Position in WULF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$156,173,850
+$83,352,337 QoQ
Shares Held
6,322,828
+25.3% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 496 holders
Holding Since
Mar 2023
14 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, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $14,987,751,289 across 44 Capital Markets names. WULF ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
19,246,850 | $4,023,361,522 | |
| 2 | SCHW |
Schwab Charles Corp
|
43,292,139 | $3,994,565,665 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,616,283 | $2,646,030,137 | |
| 4 | TW |
Tradeweb Markets Inc.
|
16,376,924 | $1,632,124,245 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,554,153 | $556,970,462 | |
| 6 | LAZ |
Lazard, Inc.
|
8,962,415 | $375,883,684 | |
| 7 | SNEX |
StoneX Group Inc.
|
4,677,243 | $369,502,196 | |
| 8 | MRX |
Marex Group Ltd
|
4,923,341 | $300,077,633 |
All Filings in WULF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,173,850 | 6,322,828 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $72,821,513 | 5,046,536 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,397,282 | 295,673 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $46,295,389 | 4,053,887 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,101,460 | 251,475 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $644,823 | 236,199 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,170,714 | 206,840 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $356,176 | 76,106 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $325,837 | 73,222 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $118,565 | 45,082 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $92,716 | 38,632 | Shares | Defined | 2024-02-16 | |
| 2023-09-30 | $37,222 | 29,542 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,687 | 14,107 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,260 | 14,107 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||