Position in WULF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,498,668
+$5,007,285 QoQ
Shares Held
263,104
+154.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 496 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 85%
Shared 15%
None 0%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. WULF ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in WULF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,498,668 | 263,104 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,491,383 | 103,353 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $7,680,486 | 672,547 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,589,290 | 1,276,094 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,296,966 | 6,702,186 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,390,695 | 5,369,381 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,655,581 | 4,413,586 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,823,565 | 409,790 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,087,888 | 413,646 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $65,898 | 52,301 | Shares | Sole | 2023-11-09 | |
| 2022-12-31 | $11,341 | 18,829 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,724 | 18,829 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,594 | 18,829 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $158,163 | 18,829 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $283,376 | 18,829 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 IKNX | — | 14,826 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||