Cornerstone Planning Group’s WhiteFiber Inc WYFI Stock Holding History

Cornerstone Planning Group’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	$27.9K	Buy	+1,000	New	+$24.2K	﹤0.01%	571

Other funds holding WYFI

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Cornerstone Planning Group's WYFI Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in WhiteFiber Inc (WYFI) in Q2 2026: 1,000 shares worth $27.9K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings.

16 funds tracked by Wall St. Rank hold WYFI as of Q2 2026.

Cornerstone Planning Group held 1,000 shares of WhiteFiber Inc worth $27.9K as of Q2 2026.
WhiteFiber Inc was a new Cornerstone Planning Group position in Q2 2026.
WhiteFiber Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #571 holding.
16 funds tracked by Wall St. Rank held WhiteFiber Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.