J.W. Cole Advisors’s WhiteFiber Inc WYFI Stock Holding History

J.W. Cole Advisors’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
2025 Q4	–	Sell	-9,565	Closed	-$260K	–	1622
2025 Q3	$260K	Buy	+9,565	New	+$187K	0.01%	1295

Other funds holding WYFI

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

CCM

Clearfield Capital Management New York $188M AUM 84.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

J.W. Cole Advisors's WYFI Position: Q4 2025 in Review

J.W. Cole Advisors sold out of WhiteFiber Inc (WYFI) in Q4 2025, closing a stake of 9,565 shares — an estimated $260K sold.

J.W. Cole Advisors first reported a position in WYFI in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 74 funds tracked by Wall St. Rank hold WYFI as of Q4 2025.

J.W. Cole Advisors reported no remaining WhiteFiber Inc position as of Q4 2025 after selling out during the quarter.
J.W. Cole Advisors sold 9,565 WhiteFiber Inc shares in Q4 2025, an estimated $260K.
J.W. Cole Advisors first reported a position in WhiteFiber Inc in Q3 2025 and held it in 1 quarter.
J.W. Cole Advisors's WhiteFiber Inc position peaked at $260K in Q3 2025.
74 funds tracked by Wall St. Rank held WhiteFiber Inc as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.