Wolfe Research, LLC and Citadel Securities’ Strategic Partnership combines the strengths of both firms to transform the equity trading experience for institutional clients.
Announced in October 2026, the partnership gives clients access to Citadel Securities’ seamless execution, deep liquidity, and competitive pricing, alongside an array of agency execution services and integrated front-to-back execution capabilities. Together, we are focused on delivering greater efficiency, transparency, and value to our clients.
As a leading market maker, Citadel Securities is a trusted source of liquidity in both tranquil and turbulent markets. Like Wolfe, Citadel Securities has an exceptional track record of driving excellence through a relentless focus on continuous improvement, operational efficiency, and raising the standard for the industry.
Clients continue to seek a simpler way to seamlessly access and pay for Wolfe’s differentiated fundamental equity, quantitative, and macro research services – they can now do so through our industry-leading execution partner making for a more streamlined experience.
For more information on Citadel Securities, please visit https://www.citadelsecurities.com/
To connect with Wolfe Research on these offerings, please contact execution@wolferesearch.com.
Disclosures
WR Securities, LLC (FINRA CRD: 151850) is the affiliated broker dealer of Wolfe Research, LLC.
Disclosure of Routing
SEC Rule 606 requires broker-dealers that route customer orders in equities and option securities to publish reports that provide an overview of their routing practices. Specifically, Rule 606(b)(3) allows our customers to request a report which indicates the execution venues to which their individual “not held” orders were routed for the prior six months. This report will be provided to our customers at no charge to them.
If you are a customer of Wolfe Research Securities and would like to receive a copy of your 606(a)3 report, please send a request to Compliance@WolfeResearch.com.
Trade Confirmation Information
For Wolfe Research Securities’ full trade confirmation details, see TRADE Confirmation Backer.