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Webull Corp director and General Counsel James Benjamin Worthy filed an initial statement of beneficial ownership, reporting his equity interests in the company. As of March 17, 2026, he directly holds 1,201,264 Class A Ordinary Shares and multiple restricted share-based awards.
The reported securities include 150,000 restricted shares that are scheduled to vest in full on January 1, 2028, if he continues in service. He also holds restricted share units representing 83,982 and 201,558 underlying Class A Ordinary Shares. For these RSUs, portions are already fully vested, with remaining tranches scheduled to vest on January 1, 2027 and on January 1, 2027 and 2028, respectively, and settling in shares or cash at the board committee’s discretion.
Webull Corp director and General Counsel James Benjamin Worthy filed an initial statement of beneficial ownership, reporting his equity interests in the company. As of March 17, 2026, he directly holds 1,201,264 Class A Ordinary Shares and multiple restricted share-based awards.
The reported securities include 150,000 restricted shares that are scheduled to vest in full on January 1, 2028, if he continues in service. He also holds restricted share units representing 83,982 and 201,558 underlying Class A Ordinary Shares. For these RSUs, portions are already fully vested, with remaining tranches scheduled to vest on January 1, 2027 and on January 1, 2027 and 2028, respectively, and settling in shares or cash at the board committee’s discretion.
Webull Corp’s Chief Executive Officer Anquan Wang filed an initial ownership report showing substantial indirect control of the company’s shares. Through Water Castle Az Inc., he indirectly holds 100,158,736 Class B Ordinary Shares, each convertible into one Class A Ordinary Share with no expiration date, plus 200,000 Class A Ordinary Shares.
The filing also describes significant equity incentives. Wang has 5,433,243 restricted Class B share units, of which 301,846 are already vested and the remainder vest in 34 equal monthly installments beginning on March 31, 2026, subject to continued service. He also holds 10,866,488 performance restricted Class B share units that vest in 25% increments when the 60-day volume-weighted average trading price of Webull’s Class A Ordinary Shares reaches $15, $20, $25, and $30, respectively, with any unvested performance units expiring on February 24, 2031.
Webull Corp’s Chief Executive Officer Anquan Wang filed an initial ownership report showing substantial indirect control of the company’s shares. Through Water Castle Az Inc., he indirectly holds 100,158,736 Class B Ordinary Shares, each convertible into one Class A Ordinary Share with no expiration date, plus 200,000 Class A Ordinary Shares.
The filing also describes significant equity incentives. Wang has 5,433,243 restricted Class B share units, of which 301,846 are already vested and the remainder vest in 34 equal monthly installments beginning on March 31, 2026, subject to continued service. He also holds 10,866,488 performance restricted Class B share units that vest in 25% increments when the 60-day volume-weighted average trading price of Webull’s Class A Ordinary Shares reaches $15, $20, $25, and $30, respectively, with any unvested performance units expiring on February 24, 2031.
Webull Corp director and CFO Wang Haichen filed an initial ownership report showing a sizable equity stake. He holds 1,121,097 Class A Ordinary Shares directly, plus 827,046 shares held by his spouse and 137,926 shares held through Webull Partners Limited.
He also holds restricted share units tied to 134,372 and 167,965 underlying Class A Ordinary Shares. Footnotes note that 200,000 restricted shares will vest in full on January 1, 2028, and that the RSUs vest over time, subject to his continued service.
Webull Corp director and CFO Wang Haichen filed an initial ownership report showing a sizable equity stake. He holds 1,121,097 Class A Ordinary Shares directly, plus 827,046 shares held by his spouse and 137,926 shares held through Webull Partners Limited.
He also holds restricted share units tied to 134,372 and 167,965 underlying Class A Ordinary Shares. Footnotes note that 200,000 restricted shares will vest in full on January 1, 2028, and that the RSUs vest over time, subject to his continued service.
Webull Corporation reported its first full year of results as a public company, highlighting record revenue and strong growth in client assets. Full-year 2025 revenue reached $571 million, a 46% increase from 2024, driven mainly by higher equity and options order flow rebates, interest income, and handling charges.
The company generated net income attributable to the Company of $24.8 million in 2025, compared with a loss in 2024, although preferred-share related items led to a net loss attributable to ordinary shareholders of $487.5 million or $1.23 per share. On a non-GAAP basis, adjusted net income was $84.2 million and adjusted operating profit was $110.3 million, with adjusted operating expenses of $460.7 million.
Operationally, Webull reported record net deposits of $8.6 billion, a 91% increase, and customer assets of $24.6 billion. Funded accounts rose to 5.03 million, and trading activity reached new highs across equities and options, supporting a 56% year-over-year increase in trading-related revenues in the fourth quarter.
Webull Corporation reported its first full year of results as a public company, highlighting record revenue and strong growth in client assets. Full-year 2025 revenue reached $571 million, a 46% increase from 2024, driven mainly by higher equity and options order flow rebates, interest income, and handling charges.
