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WOLF Holdings Changes image
This page summarizes the WOLF holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether WOLF is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing WOLF Share Count
Rise Advisors LLC 8 529 +521 +6512.50%
MV Capital Management Inc. 1 3 +2 +200.00%
Simplex Trading LLC 70,451 207,659 +137,208 +194.76%
Portman Square Capital LLP 10,047 29,247 +19,200 +191.10%
Slow Capital Inc. 47,305 122,252 +74,947 +158.43%
Tompkins Financial Corp 10 25 +15 +150.00%
Royal Fund Management LLC 34,000 53,900 +19,900 +58.53%
Fifth Third Bancorp 794 1,246 +452 +56.93%
Perpetual Ltd 23,043 35,043 +12,000 +52.08%
Cambridge Investment Research Advisors Inc. 5,467 7,643 +2,176 +39.80%
Sunbelt Securities Inc. 2,022 2,724 +702 +34.72%
CWM LLC 67,358 89,808 +22,450 +33.33%
Capital Investment Advisory Services LLC 8,665 10,545 +1,880 +21.70%
Mirae Asset Global Investments Co. Ltd. 106,024 128,099 +22,075 +20.82%
Aspire Private Capital LLC 1,750 2,000 +250 +14.29%
Raymond James Financial Services Advisors Inc. 13,110 14,643 +1,533 +11.69%
Doliver Advisors LP 13,757 15,320 +1,563 +11.36%
Iridian Asset Management LLC CT 106,894 118,274 +11,380 +10.65%
AdvisorNet Financial Inc 24,220 26,575 +2,355 +9.72%
Private Trust Co. NA 103 113 +10 +9.71%
Commonwealth Equity Services LLC 33,418 35,534 +2,116 +6.33%
Massmutual Trust Co. FSB ADV 33 35 +2 +6.06%
Valley National Advisers Inc. 2,050 2,119 +69 +3.37%
State of Michigan Retirement System 30,022 30,922 +900 +3.00%
Principal Financial Group Inc. 460,034 473,571 +13,537 +2.94%
Louisiana State Employees Retirement System 35,200 36,200 +1,000 +2.84%
Green Alpha Advisors LLC 25,480 26,142 +662 +2.60%
Retirement Systems of Alabama 237,364 238,375 +1,011 +0.43%
New York State Teachers Retirement System 142,999 143,499 +500 +0.35%
13F Filers Reporting New Positions In WOLF
UMB Bank N A MO 0 37 +37 +100%
IMC Chicago LLC 0 132,837 +132,837 +100%
Asset Dedication LLC 0 32 +32 +100%
Mather Group LLC. 0 242 +242 +100%
Cutler Group LP 0 71 +71 +100%
Riverview Trust Co 0 653 +653 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 529 +529 +100%
Prestige Wealth Management Group LLC 0 10 +10 +100%
Opal Wealth Advisors LLC 0 15 +15 +100%
Register Financial Advisors LLC 0 500 +500 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 242 242 UNCH 0.00%
Proequities Inc. 311 311 UNCH 0.00%
Peregrine Capital Management LLC 10,200 10,200 UNCH 0.00%
NBC Securities Inc. 75 75 UNCH 0.00%
New Mexico Educational Retirement Board 25,400 25,400 UNCH 0.00%
California Public Employees Retirement System 174,151 174,151 UNCH 0.00%
Baldwin Brothers Inc. MA 700 700 UNCH 0.00%
Farmers & Merchants Investments Inc. 55 55 UNCH 0.00%
State of Alaska Department of Revenue 13,537 13,537 UNCH 0.00%
West Oak Capital LLC 500 500 UNCH 0.00%
Benjamin F. Edwards & Company Inc. 51 51 UNCH 0.00%
Parkside Financial Bank & Trust 25 25 UNCH 0.00%
Harbor Investment Advisory LLC 29 29 UNCH 0.00%
Westside Investment Management Inc. 300 300 UNCH 0.00%
