WCM
SF

Whitener Capital Management’s Stifel SF Stock Holding History

Whitener Capital Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Sell
6,427
-35
-0.5% -$2.61K 0.1% 132
2026
Q1 		$478K Sell
6,462
-101
-2% -$8.02K 0.11% 122
2025
Q4 		$548K Buy
6,563
+38
+0.6% +$3.04K 0.12% 111
2025
Q3 		$494K Hold
6,525
– – 0.12% 113
2025
Q2 		$451K Sell
6,525
-420
-6% -$25.8K 0.12% 116
2025
Q1 		$436K Buy
+6,945
New +$490K 0.12% 113

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AAMU
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YIH
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Handelsbanken Fonder
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DC
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WCM
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GI
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ERIC
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TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return