Wiley Bros. Aintree Capital, LLC Incresed Positions in Q2 2025

Wiley Bros. Aintree Capital, LLC

  • $12.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DOCS
Doximity, Inc.

Healthcare
585
+ 9.27%
$50.71 - $61.34 $29.7K - $35.9K
6.9K $422K
SON
Sonoco Products CO

Consumer Cyclical
2.68K
+ 16.22%
$40.6 - $47.93 $109K - $128K
19.2K $836K
TOL
Toll Brothers, Inc.

Consumer Cyclical
259
+ 8.28%
$90.5 - $114.3 $23.4K - $29.6K
3.39K $386K
VHT
Vanguard Health Care ETF

ETFs
668
+ 9.98%
$236.71 - $261.92 $158K - $175K
7.36K $1.83M
VLUE
Ishares Msci Usa Value Factor

ETFs
228
+ 5.11%
$93.5 - $113.21 $21.3K - $25.8K
4.69K $531K
CMA
Comerica Inc

Financial Services
839
+ 11.49%
$50.42 - $59.65 $42.3K - $50K
8.14K $485K
HYMU
Blackrock ETF Tr Ii High Yield
2.29K
+ 14.82%
N/A
17.7K $407K
BST
Black Rock Science & Technology Trust

Financial Services
26
+ 0.26%
$29.62 - $38.3 $770 - $996
10.1K $383K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.75K
+ 14.9%
$13.71 - $15.46 $37.7K - $42.5K
21.2K $327K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
643
+ 0.86%
$7.19 - $8.75 $4.62K - $5.63K
75.4K $660K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
6.58K
+ 55.03%
$6.87 - $8.24 $45.2K - $54.2K
18.5K $146K
VONE
Vanguard Russell 1000 ETF

ETFs
26
+ 1.68%
$225.48 - $280.86 $5.86K - $7.3K
1.57K $442K
GFS
Globalfoundries Inc.

Technology
1.05K
+ 14.9%
$30.37 - $40.03 $32K - $42.2K
8.13K $310K
OTIS
Otis Worldwide Corp

Industrials
723
+ 13.0%
$90.88 - $104.3 $65.7K - $75.4K
6.28K $622K
UCBI
United Community Banks Inc

Financial Services
1.69K
+ 9.88%
N/A
18.8K $549K
BGNE
Bei Gene, Ltd.

Healthcare
211
+ 14.09%
N/A
1.71K $387K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
147
+ 2.68%
$96.02 - $124.33 $14.1K - $18.3K
5.62K $648K
NYT
New York Times CO

Communication Services
220
+ 3.91%
$45.37 - $57.12 $9.98K - $12.6K
5.85K $327K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
3.6K
+ 33.98%
$10.6 - $12.44 $38.2K - $44.8K
14.2K $176K
CSQ
Calamos Strategic Total Return Fund

Financial Services
842
+ 5.49%
$13.86 - $18.24 $11.7K - $15.4K
16.2K $295K
TRNO
Terreno Realty Corp

Real Estate
1.44K
+ 30.31%
$51.18 - $63.89 $73.7K - $92K
6.19K $347K
CROX
Crocs, Inc.

Consumer Cyclical
797
+ 11.5%
$88.67 - $120.26 $70.7K - $95.8K
7.73K $782K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
935
+ 4.4%
$46.41 - $47.7 $43.4K - $44.6K
22.2K $1.05M
SNV
Synovus Financial Corp

Financial Services
243
+ 3.85%
$38.27 - $51.75 $9.3K - $12.6K
6.55K $339K
IYT
Ishares Tr U.S. Transportation

ETFs
408
+ 11.73%
$55.22 - $68.54 $22.5K - $28K
3.89K $266K
DHR
Danaher Corp

Healthcare
1.17K
+ 4.64%
$174.64 - $205.16 $205K - $241K
26.5K $5.23M
EIX
Edison International

Utilities
1.55K
+ 30.9%
$48.32 - $59.92 $74.8K - $92.8K
6.56K $338K
SGOL
Abrdn Gold ETF Trust

ETFs
930
+ 11.91%
$28.39 - $32.75 $26.4K - $30.5K
8.74K $275K
MPLX
Mplx LP

Energy
4.14K
+ 4.86%
$46.68 - $53.89 $193K - $223K
89.3K $4.6M
DCI
Donaldson CO Inc

Industrials
79
+ 0.49%
$59.18 - $71.02 $4.68K - $5.61K
16.2K $1.12M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
1.89K
+ 12.85%
$16.43 - $18.82 $31.1K - $35.6K
16.6K $312K
WTW
Willis Towers Watson PLC

Financial Services
232
+ 24.68%
$295.96 - $337.43 $68.7K - $78.3K
1.17K $359K
BOH
Bank Of Hawaii Corp

Financial Services
672
+ 20.27%
$60.02 - $70.83 $40.3K - $47.6K
3.99K $269K
NVR
Nvr Inc

Consumer Cyclical
5
+ 17.86%
$6700.0 - $7410.93 $33.5K - $37.1K
33 $243K
PFG
Principal Financial Group Inc

Financial Services
930
+ 14.26%
$69.56 - $86.19 $64.7K - $80.2K
7.45K $591K
VOYA
Voya Financial, Inc.

Financial Services
314
+ 5.42%
$54.27 - $71.0 $17K - $22.3K
6.11K $433K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.38K
+ 14.98%
$10.29 - $11.24 $45.1K - $49.3K
33.6K $367K
SCS
Steelcase Inc

Industrials
5.6K
+ 15.98%
$9.42 - $11.46 $52.7K - $64.2K
40.6K $423K
SABR
Sabre Corp

Consumer Cyclical
10.8K
+ 67.3%
$1.95 - $3.18 $21.1K - $34.4K
26.9K $84K
SLF
Sun Life Financial Inc

Financial Services
77
+ 2.07%
$53.39 - $66.45 $4.11K - $5.12K
3.8K $252K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
3.38K
+ 22.68%
$12.7 - $13.53 $42.9K - $45.7K
18.3K $237K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
1.39K
+ 14.19%
$20.46 - $21.89 $28.5K - $30.5K
11.2K $245K
CHK
Chesapeake Energy Corp

Energy
427
+ 14.6%
N/A
3.35K $287K
HIMX
Himax Technologies, Inc.

Technology
1.33K
+ 8.17%
$5.89 - $9.44 $7.81K - $12.5K
17.6K $156K
IJS
Ishares S&P Smallcap 600 Value

ETFs
154
+ 1.45%
$83.54 - $100.04 $12.9K - $15.4K
10.8K $1.07M
OGS
One Gas, Inc.

Utilities
668
+ 22.23%
$71.59 - $81.38 $47.8K - $54.4K
3.67K $263K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
164
+ 0.6%
$16.57 - $20.48 $2.72K - $3.36K
27.4K $560K
UFCS
United Fire Group Inc

Financial Services
1.48K
+ 15.88%
$25.7 - $29.65 $38.1K - $44K
10.8K $310K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
609
+ 11.87%
$41.9 - $50.31 $25.5K - $30.6K
5.74K $276K
Activity Summary
Buys All Purchases 1618 New Holdings 302 Increased Positions 1316 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 0 Puts 0
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