Wolverine Trading
CSWC icon

Wolverine Trading’s Capital Southwest CSWC Stock Holding History

Wolverine Trading’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,339
Closed -$209K – 4913
2025
Q1 		$209K Buy
9,339
+74
+0.8% +$1.67K ﹤0.01% 3910
2024
Q4 		$202K Buy
+9,265
New +$218K ﹤0.01% 4514
2020
Q3 		– Sell
-11,359
Closed -$150K – 4599
2020
Q2 		$150K Buy
+11,359
New +$147K ﹤0.01% 3980

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Wolverine Trading's CSWC Position: Q2 2025 in Review

Wolverine Trading sold out of Capital Southwest (CSWC) in Q2 2025, closing a stake of 9,339 shares — an estimated $209K sold.

Wolverine Trading first reported a position in CSWC in Q2 2020 and held it in 3 quarters. The position peaked at $209K in Q1 2025. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

  • Wolverine Trading reported no remaining Capital Southwest position as of Q2 2025 after selling out during the quarter.
  • Wolverine Trading sold 9,339 Capital Southwest shares in Q2 2025, an estimated $209K.
  • Wolverine Trading first reported a position in Capital Southwest in Q2 2020 and held it in 3 quarters.
  • Wolverine Trading's Capital Southwest position peaked at $209K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on Wolverine Trading's 13F filing for Q2 2025, filed 18 Aug 2025.