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Hercules Technology Growth Capital shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Hercules Technology Growth Capital (HTGC) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in Hercules Technology Growth Capital

Tip: Access up to 7 years of quarterly data

All positions including Hercules Technology Growth Capital held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hercules Technology Growth Capital by Whipplewood Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$872k	59k	14.77
2025-12-31	$669k	36k	18.82
2025-09-30	$290k	15k	18.91

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J P Morgan Exchange Traded F Exchange Traded Fund (JPLD)

Innovator Etfs Trust Exchange Traded Fund (BALT)

Western Asset Premier Bd Closed-end Fund (WEA)

Tesla Common / Ordinary Stock (TSLA)

First Tr Exchange-traded Exchange Traded Fund (RDVI)

Vanguard Specialized Funds Exchange Traded Fund (VIG)

Apple Common / Ordinary Stock (AAPL)

Vanguard Tax-managed Fds Exchange Traded Fund (VEA)

Ishares Tr Exchange Traded Fund (MTUM)

Vanguard Whitehall Fds Exchange Traded Fund (VIGI)

Ark Etf Tr Exchange Traded Fund (ARKK)

Schwab Strategic Tr Exchange Traded Fund (FNDF)

Vanguard Intl Equity Index F Exchange Traded Fund (VT)

View all positions for Whipplewood Advisors

Top funds holding Hercules Technology Growth Capital

Van Eck Associates Corp.

Sound Income Strategies

Two Sigma Investments

D. E. Shaw & Co

Qube Research & Technologies

Legal & General Group

Citadel Advisors

Franklin Resources

Sumitomo Mitsui Trust Holdings

Millennium Management

Tectonic Advisors

View all funds holding Hercules Technology Growth Capital

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