Position in WULF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,113,653
+$878,547 QoQ
Shares Held
85,573
-0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#226
of 496 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Derivatives in WULF
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$27,560
PutShares
18,800
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, 2026HighTower Advisors, LLC holds $770,868,956 across 32 Capital Markets names. WULF ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,409,310 | $294,602,162 | |
| 2 | GS |
Goldman Sachs Group Inc
|
219,334 | $221,827,827 | |
| 3 | MC |
Moelis & Co
|
1,843,458 | $120,599,022 | |
| 4 | SCHW |
Schwab Charles Corp
|
375,553 | $34,652,275 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
189,028 | $25,354,325 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
186,772 | $18,729,496 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
214,526 | $18,672,343 | |
| 8 | IREN |
IREN Ltd
|
117,618 | $5,378,671 |
All Filings in WULF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,113,653 | 85,573 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,235,106 | 85,593 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,000,422 | 87,069 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,067,952 | 93,516 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $27,560 | 18,800 | Put | Sole | 2025-11-07 | |
| 2025-06-30 | $362,554 | 82,775 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $20,148 | 4,600 | Call | Sole | 2025-08-11 | |
| 2025-03-31 | $305,650 | 111,960 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $700 | 17,500 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $993,397 | 175,512 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,370 | 7,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $815,826 | 174,322 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $741,165 | 166,554 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $395,812 | 150,499 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $230,313 | 95,964 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $111,314 | 88,345 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $164,666 | 94,095 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $71,529 | 76,095 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $54,333 | 81,095 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $95,879 | 76,095 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $91,314 | 76,095 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $620,802 | 73,905 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,039,021 | 69,038 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||