CWM
WYFI

CCG Wealth Management’s WhiteFiber Inc WYFI Stock Holding History

CCG Wealth Management’s Portfolio WYFI Stock Details WYFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$369K Buy
30,999
+14,365
+86% +$248K 0.1% 101
2025
Q4 		$263K Buy
+16,634
New +$411K 0.11% 88

Other funds holding WYFI

SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCG Wealth Management's WYFI Position: Q1 2026 in Review

CCG Wealth Management increased its WhiteFiber Inc (WYFI) stake by 86% in Q1 2026, buying an estimated $248K and bringing the position to 30,999 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #101.

CCG Wealth Management first reported a position in WYFI in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold WYFI as of Q1 2026.

  • CCG Wealth Management held 30,999 shares of WhiteFiber Inc worth $369K as of Q1 2026.
  • CCG Wealth Management bought 14,365 WhiteFiber Inc shares in Q1 2026, an estimated $248K.
  • WhiteFiber Inc made up 0.1% of CCG Wealth Management's portfolio in Q1 2026, its #101 holding.
  • CCG Wealth Management first reported a position in WhiteFiber Inc in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held WhiteFiber Inc as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.