Position in WULF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,745,950
+$30,346,923 QoQ
Shares Held
3,714,411
-12.7% QoQ
Ownership
0.744%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#23
of 496 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 0%
Shared 90%
None 10%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. WULF ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in WULF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,745,950 | 3,714,411 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||