Position in WULF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,028,779
+$605,548 QoQ
Shares Held
41,651
+42.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#270
of 496 holders
Holding Since
Dec 2025
3 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, 2026Vestmark Advisory Solutions, Inc. holds $89,408,984 across 14 Capital Markets names. WULF ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
21,819 | $22,067,080 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
153,752 | $15,418,249 | |
| 3 | MS |
Morgan Stanley
|
55,615 | $11,625,758 | |
| 4 | SCHW |
Schwab Charles Corp
|
111,145 | $10,255,347 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
112,903 | $9,827,076 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
16,998 | $4,787,995 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
71,322 | $4,466,896 | |
| 8 | MC |
Moelis & Co
|
58,131 | $3,802,929 |
All Filings in WULF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,779 | 41,651 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $423,231 | 29,330 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $420,488 | 36,596 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||