Integrated Wealth Concepts
DEFT icon

Integrated Wealth Concepts’s Defi Technologies DEFT Stock Holding History

Integrated Wealth Concepts’s Portfolio DEFT Stock Details DEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8K Buy
36,636
+7,386
+25% +$5.01K ﹤0.01% 2388
2026
Q1 		$16.2K Buy
29,250
+6,991
+31% +$5.34K ﹤0.01% 2265
2025
Q4 		$16.8K Buy
+22,259
New +$34.1K ﹤0.01% 1594

Other funds holding DEFT

Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cable Car Capital
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's DEFT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Defi Technologies (DEFT) stake by 25% in Q2 2026, buying an estimated $5.01K and bringing the position to 36,636 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Integrated Wealth Concepts first reported a position in DEFT in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold DEFT as of Q2 2026.

  • Integrated Wealth Concepts held 36,636 shares of Defi Technologies worth $18.8K as of Q2 2026.
  • Integrated Wealth Concepts bought 7,386 Defi Technologies shares in Q2 2026, an estimated $5.01K.
  • Defi Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2388 holding.
  • Integrated Wealth Concepts first reported a position in Defi Technologies in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held Defi Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.