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State of Wyoming’s Houlihan Lokey HLI Stock Holding History

State of Wyoming’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Sell
873
-1,897
-68% -$280K 0.01% 1326
2026
Q1 		$398K Sell
2,770
-1,047
-27% -$172K 0.05% 484
2025
Q4 		$665K Buy
3,817
+233
+7% +$42.8K 0.07% 233
2025
Q3 		$736K Sell
3,584
-403
-10% -$79K 0.08% 163
2025
Q2 		$717K Buy
3,987
+1,209
+44% +$203K 0.09% 148
2025
Q1 		$449K Sell
2,778
-2,142
-44% -$368K 0.06% 283
2024
Q4 		$854K Buy
4,920
+1,587
+48% +$279K 0.11% 100
2024
Q3 		$527K Buy
3,333
+986
+42% +$147K 0.08% 180
2024
Q2 		$317K Sell
2,347
-43
-2% -$5.63K 0.05% 287
2024
Q1 		$306K Sell
2,390
-1,375
-37% -$170K 0.05% 348
2023
Q4 		$451K Buy
3,765
+646
+21% +$70K 0.08% 136
2023
Q3 		$334K Buy
3,119
+1,391
+80% +$143K 0.07% 180
2023
Q2 		$170K Buy
1,728
+440
+34% +$39.8K 0.05% 490
2023
Q1 		$113K Buy
1,288
+4
+0.3% +$376 0.04% 706
2022
Q4 		$112K Buy
1,284
+7
+0.5% +$629 0.04% 671
2022
Q3 		$96K Sell
1,277
-943
-42% -$76.4K 0.05% 616
2022
Q2 		$176K Sell
2,220
-1,784
-45% -$149K 0.11% 189
2022
Q1 		$352K Buy
4,004
+72
+2% +$7.41K 0.18% 56
2021
Q4 		$408K Buy
3,932
+945
+32% +$101K 0.19% 58
2021
Q3 		$276K Buy
2,987
+390
+15% +$34.2K 0.18% 95
2021
Q2 		$213K Buy
2,597
+2,592
+51,840% +$188K 0.13% 174
2021
Q1 		$0 Buy
+5
New +$337 ﹤0.01% 523

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

State of Wyoming's HLI Position: Q2 2026 in Review

State of Wyoming reduced its Houlihan Lokey (HLI) stake by 68% in Q2 2026, selling an estimated $280K and leaving 873 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #1326.

State of Wyoming first reported a position in HLI in Q1 2021 and has held it in 22 quarters since. The position peaked at $854K in Q4 2024. 213 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • State of Wyoming held 873 shares of Houlihan Lokey worth $117K as of Q2 2026.
  • State of Wyoming sold 1,897 Houlihan Lokey shares in Q2 2026, an estimated $280K.
  • Houlihan Lokey made up 0.01% of State of Wyoming's portfolio in Q2 2026, its #1326 holding.
  • State of Wyoming first reported a position in Houlihan Lokey in Q1 2021 and has held it in 22 quarters since.
  • State of Wyoming's Houlihan Lokey position peaked at $854K in Q4 2024.
  • 213 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.