Gradient Investments LLC 4 4 UNCH 0.00%
Bogart Wealth LLC 69 69 UNCH 0.00%
Neumann Advisory Hong Kong Ltd 10,223 10,223 UNCH 0.00%
Solstein Capital LLC 69 69 UNCH 0.00%
Retirement Group LLC 7 7 UNCH 0.00%
Global Retirement Partners LLC 32 32 UNCH 0.00%
Yarbrough Capital LLC 11,434 11,434 UNCH 0.00%
Maryland State Retirement & Pension System 9,680 9,680 UNCH 0.00%
Key Financial Inc 18 18 UNCH 0.00%
Investment Research & Advisory Group Inc. 66 66 UNCH 0.00%
Center for Financial Planning Inc. 177 177 UNCH 0.00%
TFC Financial Management 10 10 UNCH 0.00%
Annapolis Financial Services LLC 100 100 UNCH 0.00%
APEIRON CAPITAL Ltd 101,895 101,895 UNCH 0.00%
Spire Wealth Management 20 20 UNCH 0.00%
SYSTM Wealth Solutions LLC 183 183 UNCH 0.00%
Financial Perspectives Inc 2,695 2,695 UNCH 0.00%
Sachetta LLC 120 120 UNCH 0.00%
13F Filers Decreasing WOLF Share Count
Rakuten Securities Inc. 1,105 109 -996 -90.14%
Rheos Capital Works Inc. 397,500 177,500 -220,000 -55.35%
Allworth Financial LP 374 174 -200 -53.48%
Fortis Group Advisors LLC 208 104 -104 -50.00%
Raymond James & Associates 158,821 95,819 -63,002 -39.67%
WASHINGTON TRUST Co 450 274 -176 -39.11%
Independence Bank of Kentucky 711 464 -247 -34.74%
Handelsinvest Investeringsforvaltning 6,170 4,062 -2,108 -34.17%
Janney Montgomery Scott LLC 34,431 23,457 -10,974 -31.87%
GAMMA Investing LLC 1,287 879 -408 -31.70%
China Universal Asset Management Co. Ltd. 36,353 28,000 -8,353 -22.98%
Amalgamated Bank 79,324 68,741 -10,583 -13.34%
Lindbrook Capital LLC 150 138 -12 -8.00%
Bank of New York Mellon Corp 1,102,888 1,029,805 -73,083 -6.63%
Bruce G. Allen Investments LLC 16 15 -1 -6.25%
Summit Financial LLC 12,867 12,326 -541 -4.20%
Securian Asset Management Inc 10,542 10,294 -248 -2.35%
Yousif Capital Management LLC 58,220 57,041 -1,179 -2.03%
Davy Global Fund Management Ltd 31,669 31,088 -581 -1.83%
Oak Harbor Wealth Partners LLC 23,422 23,358 -64 -0.27%
Zurcher Kantonalbank Zurich Cantonalbank 27,916 27,860 -56 -0.20%
13F Filers Exiting WOLF
Allspring Global Investments Holdings LLC 51 0 -51 -100.00%
Ronald Blue Trust Inc. 73 0 -73 -100.00%
Oak Harvest Investment Services 5,245 0 -5,245 -100.00%
Versant Capital Management Inc 7 0 -7 -100.00%
Aubrey Capital Management Ltd 2,400 0 -2,400 -100.00%
Sugarloaf Wealth Management LLC 150 0 -150 -100.00%
Grove Bank & Trust 300 0 -300 -100.00%
Capital Advisors Ltd. LLC 5 0 -5 -100.00%
Perigon Wealth Management LLC 8,965 0 -8,965 -100.00%
Financial Management Professionals Inc. 13 0 -13 -100.00%
DekaBank Deutsche Girozentrale 60,000 0 -60,000 -100.00%
Migdal Insurance & Financial Holdings Ltd. 2,064 0 -2,064 -100.00%
Weybosset Research & Management LLC 16,289 0 -16,289 -100.00%
Bourgeon Capital Management LLC 215 0 -215 -100.00%
Everett Harris & Co. CA 5,000 0 -5,000 -100.00%
Hartline Investment Corp 20,369 0 -20,369 -100.00%
Salem Investment Counselors Inc. 75 0 -75 -100.00%

See Summary: Institutional Holders of WOLF
See Details: Top 10 Hedge Funds Holding WOLF
Also See: WOLF Insider Buying

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