SA
WYFI

Situational Awareness’s WhiteFiber Inc WYFI Stock Holding History

Situational Awareness’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 		$20.9M Hold
1,757,600
– – 0.15% 29
2025
Q4 		$27.8M Buy
+1,757,600
New +$43.5M 0.5% 20

Other funds holding WYFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Clearfield Capital Management New York $188M AUM 84.86% 1-Year Est. Return

Situational Awareness's WYFI Position: Q1 2026 in Review

Situational Awareness held its WhiteFiber Inc (WYFI) position steady in Q1 2026 at 1,757,600 shares worth $20.9M. The position accounts for 0.15% of the portfolio, ranked #29.

Situational Awareness first reported a position in WYFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $27.8M in Q4 2025. 97 funds tracked by Wall St. Rank hold WYFI as of Q1 2026.

  • Situational Awareness held 1,757,600 shares of WhiteFiber Inc worth $20.9M as of Q1 2026.
  • Situational Awareness left its WhiteFiber Inc share count unchanged in Q1 2026.
  • WhiteFiber Inc made up 0.15% of Situational Awareness's portfolio in Q1 2026, its #29 holding.
  • Situational Awareness first reported a position in WhiteFiber Inc in Q4 2025 and has held it in 2 quarters since.
  • Situational Awareness's WhiteFiber Inc position peaked at $27.8M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held WhiteFiber Inc as of Q1 2026.

Based on Situational Awareness's 13F filing for Q1 2026, filed 18 May 2026.