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Wilmington Savings Fund Society’s Houlihan Lokey HLI Stock Holding History

Wilmington Savings Fund Society’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
2025
Q2 		– Sell
-78
Closed -$12.6K – 2090
2025
Q1 		$12.6K Hold
78
– – ﹤0.01% 1582
2024
Q4 		$13.5K Buy
78
+18
+30% +$3.17K ﹤0.01% 1588
2024
Q3 		$9.48K Buy
+60
New +$8.96K ﹤0.01% 1646

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wilmington Savings Fund Society's HLI Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 78 shares — an estimated $12.6K sold.

Wilmington Savings Fund Society first reported a position in HLI in Q3 2024 and held it in 3 quarters. The position peaked at $13.5K in Q4 2024. 548 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 78 Houlihan Lokey shares in Q2 2025, an estimated $12.6K.
  • Wilmington Savings Fund Society first reported a position in Houlihan Lokey in Q3 2024 and held it in 3 quarters.
  • Wilmington Savings Fund Society's Houlihan Lokey position peaked at $13.5K in Q4 2024.
  • 548 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.