Position in WULF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$293,786,514
+$208,216,878 QoQ
Shares Held
11,894,191
+100.6% QoQ
Ownership
2.38%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#7
of 496 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. WULF ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,030,974 | $7,110,916,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,793,553 | $2,103,161,122 | |
| 3 | MS |
Morgan Stanley
|
6,085,858 | $1,272,187,752 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,105,436 | $1,013,373,115 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
8,315,961 | $520,828,628 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,146,242 | $447,928,898 | |
| 7 | HUT |
Hut 8 Corp.
|
3,320,981 | $383,390,646 | |
| 8 | IREN |
IREN Ltd
|
7,257,285 | $331,875,639 |
All Filings in WULF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,589,058 | 30,388,221 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $293,786,514 | 11,894,191 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $85,569,636 | 5,929,982 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $110,777,488 | 9,641,209 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $101,831,257 | 8,916,923 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $36,069,752 | 8,235,104 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $13,926,592 | 5,101,317 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $34,313,661 | 6,062,485 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $13,127,161 | 2,804,950 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $13,201,939 | 2,966,729 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,490,762 | 947,059 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,157,196 | 898,833 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $875,052 | 694,488 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $327,515 | 187,153 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $268,612 | 285,760 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $154,499 | 230,599 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,052 | 9,567 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $52,827 | 44,024 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $103,219 | 12,288 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $54,676 | 3,633 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||