Virtu Financial, Inc.

• E7 East 72 Quarterly Report #13: Period to 31 March 2026 ↗ Dynasty Trust sold Carlyle, Vivendi, Nelnet and other lower-conviction holdings while increasing favored positions and retaining modest cash. It argues that HAL Trust remains materially discounted to asset value, sees potential catalysts at Odet and Bolloré, and makes a detailed case for Virtu Financial’s capital-retention pivot amid expanding market activity. Period to 31 March 2026 VIRT $13B45 BOIVF $12B +3
• AP Artisan Partners Artisan Small Cap Fund Quarterly Commentary ↗ Artisan Small Cap Fund trimmed Twist Bioscience, MACOM Technology Solutions and Modine after appreciation, while reducing Installed Building Products and Ascendis Pharma as their profit cycles faced setbacks. The team initiated Virtu Financial, Murphy USA and USA Rare Earth, and shifted software underweight as AI alters competitive dynamics and monetization prospects. Q2 2026 ASND $18BCIGI $4.6BFLEX $28B +11
• E7 East 72 Quarterly Report #14: Period to 30 June 2026 ↗ Dynasty Trust added Wise Group after its post-listing selloff, arguing that its cross-border payments model, customer-balance growth and bank-disintermediation potential are underappreciated. The portfolio retains travel exposures and presents EVT Limited as an asset-rich hotel, cinema, property and ski-resort business whose hotel platform is central to closing its valuation discount. PERIOD TO 30 JUNE 2026 AVOL $8.2BWSE $11B

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