LPL Financial’s WhiteFiber Inc WYFI Stock Holding History

LPL Financial’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
2026 Q1	–	Sell	-12,035	Closed	-$190K	–	6204
2025 Q4	$190K	Buy	+12,035	New	+$298K	﹤0.01%	5461

Other funds holding WYFI

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's WYFI Position: Q1 2026 in Review

LPL Financial sold out of WhiteFiber Inc (WYFI) in Q1 2026, closing a stake of 12,035 shares — an estimated $190K sold.

LPL Financial first reported a position in WYFI in Q4 2025 and held it in 1 quarter. The position peaked at $190K in Q4 2025. 97 funds tracked by Wall St. Rank hold WYFI as of Q1 2026.

LPL Financial reported no remaining WhiteFiber Inc position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 12,035 WhiteFiber Inc shares in Q1 2026, an estimated $190K.
LPL Financial first reported a position in WhiteFiber Inc in Q4 2025 and held it in 1 quarter.
LPL Financial's WhiteFiber Inc position peaked at $190K in Q4 2025.
97 funds tracked by Wall St. Rank held WhiteFiber Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.