WH
LITE icon

Willner & Heller’s Lumentum LITE Stock Holding History

Willner & Heller’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278K Buy
+324
New +$289K 0.17% 141

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Willner & Heller's LITE Position: Q2 2026 in Review

Willner & Heller opened a new position in Lumentum (LITE) in Q2 2026: 324 shares worth $278K. The stake represents 0.17% of the portfolio and ranks #141 among its holdings.

154 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Willner & Heller held 324 shares of Lumentum worth $278K as of Q2 2026.
  • Lumentum was a new Willner & Heller position in Q2 2026.
  • Lumentum made up 0.17% of Willner & Heller's portfolio in Q2 2026, its #141 holding.
  • 154 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.