WFA
MKLY

Wellspring Financial Advisors’s McKinley Acquisition Corp MKLY Stock Holding History

Wellspring Financial Advisors’s Portfolio MKLY Stock Details MKLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$433K Hold
42,700
– – 0.03% 188
2026
Q1 		$428K Buy
+42,700
New +$428K 0.03% 173

Other funds holding MKLY

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return

Wellspring Financial Advisors's MKLY Position: Q2 2026 in Review

Wellspring Financial Advisors held its McKinley Acquisition Corp (MKLY) position steady in Q2 2026 at 42,700 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #188.

Wellspring Financial Advisors first reported a position in MKLY in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold MKLY as of Q2 2026.

  • Wellspring Financial Advisors held 42,700 shares of McKinley Acquisition Corp worth $433K as of Q2 2026.
  • Wellspring Financial Advisors left its McKinley Acquisition Corp share count unchanged in Q2 2026.
  • McKinley Acquisition Corp made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #188 holding.
  • Wellspring Financial Advisors first reported a position in McKinley Acquisition Corp in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held McKinley Acquisition Corp as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.