American Capital Advisory’s WISeKey WKEY Stock Holding History

American Capital Advisory’s Portfolio WKEY Stock Details WKEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50	Closed	-$197	–	1004
2025 Q1	$197	Buy	+50	New	+$315	﹤0.01%	742

Other funds holding WKEY

FWM

Finer Wealth Management Salem, Massachusetts $199M AUM 31.61% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Capital Advisory's WKEY Position: Q2 2025 in Review

American Capital Advisory sold out of WISeKey (WKEY) in Q2 2025, closing a stake of 50 shares — an estimated $197 sold.

American Capital Advisory first reported a position in WKEY in Q1 2025 and held it in 1 quarter. The position peaked at $197 in Q1 2025. 11 funds tracked by Wall St. Rank hold WKEY as of Q2 2025.

American Capital Advisory reported no remaining WISeKey position as of Q2 2025 after selling out during the quarter.
American Capital Advisory sold 50 WISeKey shares in Q2 2025, an estimated $197.
American Capital Advisory first reported a position in WISeKey in Q1 2025 and held it in 1 quarter.
American Capital Advisory's WISeKey position peaked at $197 in Q1 2025.
11 funds tracked by Wall St. Rank held WISeKey as of Q2 2025.

Based on American Capital Advisory's 13F filing for Q2 2025, filed 5 Aug 2025.