 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 13Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 104759
- Latest Form ADV
- 09/14/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +5.4% | +14.8% |
| Q1 2026 | +1.3% | -4.6% |
| Q4 2025 | +2.4% | +2.4% |
| Q3 2025 | +5.8% | +7.8% |
| Q2 2025 | +4.5% | +10.4% |
| Q1 2025 | +1.0% | -4.5% |
| Q4 2024 | -3.0% | +2.1% |
| Q3 2024 | +5.0% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Invesco S&P 500 Equal Weight E$42.7 million
- Schwab Fundamental Internation$33.9 million
- Ishares Gold TR$31.8 million
- Vanguard Intermediate Term Cor$30.7 million
- Xtrackers MSCI Eafe Hedged E$30.4 million
- SPDR Bloomberg Barclays Invest$24.4 million
- Vanguard Scottsdale FDS$23.4 million
- Wisdomtree International Hdgd Div GR ETF$19.8 million
- Isha Curr Hedged MSCI Eafe$16.2 million
- Vanguard Ftse Developed Markets ETF$14.9 million
As of 2026-06-30, from 13F filing by WESCAP Management Group, Inc..
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures