WWM
DEFT

Western Wealth Management’s Defi Technologies DEFT Stock Holding History

Western 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
Q1 		$85.5K Sell
154,690
-8,500
-5% -$6.49K ﹤0.01% 947
2025
Q4 		$123K Buy
163,190
+31,000
+23% +$47.4K 0.01% 821
2025
Q3 		$279K Sell
132,190
-10,400
-7% -$26.9K 0.01% 620
2025
Q2 		$418K Buy
+142,590
New +$477K 0.02% 464

Other funds holding DEFT

WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Western Wealth Management's DEFT Position: Q1 2026 in Review

Western Wealth Management reduced its Defi Technologies (DEFT) stake by 5.2% in Q1 2026, selling an estimated $6.49K and leaving 154,690 shares worth $85.5K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Western Wealth Management first reported a position in DEFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $418K in Q2 2025. 106 funds tracked by Wall St. Rank hold DEFT as of Q1 2026.

  • Western Wealth Management held 154,690 shares of Defi Technologies worth $85.5K as of Q1 2026.
  • Western Wealth Management sold 8,500 Defi Technologies shares in Q1 2026, an estimated $6.49K.
  • Defi Technologies made up ﹤0.01% of Western Wealth Management's portfolio in Q1 2026, its #947 holding.
  • Western Wealth Management first reported a position in Defi Technologies in Q2 2025 and has held it in 4 quarters since.
  • Western Wealth Management's Defi Technologies position peaked at $418K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Defi Technologies as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.