WAM
OKLO

Wakefield Asset Management’s Oklo OKLO Stock Holding History

Wakefield Asset Management’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Hold
5,000
– – 0.06% 211
2026
Q1 		$248K Hold
5,000
– – 0.07% 204
2025
Q4 		$359K Buy
+5,000
New +$558K 0.1% 183

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wakefield Asset Management's OKLO Position: Q2 2026 in Review

Wakefield Asset Management held its Oklo (OKLO) position steady in Q2 2026 at 5,000 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #211.

Wakefield Asset Management first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $359K in Q4 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Wakefield Asset Management held 5,000 shares of Oklo worth $262K as of Q2 2026.
  • Wakefield Asset Management left its Oklo share count unchanged in Q2 2026.
  • Oklo made up 0.06% of Wakefield Asset Management's portfolio in Q2 2026, its #211 holding.
  • Wakefield Asset Management first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • Wakefield Asset Management's Oklo position peaked at $359K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.