WAM
FTF

Wolverine Asset Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Wolverine Asset Management’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$688K Sell
118,079
-136,962
-54% -$834K 0.01% 868
2025
Q4 		$1.57M Buy
255,041
+243,859
+2,181% +$1.5M 0.01% 662
2025
Q3 		$71.2K Buy
11,182
+2,420
+28% +$15.5K ﹤0.01% 1154
2025
Q2 		$56.3K Buy
+8,762
New +$55.4K ﹤0.01% 1198
2024
Q3 		– Sell
-75,964
Closed -$482K – 1698
2024
Q2 		$482K Sell
75,964
-42,657
-36% -$268K 0.01% 853
2024
Q1 		$744K Buy
118,621
+110,880
+1,432% +$699K 0.01% 731
2023
Q4 		$48.1K Buy
7,741
+150
+2% +$915 ﹤0.01% 1207
2023
Q3 		$46.2K Sell
7,591
-100,527
-93% -$625K ﹤0.01% 1243
2023
Q2 		$668K Sell
108,118
-160,089
-60% -$989K 0.01% 780
2023
Q1 		$1.66M Buy
268,207
+85,002
+46% +$541K 0.02% 561
2022
Q4 		$1.14M Sell
183,205
-9,247
-5% -$57.6K 0.01% 710
2022
Q3 		$1.19M Buy
192,452
+28,097
+17% +$190K 0.01% 732
2022
Q2 		$1.11M Buy
164,355
+137,315
+508% +$960K 0.01% 734
2022
Q1 		$204K Buy
+27,040
New +$216K ﹤0.01% 1160
2020
Q2 		– Sell
-38,762
Closed -$304K – 1609
2020
Q1 		$304K Buy
+38,762
New +$348K ﹤0.01% 798
2019
Q4 		– Sell
-200
Closed -$1K – 1417
2019
Q3 		$1K Buy
+200
New +$1.91K ﹤0.01% 1362
2019
Q2 		– Sell
-12,660
Closed -$121K – 1482
2019
Q1 		$121K Sell
12,660
-8,375
-40% -$79.7K ﹤0.01% 1101
2018
Q4 		$189K Buy
+21,035
New +$198K ﹤0.01% 1254
2016
Q1 		– Sell
-82,325
Closed -$882K – 1360
2015
Q4 		$882K Sell
82,325
-17,117
-17% -$188K 0.02% 519
2015
Q3 		$1.08M Sell
99,442
-27,440
-22% -$313K 0.03% 480
2015
Q2 		$1.48M Sell
126,882
-39,482
-24% -$479K 0.03% 384
2015
Q1 		$2.02M Sell
166,364
-3,993
-2% -$48.6K 0.04% 295
2014
Q4 		$2.08M Buy
170,357
+45,059
+36% +$552K 0.04% 288
2014
Q3 		$1.55M Buy
125,298
+37,188
+42% +$475K 0.03% 351
2014
Q2 		$1.15M Sell
88,110
-17,023
-16% -$224K 0.03% 378
2014
Q1 		$1.37M Sell
105,133
-46,948
-31% -$614K 0.03% 347
2013
Q4 		$1.98M Buy
152,081
+38,737
+34% +$501K 0.04% 334
2013
Q3 		$1.47M Buy
113,344
+26,120
+30% +$334K 0.03% 416
2013
Q2 		$1.17M Buy
+87,224
New +$1.23M 0.03% 431

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Wolverine Asset Management reduced its Franklin Limited Duration Income Trust (FTF) stake by 54% in Q1 2026, selling an estimated $834K and leaving 118,079 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #868.

Wolverine Asset Management first reported a position in FTF in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.08M in Q4 2014. 86 funds tracked by Wall St. Rank hold FTF as of Q1 2026.

  • Wolverine Asset Management held 118,079 shares of Franklin Limited Duration Income Trust worth $688K as of Q1 2026.
  • Wolverine Asset Management sold 136,962 Franklin Limited Duration Income Trust shares in Q1 2026, an estimated $834K.
  • Franklin Limited Duration Income Trust made up 0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #868 holding.
  • Wolverine Asset Management first reported a position in Franklin Limited Duration Income Trust in Q2 2013 and has held it in 29 quarters since.
  • Wolverine Asset Management's Franklin Limited Duration Income Trust position peaked at $2.08M in Q4 2014.
  • 86 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2026.

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