Wealthcare Capital Partners, LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 2053307
WEST CHESTER, PA
Position in HLI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$321,777
-$13,432 QoQ
Shares Held
2,399
+2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#324
of 514 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wealthcare Capital Partners, LLC holds $1,414,056 across 2 Capital Markets names. HLI ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,080 | $1,092,279 | |
| 2 | HLI |
Houlihan Lokey, Inc.
This page
|
2,399 | $321,777 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,777 | 2,399 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $335,209 | 2,334 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $404,817 | 2,324 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $475,521 | 2,316 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $415,684 | 2,310 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $371,773 | 2,302 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $398,376 | 2,294 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||