CWIG
DXYZ

Chung Wu Investment Group’s Destiny Tech100 DXYZ Stock Holding History

Chung Wu Investment Group’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.3K Buy
+3,000
New +$86.6K 0.07% 114

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Chung Wu Investment Group's DXYZ Position: Q1 2026 in Review

Chung Wu Investment Group opened a new position in Destiny Tech100 (DXYZ) in Q1 2026: 3,000 shares worth $80.3K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings.

131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Chung Wu Investment Group held 3,000 shares of Destiny Tech100 worth $80.3K as of Q1 2026.
  • Destiny Tech100 was a new Chung Wu Investment Group position in Q1 2026.
  • Destiny Tech100 made up 0.07% of Chung Wu Investment Group's portfolio in Q1 2026, its #114 holding.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.