Position in PWP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,117
-$154 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 163 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $5,894,402 across 18 Capital Markets names. PWP ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
15,630 | $3,267,295 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,487 | $2,074,875 | |
| 3 | GS |
Goldman Sachs Group Inc
|
356 | $360,047 | |
| 4 | HIVE |
HIVE Digital Technologies Ltd.
|
20,000 | $72,800 | |
| 5 | SNEX |
StoneX Group Inc.
|
600 | $47,400 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
159 | $15,944 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
37 | $10,422 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
75 | $10,059 |
All Filings in PWP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117 | 70 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,271 | 70 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,211 | 70 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,492 | 70 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,359 | 70 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,288 | 70 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,668 | 70 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,351 | 70 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||