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WMG Financial Advisors’s Icahn Enterprises IEP Stock Holding History

WMG Financial Advisors’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,500
Closed -$95.1K – 192
2025
Q1 		$95.1K Buy
+10,500
New +$101K 0.04% 167

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WMG Financial Advisors's IEP Position: Q2 2025 in Review

WMG Financial Advisors sold out of Icahn Enterprises (IEP) in Q2 2025, closing a stake of 10,500 shares — an estimated $95.1K sold.

WMG Financial Advisors first reported a position in IEP in Q1 2025 and held it in 1 quarter. The position peaked at $95.1K in Q1 2025. 115 funds tracked by Wall St. Rank hold IEP as of Q2 2025.

  • WMG Financial Advisors reported no remaining Icahn Enterprises position as of Q2 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 10,500 Icahn Enterprises shares in Q2 2025, an estimated $95.1K.
  • WMG Financial Advisors first reported a position in Icahn Enterprises in Q1 2025 and held it in 1 quarter.
  • WMG Financial Advisors's Icahn Enterprises position peaked at $95.1K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2025.

Based on WMG Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.