Jeff Yass’s CaliberCos CWD Stock Holding History

Jeff Yass’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	$37K	Buy	+56,489	New	+$53.8K	﹤0.01%	12920
2025 Q2	–	Sell	-1,536	Closed	-$17K	–	12802
2025 Q1	$17K	Buy	+1,536	New	+$19.1K	﹤0.01%	12153

Other funds holding CWD

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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

Jeff Yass's CWD Position: Q2 2026 in Review

Jeff Yass opened a new position in CaliberCos (CWD) in Q2 2026: 56,489 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #12920 among its holdings. This is a return to the name: Jeff Yass previously reported a position in CWD as recently as Q1 2025.

Jeff Yass first reported a position in CWD in Q1 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

Jeff Yass held 56,489 shares of CaliberCos worth $37K as of Q2 2026.
CaliberCos was a new Jeff Yass position in Q2 2026.
CaliberCos made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12920 holding.
Jeff Yass first reported a position in CaliberCos in Q1 2025 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.