WWM
DEFT

Walser Wealth Management’s Defi Technologies DEFT Stock Holding History

Walser Wealth Management’s Portfolio DEFT Stock Details DEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3K Hold
20,000
– – ﹤0.01% 215
2026
Q1 		$11.1K Hold
20,000
– – 0.01% 187
2025
Q4 		$15.1K Buy
+20,000
New +$30.6K 0.01% 145

Other funds holding DEFT

WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Walser Wealth Management's DEFT Position: Q2 2026 in Review

Walser Wealth Management held its Defi Technologies (DEFT) position steady in Q2 2026 at 20,000 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Walser Wealth Management first reported a position in DEFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.1K in Q4 2025. 100 funds tracked by Wall St. Rank hold DEFT as of Q2 2026.

  • Walser Wealth Management held 20,000 shares of Defi Technologies worth $10.3K as of Q2 2026.
  • Walser Wealth Management left its Defi Technologies share count unchanged in Q2 2026.
  • Defi Technologies made up ﹤0.01% of Walser Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Walser Wealth Management first reported a position in Defi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Walser Wealth Management's Defi Technologies position peaked at $15.1K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Defi Technologies as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.