Wolverine Trading

Wolverine Trading’s Watsco Inc WSO Stock Holding History

Wolverine Trading’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-521	Closed	-$223K	–	7077
2025 Q2	$227K	Buy	+521	New	+$242K	0.01%	3774
2024 Q2	–	Sell	-524	Closed	-$240K	–	6030
2024 Q1	$226K	Sell	524 -12,568	-96%	-$5.05M	﹤0.01%	3655
2023 Q4	$5.61M	Buy	+13,092	New	+$5.07M	0.04%	1028
2022 Q2	–	Sell	-1,788	Closed	-$471K	–	6624
2022 Q1	$551K	Buy	+1,788	New	+$510K	0.02%	3112
2020 Q4	–	Sell	-6,315	Closed	-$1.45M	–	6116
2020 Q3	$1.47M	Buy	6,315 +3,137	+99%	+$707K	0.06%	1721
2020 Q2	$554K	Buy	+3,178	New	+$526K	0.03%	2623
2019 Q2	–	Sell	-2,399	Closed	-$377K	–	5801
2019 Q1	$344K	Buy	+2,399	New	+$344K	0.01%	3203
2017 Q2	–	Sell	-1,975	Closed	-$282K	–	5589
2017 Q1	$283K	Sell	1,975 -885	-31%	-$133K	0.02%	3093
2016 Q4	$424K	Buy	+2,860	New	+$414K	0.02%	2830

Other funds holding WSO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return