Position in CAI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$410,305
-$1,382 QoQ
Shares Held
23,025
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#131
of 246 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026WPWealth LLP holds $410,305 across 1 Biotechnology name. CAI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAI |
Caris Life Sciences, Inc.
This page
|
23,025 | $410,305 |
All Filings in CAI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,305 | 23,025 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $411,687 | 23,025 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $621,214 | 23,025 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $696,839 | 23,036 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||