Position in WULF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,525,118
+$7,014,935 QoQ
Shares Held
466,604
+49.3% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#124
of 496 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Derivatives in WULF
reported options exposure · as of Sep 30, 2025CallValue
$712,608
CallShares
62,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,598,140,193 across 46 Capital Markets names. WULF ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
525,905 | $531,884,539 | |
| 2 | MS |
Morgan Stanley
|
2,073,037 | $433,347,654 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,850,432 | $170,739,360 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
986,057 | $98,881,795 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
620,282 | $83,198,424 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
858,091 | $74,688,240 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
146,208 | $41,183,869 | |
| 8 | IREN |
IREN Ltd
|
749,513 | $34,275,229 |
All Filings in WULF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,525,118 | 466,604 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,510,183 | 312,556 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,351,805 | 291,715 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,961,468 | 259,323 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $712,608 | 62,400 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $1,125,603 | 256,987 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $43,800 | 10,000 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $542,374 | 198,672 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $27,300 | 10,000 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $881,533 | 155,748 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $402,208 | 85,942 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $148,038 | 33,267 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $156,700 | 59,582 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $136,072 | 56,697 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $71,312 | 56,597 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||