Position in WULF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$535,249
+$178,035 QoQ
Shares Held
21,670
-12.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 496 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BROWN ADVISORY INC holds $972,510,436 across 11 Capital Markets names. WULF ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
9,318,993 | $859,863,483 | |
| 2 | MS |
Morgan Stanley
|
184,523 | $38,572,687 | |
| 3 | LCLN |
Lincoln International, Inc.
|
1,319,335 | $31,492,526 | |
| 4 | GS |
Goldman Sachs Group Inc
|
16,269 | $16,453,977 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
118,776 | $15,931,424 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
49,151 | $4,928,862 | |
| 7 | SF |
Stifel Financial Corp
|
24,351 | $1,698,969 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,809 | $1,475,864 |
All Filings in WULF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,249 | 21,670 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $357,214 | 24,755 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $356,821 | 31,055 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $468,848 | 41,055 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $179,820 | 41,055 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $112,080 | 41,055 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $102,446 | 18,100 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $84,708 | 18,100 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $80,545 | 18,100 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $47,603 | 18,100 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $43,440 | 18,100 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $22,806 | 18,100 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $31,500 | 18,000 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $16,920 | 18,000 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $12,060 | 18,000 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $22,680 | 18,000 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||