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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).
| Filer | 12/31/2023
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% |
| 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% |
| Perpetual Ltd |
23,043 |
35,043 |
+12,000 |
+52.08% |
| Sunbelt Securities Inc. |
2,022 |
2,724 |
+702 |
+34.72% |
| CWM LLC |
67,358 |
89,808 |
+22,450 |
+33.33% |
| Aspire Private Capital LLC |
1,750 |
2,000 |
+250 |
+14.29% |
| Doliver Advisors LP |
13,757 |
15,320 |
+1,563 |
+11.36% |
| AdvisorNet Financial Inc |
24,220 |
26,575 |
+2,355 |
+9.72% |
| Massmutual Trust Co. FSB ADV |
33 |
35 |
+2 |
+6.06% |
| State of Michigan Retirement System |
30,022 |
30,922 |
+900 |
+3.00% |
| Green Alpha Advisors LLC |
25,480 |
26,142 |
+662 |
+2.60% |
| New Mexico Educational Retirement Board |
25,400 |
25,500 |
+100 |
+0.39% |
| 13F Filers Reporting New Positions In WOLF |
|---|
| IMC Chicago LLC |
0 |
132,837 |
+132,837 |
+100% |
| Asset Dedication LLC |
0 |
32 |
+32 |
+100% |
| Mather Group LLC. |
0 |
242 |
+242 |
+100% |
| Riverview Trust Co |
0 |
653 |
+653 |
+100% |
| Opal Wealth Advisors LLC |
0 |
15 |
+15 |
+100% |
| Register Financial Advisors LLC |
0 |
500 |
+500 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
75 |
75 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
700 |
700 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
55 |
55 |
UNCH |
0.00% |
| West Oak Capital LLC |
500 |
500 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
29 |
29 |
UNCH |
0.00% |
| Neumann Advisory Hong Kong Ltd |
10,223 |
10,223 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
11,434 |
11,434 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
66 |
66 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
100 |
100 |
UNCH |
0.00% |
| APEIRON CAPITAL Ltd |
101,895 |
101,895 |
UNCH |
0.00% |
| 13F Filers Decreasing WOLF Share Count |
|---|
| Rheos Capital Works Inc. |
397,500 |
177,500 |
-220,000 |
-55.35% |
| Independence Bank of Kentucky |
711 |
464 |
-247 |
-34.74% |
| GAMMA Investing LLC |
1,287 |
879 |
-408 |
-31.70% |
| Bruce G. Allen Investments LLC |
16 |
15 |
-1 |
-6.25% |
| 13F Filers Exiting WOLF |
|---|
| Allspring Global Investments Holdings LLC |
51 |
0 |
-51 |
-100.00% |
| Versant Capital Management Inc |
7 |
0 |
-7 |
-100.00% |
| Capital Advisors Ltd. LLC |
5 |
0 |
-5 |
-100.00% |
| Financial Management Professionals Inc. |
13 |
0 |
-13 |
-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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