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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
Q2 		– Sell
-30,999
Closed -$369K – 162
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 $20.2B AUM 612.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CCG Wealth Management's WYFI Position: Q2 2026 in Review

CCG Wealth Management sold out of WhiteFiber Inc (WYFI) in Q2 2026, closing a stake of 30,999 shares — an estimated $369K sold.

CCG Wealth Management first reported a position in WYFI in Q4 2025 and held it in 2 quarters. The position peaked at $369K in Q1 2026. 123 funds tracked by Wall St. Rank hold WYFI as of Q2 2026.

  • CCG Wealth Management reported no remaining WhiteFiber Inc position as of Q2 2026 after selling out during the quarter.
  • CCG Wealth Management sold 30,999 WhiteFiber Inc shares in Q2 2026, an estimated $369K.
  • CCG Wealth Management first reported a position in WhiteFiber Inc in Q4 2025 and held it in 2 quarters.
  • CCG Wealth Management's WhiteFiber Inc position peaked at $369K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held WhiteFiber Inc as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.