Position in WULF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,781,664
+$683,571 QoQ
Shares Held
112,618
-22.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#208
of 496 holders
Holding Since
Mar 2024
10 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 Mar 31, 2026CallValue
$1,267
CallShares
700
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, 2026Cetera Investment Advisers holds $402,887,556 across 38 Capital Markets names. WULF ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
126,209 | $127,643,996 | |
| 2 | MS |
Morgan Stanley
|
389,557 | $81,432,995 | |
| 3 | SCHW |
Schwab Charles Corp
|
626,708 | $57,826,347 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
453,791 | $45,506,161 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
224,287 | $19,521,940 | |
| 6 | IREN |
IREN Ltd
|
392,080 | $17,929,818 | |
| 7 | HUT |
Hut 8 Corp.
|
46,739 | $5,395,783 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
18,019 | $5,075,591 |
All Filings in WULF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,781,664 | 112,618 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,267 | 700 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $2,098,093 | 145,398 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $953,865 | 83,017 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,542,019 | 135,028 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $215,885 | 49,289 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $171,465 | 62,808 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $568,071 | 100,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $90,005 | 19,232 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $53,400 | 12,000 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $38,003 | 14,450 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||