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 		$2.42M Buy
94,100
+31,200
+50% +$756K ﹤0.01% 2011
2025
Q2 		$1.78M Buy
62,900
+27,000
+75% +$829K ﹤0.01% 1795
2025
Q1 		$1.94M Buy
35,900
+4,000
+13% +$231K ﹤0.01% 1658
2024
Q4 		$1.9M Buy
31,900
+5,000
+19% +$332K ﹤0.01% 2014
2024
Q3 		$1.66M Buy
+26,900
New +$1.59M ﹤0.01% 1859
2024
Q2 		– Sell
-18,400
Closed -$2.12M – 4783
2024
Q1 		$2.12M Buy
+18,400
New +$2.2M ﹤0.01% 1572
2023
Q3 		– Sell
-119,100
Closed -$12.8M – 4740
2023
Q2 		$12.8M Buy
+119,100
New +$11.4M 0.02% 508
2023
Q1 		– Sell
-33,100
Closed -$3.67M – 4531
2022
Q4 		$3.67M Buy
+33,100
New +$3.22M 0.01% 1051
2022
Q2 		– Sell
-1,000
Closed -$200K – 5012
2022
Q1 		$200K Buy
+1,000
New +$211K ﹤0.01% 4438
2021
Q4 		– Sell
-4,600
Closed -$1.06M – 6277
2021
Q3 		$1.06M Buy
4,600
+1,100
+31% +$252K ﹤0.01% 2923
2021
Q2 		$796K Sell
3,500
-1,900
-35% -$418K ﹤0.01% 3071
2021
Q1 		$1.15M Buy
5,400
+2,100
+64% +$474K ﹤0.01% 2565
2020
Q4 		$738K Buy
+3,300
New +$680K ﹤0.01% 2723
2020
Q3 		– Sell
-1,600
Closed -$301K – 4780
2020
Q2 		$301K Buy
+1,600
New +$262K ﹤0.01% 3340
2020
Q1 		– Sell
-8,300
Closed -$1.5M – 4879
2019
Q4 		$1.5M Buy
+8,300
New +$1.33M ﹤0.01% 2059
2018
Q3 		– Sell
-17,300
Closed -$1.5M – 5293
2018
Q2 		$1.5M Hold
17,300
– – ﹤0.01% 1840
2018
Q1 		$1.5M Buy
+17,300
New +$1.57M ﹤0.01% 1840
2017
Q2 		– Sell
-5,700
Closed -$537K – 4557
2017
Q1 		$537K Buy
+5,700
New +$538K ﹤0.01% 2301

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.