The company generated net income attributable to the Company of $24.8 million in 2025, compared with a loss in 2024, although preferred-share related items led to a net loss attributable to ordinary shareholders of $487.5 million or $1.23 per share. On a non-GAAP basis, adjusted net income was $84.2 million and adjusted operating profit was $110.3 million, with adjusted operating expenses of $460.7 million.
Operationally, Webull reported record net deposits of $8.6 billion, a 91% increase, and customer assets of $24.6 billion. Funded accounts rose to 5.03 million, and trading activity reached new highs across equities and options, supporting a 56% year-over-year increase in trading-related revenues in the fourth quarter.
Webull Corp received an updated ownership report on its Class A Ordinary Shares from three Guernsey-based entities: HS Investments IV Ltd, HS Investments IV C L.P., and Hedosophia Partners IV GP Limited. The filing shows these institutional investors each now hold 5 percent or less of this share class.
HS Investments IV Ltd reports beneficial ownership of 15,060,036 shares, or 3.60% of the class, all with shared voting and dispositive power. HS Investments IV C L.P. reports 7,810,349 shares, or 1.87%, and Hedosophia Partners IV GP Limited reports 6,315,940 shares, or 3.38%, each also with only shared voting and dispositive power.
The board members of Hedosophia Partners IV GP Limited expressly disclaim beneficial ownership of its portfolio securities, and each reporting entity disclaims beneficial ownership of shares held by the others.
Webull Corp received an updated ownership report on its Class A Ordinary Shares from three Guernsey-based entities: HS Investments IV Ltd, HS Investments IV C L.P., and Hedosophia Partners IV GP Limited. The filing shows these institutional investors each now hold 5 percent or less of this share class.
HS Investments IV Ltd reports beneficial ownership of 15,060,036 shares, or 3.60% of the class, all with shared voting and dispositive power. HS Investments IV C L.P. reports 7,810,349 shares, or 1.87%, and Hedosophia Partners IV GP Limited reports 6,315,940 shares, or 3.38%, each also with only shared voting and dispositive power.
The board members of Hedosophia Partners IV GP Limited expressly disclaim beneficial ownership of its portfolio securities, and each reporting entity disclaims beneficial ownership of shares held by the others.
Hillhouse Investment Management, Ltd. filed an amended Schedule 13G reporting beneficial ownership of 5,974,604 Class A Ordinary Shares of Webull Corp, representing 1.4% of the class. This percentage is based on 417,957,827 Class A shares outstanding as of September 30, 2025, as referenced from a company prospectus.
The shares are held through WBL Holding L.P. and WBL2 Holdings Limited, which are wholly owned by Hillhouse Focused Fund Growth V, L.P., for which Hillhouse acts as sole management company. Hillhouse reports sole voting and dispositive power over all 5,974,604 shares and confirms ownership of 5 percent or less of the class.
Hillhouse Investment Management, Ltd. filed an amended Schedule 13G reporting beneficial ownership of 5,974,604 Class A Ordinary Shares of Webull Corp, representing 1.4% of the class. This percentage is based on 417,957,827 Class A shares outstanding as of September 30, 2025, as referenced from a company prospectus.
The shares are held through WBL Holding L.P. and WBL2 Holdings Limited, which are wholly owned by Hillhouse Focused Fund Growth V, L.P., for which Hillhouse acts as sole management company. Hillhouse reports sole voting and dispositive power over all 5,974,604 shares and confirms ownership of 5 percent or less of the class.
Webull Corp received an updated ownership report showing several China-based Bojiang-affiliated investment entities and individual Tian Luo as significant holders of its Class A ordinary shares. The event date triggering the filing is December 31, 2025.
Lishui Bojiang Chuangfu 2nd Equity Investment Partnership and Anji Boye Investment Partnership each report beneficial ownership of 8,258,961 Class A shares, or 2.0% of the class. Changxing Boyi Equity Investment Fund Management Centre reports 5,345,649 shares, or 1.3%.
Through their roles as general partner and controlling owner of these funds, Shanghai Bojiang Investment Management Co., Ltd., Bojiang Group Co., Ltd. and Tian Luo each report indirect beneficial ownership of 21,863,571 Class A shares, representing 5.2% of the outstanding class, based on 417,957,827 Class A shares outstanding as of September 30, 2025. The reporting persons state they expressly disclaim status as a group for this amendment.
Webull Corp received an updated ownership report showing several China-based Bojiang-affiliated investment entities and individual Tian Luo as significant holders of its Class A ordinary shares. The event date triggering the filing is December 31, 2025.
Lishui Bojiang Chuangfu 2nd Equity Investment Partnership and Anji Boye Investment Partnership each report beneficial ownership of 8,258,961 Class A shares, or 2.0% of the class. Changxing Boyi Equity Investment Fund Management Centre reports 5,345,649 shares, or 1.3%.
