Position in WULF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,673,511
+$2,814,928 QoQ
Shares Held
189,211
+46.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#171
of 496 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Derivatives in WULF
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$4,143
PutShares
15,000
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, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. WULF ranks #19 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in WULF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,673,511 | 189,211 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,858,583 | 128,800 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $996,332 | 86,713 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $805,543 | 70,538 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,772 | 47,665 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $39,170 | 14,348 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,211 | 214 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $48,538 | 11,591 | Shares | Sole | 2024-10-11 | |
| 2024-03-31 | $4,143 | 15,000 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $136,299 | 51,825 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $52,915 | 22,048 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||