Position in WULF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$724,623
+$365,576 QoQ
Shares Held
29,337
+17.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 496 holders
Holding Since
Dec 2023
8 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 Dec 31, 2024CallValue
$28,300
CallShares
5,000
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, 2026Concurrent Investment Advisors, LLC holds $65,412,511 across 26 Capital Markets names. WULF ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
28,504 | $28,828,090 | |
| 2 | MS |
Morgan Stanley
|
78,004 | $16,305,956 | |
| 3 | SCHW |
Schwab Charles Corp
|
36,843 | $3,399,503 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,758 | $2,482,732 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
24,085 | $2,096,357 | |
| 6 | SNEX |
StoneX Group Inc.
|
17,781 | $1,404,699 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
97,183 | $1,293,505 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
20,289 | $1,270,700 |
All Filings in WULF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,623 | 29,337 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $359,047 | 24,882 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $108,207 | 24,705 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $65,520 | 24,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $124,520 | 22,000 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $28,300 | 5,000 | Call | Sole | 2025-02-03 | |
| 2024-06-30 | $44,500 | 10,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $48,655 | 18,500 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $44,400 | 18,500 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||