Position in WULF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$58,068,106
+$16,987,797 QoQ
Shares Held
4,024,124
+12.6% QoQ
Ownership
0.812%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 99.76305402119814.ToString("F0")%
None 0.2369459788018461.ToString("F0")%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $7,826,316,872 across 48 Capital Markets names. WULF ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,633,486 | $2,227,902,810 | |
| 2 | SCHW |
Schwab Charles Corp
|
16,956,980 | $1,593,616,969 | |
| 3 | MS |
Morgan Stanley
|
7,846,458 | $1,291,291,585 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,647,168 | $647,035,553 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
7,392,374 | $512,291,512 | |
| 6 | EVR |
Evercore Inc.
|
1,424,686 | $425,283,013 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
349,011 | $104,992,973 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
474,774 | $68,187,038 |
All Filings in WULF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,068,106 | 4,024,124 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $41,080,309 | 3,575,310 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $16,343,171 | 1,431,101 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,363,492 | 311,300 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $855,874 | 313,508 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,809,345 | 849,708 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $582,125 | 124,386 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $16,078,454 | 3,613,136 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $556,925 | 211,759 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $590,205 | 245,919 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $207,525 | 164,703 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $292,936 | 167,392 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $234,249 | 249,203 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,274 | 27,276 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $34,366 | 27,276 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $85,328 | 71,107 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $143,850 | 17,125 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||