WULX — INVESTMENT MANAGERS SER TR I
As of Q2 2026, 1 SEC-registered investment managers reported holding WULX (INVESTMENT MANAGERS SER TR I) in their latest 13F filings, with a combined reported value of $249.32K across 5.40K shares. That is -86.3% by share count (-33.92K shares) versus the previous quarter, while reported value moved -66.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 5.40K | $249.32K | 0.00% | Reduce |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 29.06K | $555.55K | 0.00% | Reduce |
| UBS Group AG history | 10.26K | $196.19K | 0.00% | New |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 46.69K | $761.43K | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- UBS Group AG sold 10.26K sh · $196.19K
Fund Position History — shares by quarter (top 2 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| Citadel Advisors | 5.40K | 29.06K | 46.69K |
| UBS Group AG | — | 10.26K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details