WAM
BTO

Wolverine Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Wolverine Asset Management’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$488K Sell
13,603
-62,545
-82% -$2.27M ﹤0.01% 937
2025
Q4 		$2.67M Buy
+76,148
New +$2.64M 0.02% 512
2024
Q3 		– Sell
-39,148
Closed -$1.1M – 1662
2024
Q2 		$1.1M Buy
39,148
+31,319
+400% +$871K 0.01% 645
2024
Q1 		$232K Sell
7,829
-33,166
-81% -$969K ﹤0.01% 939
2023
Q4 		$1.23M Buy
+40,995
New +$1.11M 0.01% 646
2023
Q1 		– Sell
-33,184
Closed -$1.11M – 1906
2022
Q4 		$1.11M Buy
33,184
+4,204
+15% +$142K 0.01% 716
2022
Q3 		$914K Buy
+28,980
New +$1.05M 0.01% 818
2022
Q2 		– Sell
-2,637
Closed -$106K – 2341
2022
Q1 		$106K Buy
+2,637
New +$117K ﹤0.01% 1291
2021
Q3 		– Sell
-29,365
Closed -$1.1M – 2017
2021
Q2 		$1.1M Buy
29,365
+26,388
+886% +$1.04M 0.01% 604
2021
Q1 		$114K Buy
+2,977
New +$104K ﹤0.01% 1404
2019
Q4 		– Sell
-59,360
Closed -$1.91M – 1371
2019
Q3 		$1.91M Buy
59,360
+10,994
+23% +$349K 0.02% 438
2019
Q2 		$1.56M Buy
+48,366
New +$1.57M 0.02% 509
2018
Q4 		– Sell
-10,218
Closed -$378K – 1615
2018
Q3 		$378K Sell
10,218
-6,332
-38% -$242K ﹤0.01% 1084
2018
Q2 		$615K Buy
+16,550
New +$642K 0.01% 907
2017
Q2 		– Sell
-25,867
Closed -$879K – 1279
2017
Q1 		$879K Buy
+25,867
New +$928K 0.01% 577
2016
Q2 		– Sell
-20,269
Closed -$492K – 1206
2016
Q1 		$492K Buy
+20,269
New +$468K 0.01% 519
2015
Q1 		– Sell
-40,874
Closed -$962K – 1824
2014
Q4 		$962K Sell
40,874
-9,964
-20% -$227K 0.02% 457
2014
Q3 		$1.13M Buy
50,838
+278
+0.5% +$6.3K 0.02% 441
2014
Q2 		$1.17M Sell
50,560
-511
-1% -$11.7K 0.03% 376
2014
Q1 		$1.23M Buy
51,071
+9,425
+23% +$218K 0.03% 369
2013
Q4 		$980K Buy
+41,646
New +$931K 0.02% 526

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Wolverine Asset Management's BTO Position: Q1 2026 in Review

Wolverine Asset Management reduced its John Hancock Financial Opportunities Fund (BTO) stake by 82% in Q1 2026, selling an estimated $2.27M and leaving 13,603 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Wolverine Asset Management first reported a position in BTO in Q4 2013 and has held it in 21 quarters since. The position peaked at $2.67M in Q4 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Wolverine Asset Management held 13,603 shares of John Hancock Financial Opportunities Fund worth $488K as of Q1 2026.
  • Wolverine Asset Management sold 62,545 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $2.27M.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #937 holding.
  • Wolverine Asset Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2013 and has held it in 21 quarters since.
  • Wolverine Asset Management's John Hancock Financial Opportunities Fund position peaked at $2.67M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.