Position in WULF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$61,399,027
+$9,185,689 QoQ
Shares Held
4,254,957
-6.4% QoQ
Ownership
0.859%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 70.08935695472364.ToString("F0")%
None 29.91064304527637.ToString("F0")%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $4,271,305,092 across 24 Capital Markets names. WULF ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,061,445 | $897,971,851 | |
| 2 | TW |
Tradeweb Markets Inc.
|
7,504,175 | $882,941,228 | |
| 3 | MS |
Morgan Stanley
|
4,657,771 | $766,529,370 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,774,792 | $655,595,294 | |
| 5 | SF |
Stifel Financial Corp
|
3,698,168 | $273,368,576 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
1,361,410 | $195,525,700 | |
| 7 | EVR |
Evercore Inc.
|
623,259 | $186,049,041 | |
| 8 | PWP |
Perella Weinberg Partners
|
3,925,854 | $71,293,506 |
All Filings in WULF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,399,027 | 4,254,957 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $52,213,338 | 4,544,242 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $44,559,445 | 3,901,878 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $47,089 | 10,751 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $68,361 | 25,041 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,670,835 | 1,178,593 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $296,548 | 63,365 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $392,520 | 88,207 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $201,046 | 76,444 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $118,089 | 49,204 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $84,834 | 67,329 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $139,549 | 79,743 | Shares | Defined | 2023-08-14 | |
| 2022-09-30 | $49,972 | 39,661 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $68,989 | 57,491 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||