Position in WULF
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$532,112
+$317,827 QoQ
Shares Held
21,543
+45.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 496 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. WULF ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
298,848 | $62,471,185 | |
| 2 | GS |
Goldman Sachs Group Inc
|
60,179 | $60,863,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
336,105 | $31,012,408 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
182,980 | $18,349,234 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
271,560 | $13,572,568 | |
| 6 | EVR |
Evercore Inc.
|
23,728 | $8,101,688 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
106,086 | $6,319,543 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
51,341 | $4,468,720 |
All Filings in WULF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,112 | 21,543 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $214,285 | 14,850 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $117,048 | 10,187 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||