WAM
USA icon

Wolverine Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Wolverine Asset Management’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.98M Buy
1,029,320
+91,134
+10% +$526K 0.05% 276
2026
Q1 		$5.21M Sell
938,186
-13,057
-1% -$78K 0.05% 311
2025
Q4 		$5.97M Buy
951,243
+268,091
+39% +$1.67M 0.05% 323
2025
Q3 		$4.33M Buy
683,152
+492,854
+259% +$3.25M 0.03% 385
2025
Q2 		$1.3M Buy
190,298
+149,952
+372% +$976K 0.01% 633
2025
Q1 		$264K Buy
+40,346
New +$279K ﹤0.01% 970
2024
Q3 		– Sell
-73,242
Closed -$498K – 1794
2024
Q2 		$498K Buy
+73,242
New +$498K 0.01% 840
2024
Q1 		– Sell
-195,071
Closed -$1.24M – 1896
2023
Q4 		$1.24M Buy
195,071
+168,771
+642% +$1.03M 0.01% 641
2023
Q3 		$156K Buy
+26,300
New +$167K ﹤0.01% 1083
2023
Q1 		– Sell
-224,210
Closed -$1.28M – 2100
2022
Q4 		$1.28M Buy
224,210
+161,545
+258% +$966K 0.01% 679
2022
Q3 		$346K Buy
+62,665
New +$405K ﹤0.01% 1126
2022
Q1 		– Sell
-18,322
Closed -$153K – 2416
2021
Q4 		$153K Buy
+18,322
New +$155K ﹤0.01% 1273
2020
Q3 		– Sell
-316,909
Closed -$1.81M – 1787
2020
Q2 		$1.81M Buy
+316,909
New +$1.71M 0.02% 411
2020
Q1 		– Sell
-46,913
Closed -$317K – 1704
2019
Q4 		$317K Buy
+46,913
New +$307K ﹤0.01% 888
2019
Q1 		– Sell
-64,836
Closed -$348K – 1713
2018
Q4 		$348K Buy
+64,836
New +$385K ﹤0.01% 1130
2015
Q2 		– Sell
-519,555
Closed -$3.03M – 2023
2015
Q1 		$3.03M Sell
519,555
-15,243
-3% -$88.7K 0.06% 219
2014
Q4 		$3.2M Sell
534,798
-153,666
-22% -$895K 0.06% 225
2014
Q3 		$4.01M Buy
688,464
+132,821
+24% +$789K 0.08% 193
2014
Q2 		$3.34M Buy
555,643
+362,233
+187% +$2.12M 0.07% 200
2014
Q1 		$1.14M Buy
+193,410
New +$1.13M 0.02% 383
2013
Q4 		– Sell
-1,000
Closed -$5K – 2950
2013
Q3 		$5K Sell
1,000
-169,933
-99% -$933K ﹤0.01% 2399
2013
Q2 		$888K Buy
+170,933
New +$891K 0.02% 518

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wolverine Asset Management's USA Position: Q2 2026 in Review

Wolverine Asset Management increased its Liberty All-Star Equity Fund (USA) stake by 9.7% in Q2 2026, buying an estimated $526K and bringing the position to 1,029,320 shares worth $5.98M. The position accounts for 0.05% of the portfolio, ranked #276.

Wolverine Asset Management first reported a position in USA in Q2 2013 and has held it in 22 quarters since. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Wolverine Asset Management held 1,029,320 shares of Liberty All-Star Equity Fund worth $5.98M as of Q2 2026.
  • Wolverine Asset Management bought 91,134 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $526K.
  • Liberty All-Star Equity Fund made up 0.05% of Wolverine Asset Management's portfolio in Q2 2026, its #276 holding.
  • Wolverine Asset Management first reported a position in Liberty All-Star Equity Fund in Q2 2013 and has held it in 22 quarters since.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.