AWA
YRD

Arete Wealth Advisors’s Yiren Digital YRD Stock Holding History

Arete Wealth Advisors’s Portfolio YRD Stock Details YRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,000
Closed -$37K – 765
2025
Q4 		$37K Buy
+10,000
New +$51.1K ﹤0.01% 756

Other funds holding YRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arete Wealth Advisors's YRD Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Yiren Digital (YRD) in Q1 2026, closing a stake of 10,000 shares — an estimated $37K sold.

Arete Wealth Advisors first reported a position in YRD in Q4 2025 and held it in 1 quarter. The position peaked at $37K in Q4 2025. 22 funds tracked by Wall St. Rank hold YRD as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Yiren Digital position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,000 Yiren Digital shares in Q1 2026, an estimated $37K.
  • Arete Wealth Advisors first reported a position in Yiren Digital in Q4 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Yiren Digital position peaked at $37K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Yiren Digital as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.