Through their roles as general partner and controlling owner of these funds, Shanghai Bojiang Investment Management Co., Ltd., Bojiang Group Co., Ltd. and Tian Luo each report indirect beneficial ownership of 21,863,571 Class A shares, representing 5.2% of the outstanding class, based on 417,957,827 Class A shares outstanding as of September 30, 2025. The reporting persons state they expressly disclaim status as a group for this amendment.
Anquan Wang reports a 19.1% beneficial stake in Webull Corp’s Class A ordinary shares on an amended Schedule 13G. The filing shows beneficial ownership of 96,218,814 Class A shares, combining directly held stock, Class B shares convertible into Class A, and shares subject to a proxy agreement.
The position includes 2,301,374 Class A shares held via Webull Partners Limited, 83,859,005 Class B shares held through Water Castle Az Inc. (with voting power retained by Pozijie Inc., wholly owned by Wang), and voting control over 10,058,435 Class A shares under an August 15, 2025 proxy agreement. Voting rights under the proxy are structured so that any acquisition of voting power does not exceed a two percent limitation in any twelve-month period.
Anquan Wang reports a 19.1% beneficial stake in Webull Corp’s Class A ordinary shares on an amended Schedule 13G. The filing shows beneficial ownership of 96,218,814 Class A shares, combining directly held stock, Class B shares convertible into Class A, and shares subject to a proxy agreement.
The position includes 2,301,374 Class A shares held via Webull Partners Limited, 83,859,005 Class B shares held through Water Castle Az Inc. (with voting power retained by Pozijie Inc., wholly owned by Wang), and voting control over 10,058,435 Class A shares under an August 15, 2025 proxy agreement. Voting rights under the proxy are structured so that any acquisition of voting power does not exceed a two percent limitation in any twelve-month period.
Webull Corp received a Schedule 13G reporting that investment entities affiliated with PEAK6, along with founders Matthew Hulsizer and Jennifer Just, beneficially own a significant minority stake in the company’s Class A ordinary shares as of 12/31/2025.
PEAK6 Capital Management LLC, PEAK6 LLC, PEAK6 Investments LLC and PEAK6 Group LLC each report beneficial ownership of 27,183,470 Class A shares, representing 6.5% of the class, with shared voting and dispositive power. PEAK6 Foundation separately reports 1,000,000 shares, or 0.2% of the class, also on a shared basis.
Individually, Matthew Hulsizer and Jennifer Just each report beneficial ownership of 28,183,470 Class A shares, equal to 6.7% of the class, all with shared voting and dispositive power. The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Webull Corp.
Webull Corp received a Schedule 13G reporting that investment entities affiliated with PEAK6, along with founders Matthew Hulsizer and Jennifer Just, beneficially own a significant minority stake in the company’s Class A ordinary shares as of 12/31/2025.
PEAK6 Capital Management LLC, PEAK6 LLC, PEAK6 Investments LLC and PEAK6 Group LLC each report beneficial ownership of 27,183,470 Class A shares, representing 6.5% of the class, with shared voting and dispositive power. PEAK6 Foundation separately reports 1,000,000 shares, or 0.2% of the class, also on a shared basis.
Individually, Matthew Hulsizer and Jennifer Just each report beneficial ownership of 28,183,470 Class A shares, equal to 6.7% of the class, all with shared voting and dispositive power. The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Webull Corp.
Webull Corp received an amended Schedule 13G showing that several PEAK6-affiliated entities and individuals collectively report a significant minority stake in its Class A common stock.
PEAK6 LLC, PEAK6 Investments LLC, PEAK6 Group LLC and PEAK6 Capital Management LLC each report beneficial ownership of 27,183,470 shares, representing 6.5% of the Class A shares. PEAK6 Foundation separately reports 1,000,000 shares, or 0.2% of the class.
Individually, Matthew Hulsizer and Jennifer Just each report beneficial ownership of 28,183,470 shares, equal to 6.7% of Webull’s Class A common stock as of June 30, 2025. The filing explains that PEAK6 Capital Management is majority owned through a chain of PEAK6 entities, with Hulsizer and Just as the majority ultimate beneficial owners.
Webull Corp received an amended Schedule 13G showing that several PEAK6-affiliated entities and individuals collectively report a significant minority stake in its Class A common stock.
PEAK6 LLC, PEAK6 Investments LLC, PEAK6 Group LLC and PEAK6 Capital Management LLC each report beneficial ownership of 27,183,470 shares, representing 6.5% of the Class A shares. PEAK6 Foundation separately reports 1,000,000 shares, or 0.2% of the class.
Individually, Matthew Hulsizer and Jennifer Just each report beneficial ownership of 28,183,470 shares, equal to 6.7% of Webull’s Class A common stock as of June 30, 2025. The filing explains that PEAK6 Capital Management is majority owned through a chain of PEAK6 entities, with Hulsizer and Just as the majority ultimate beneficial owners.