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HRT Financial’s CaliberCos CWD Stock Holding History

HRT Financial’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18K Buy
+28,219
New +$26.9K ﹤0.01% 3938
2026
Q1 		– Sell
-14,626
Closed -$18K – 3951
2025
Q4 		$18K Buy
+14,626
New +$39.2K ﹤0.01% 2991

Other funds holding CWD

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

HRT Financial's CWD Position: Q2 2026 in Review

HRT Financial opened a new position in CaliberCos (CWD) in Q2 2026: 28,219 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #3938 among its holdings. This is a return to the name: HRT Financial previously reported a position in CWD as recently as Q4 2025.

HRT Financial first reported a position in CWD in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • HRT Financial held 28,219 shares of CaliberCos worth $18K as of Q2 2026.
  • CaliberCos was a new HRT Financial position in Q2 2026.
  • CaliberCos made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3938 holding.
  • HRT Financial first reported a position in CaliberCos in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.