Position in WULF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,500,697
+$827,047 QoQ
Shares Held
60,757
+30.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
of 496 holders
Holding Since
Mar 2025
6 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. WULF ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in WULF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,500,697 | 60,757 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $673,650 | 46,684 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $412,410 | 35,893 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $539,492 | 47,241 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $181,222 | 41,375 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $106,789 | 39,117 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||