WPG Advisers’s Houlihan Lokey HLI Stock Holding History

WPG Advisers’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18	Closed	-$2.91K	–	1461
2025 Q1	$2.91K	Buy	18 +14	+350%	+$2.4K	﹤0.01%	1032
2024 Q4	$695	Buy	+4	New	+$704	﹤0.01%	1282

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WPG Advisers's HLI Position: Q2 2025 in Review

WPG Advisers sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 18 shares — an estimated $2.91K sold.

WPG Advisers first reported a position in HLI in Q4 2024 and held it in 2 quarters. The position peaked at $2.91K in Q1 2025. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

WPG Advisers reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
WPG Advisers sold 18 Houlihan Lokey shares in Q2 2025, an estimated $2.91K.
WPG Advisers first reported a position in Houlihan Lokey in Q4 2024 and held it in 2 quarters.
WPG Advisers's Houlihan Lokey position peaked at $2.91K in Q1 2025.
549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on WPG Advisers's 13F filing for Q2 2025, filed 11 Aug 2025.