Position in WULF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$127,995
-$48,570 QoQ
Shares Held
5,182
-57.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#408
of 496 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Derivatives in WULF
reported options exposure · as of Sep 30, 2025CallValue
$10,278
CallShares
900
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, 2026Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. WULF ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,815 | |
| 2 | MS |
Morgan Stanley
|
43,540 | $9,101,600 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,751 | $4,775,064 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,528 | $1,657,427 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
4,107 | $1,156,859 | |
| 6 | EVR |
Evercore Inc.
|
2,123 | $724,877 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,968 | $606,494 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
11,649 | $582,217 |
All Filings in WULF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,995 | 5,182 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $176,565 | 12,236 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $119,185 | 10,373 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,278 | 900 | Call | Sole | 2025-12-02 | |
| 2025-09-30 | $113,160 | 9,909 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $35,131 | 8,021 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $21,135 | 7,742 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $42,399 | 7,491 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $35,057 | 7,491 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $33,334 | 7,491 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||