Wolverine Trading
HELE icon

Wolverine Trading’s Helen of Troy HELE Stock Holding History

Wolverine Trading’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$880K Buy
34,200
+14,900
+77% +$361K ﹤0.01% 3029
2025
Q2 		$547K Buy
19,300
+6,400
+50% +$196K ﹤0.01% 2864
2025
Q1 		$697K Sell
12,900
-4,100
-24% -$237K ﹤0.01% 2596
2024
Q4 		$1.01M Buy
17,000
+2,600
+18% +$173K ﹤0.01% 2642
2024
Q3 		$888K Buy
+14,400
New +$852K ﹤0.01% 2477
2024
Q2 		– Sell
-9,400
Closed -$1.08M – 4781
2024
Q1 		$1.08M Buy
+9,400
New +$1.12M ﹤0.01% 2138
2023
Q3 		– Sell
-62,700
Closed -$6.73M – 4738
2023
Q2 		$6.73M Buy
+62,700
New +$6M 0.01% 758
2023
Q1 		– Sell
-3,800
Closed -$421K – 4530
2022
Q4 		$421K Buy
+3,800
New +$370K ﹤0.01% 2477
2021
Q4 		– Sell
-1,000
Closed -$229K – 6276
2021
Q3 		$229K Buy
1,000
+100
+11% +$22.9K ﹤0.01% 5126
2021
Q2 		$205K Sell
900
-1,300
-59% -$286K ﹤0.01% 4988
2021
Q1 		$469K Buy
2,200
+400
+22% +$90.2K ﹤0.01% 3793
2020
Q4 		$402K Buy
+1,800
New +$371K ﹤0.01% 3420
2020
Q1 		– Sell
-6,800
Closed -$1.23M – 4877
2019
Q4 		$1.23M Buy
+6,800
New +$1.09M ﹤0.01% 2222
2018
Q3 		– Sell
-14,300
Closed -$1.24M – 5291
2018
Q2 		$1.24M Hold
14,300
– – ﹤0.01% 2032
2018
Q1 		$1.24M Buy
+14,300
New +$1.3M ﹤0.01% 2032
2017
Q3 		– Sell
-2,400
Closed -$222K – 4641
2017
Q2 		$222K Sell
2,400
-6,100
-72% -$568K ﹤0.01% 3465
2017
Q1 		$801K Buy
+8,500
New +$802K ﹤0.01% 1916
2016
Q4 		– Sell
-3,000
Closed -$254K – 4704
2016
Q3 		$254K Buy
+3,000
New +$281K ﹤0.01% 3470

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wolverine Trading's HELE Position: Q3 2025 in Review

Wolverine Trading reduced its Helen of Troy (HELE) stake by 35% in Q3 2025, selling an estimated $168K and leaving 13,081 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #4208.

Wolverine Trading first reported a position in HELE in Q1 2018 and has held it in 12 quarters since. The position peaked at $3.04M in Q2 2023. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Wolverine Trading held 13,081 shares of Helen of Troy worth $337K as of Q3 2025.
  • Wolverine Trading sold 6,931 Helen of Troy shares in Q3 2025, an estimated $168K.
  • Helen of Troy made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #4208 holding.
  • Wolverine Trading first reported a position in Helen of Troy in Q1 2018 and has held it in 12 quarters since.
  • Wolverine Trading's Helen of Troy position peaked at $3.04M in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.