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Wealthcare Capital Partners’s Houlihan Lokey HLI Stock Holding History

Wealthcare Capital Partners’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 		$322K Buy
2,399
+65
+3% +$9.59K 0.13% 124
2026
Q1 		$335K Buy
2,334
+10
+0.4% +$1.65K 0.16% 111
2025
Q4 		$405K Buy
2,324
+8
+0.3% +$1.47K 0.19% 99
2025
Q3 		$476K Buy
2,316
+6
+0.3% +$1.18K 0.22% 86
2025
Q2 		$416K Buy
2,310
+8
+0.3% +$1.34K 0.21% 84
2025
Q1 		$372K Buy
2,302
+8
+0.3% +$1.37K 0.19% 87
2024
Q4 		$398K Buy
+2,294
New +$404K 0.21% 75

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Wealthcare Capital Partners's HLI Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Houlihan Lokey (HLI) stake by 2.8% in Q2 2026, buying an estimated $9.59K and bringing the position to 2,399 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #124.

Wealthcare Capital Partners first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $476K in Q3 2025. 165 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Wealthcare Capital Partners held 2,399 shares of Houlihan Lokey worth $322K as of Q2 2026.
  • Wealthcare Capital Partners bought 65 Houlihan Lokey shares in Q2 2026, an estimated $9.59K.
  • Houlihan Lokey made up 0.13% of Wealthcare Capital Partners's portfolio in Q2 2026, its #124 holding.
  • Wealthcare Capital Partners first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • Wealthcare Capital Partners's Houlihan Lokey position peaked at $476K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.