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Institute for Wealth Management’s Hercules Capital HTGC Stock Holding History

Institute for Wealth Management’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.8K Buy
+1,761
New +$27.4K ﹤0.01% 1031

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Institute for Wealth Management's HTGC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Hercules Capital (HTGC) in Q2 2026: 1,761 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings.

198 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Institute for Wealth Management held 1,761 shares of Hercules Capital worth $27.8K as of Q2 2026.
  • Hercules Capital was a new Institute for Wealth Management position in Q2 2026.
  • Hercules Capital made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1031 holding.
  • 198 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.