Jeff Yass’s TCW Transform Systems ETF PWRD Stock Holding History

Jeff Yass’s Portfolio PWRD Stock Details PWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,977	Closed	-$487K	–	14844
2026 Q1	$487K	Sell	4,977 -10,110	-67%	-$1.03M	﹤0.01%	9744
2025 Q4	$1.45M	Sell	15,087 -42,067	-74%	-$4.13M	﹤0.01%	6332
2025 Q3	$5.58M	Buy	57,154 +50,127	+713%	+$4.66M	﹤0.01%	3898
2025 Q2	$634K	Buy	+7,027	New	+$542K	﹤0.01%	8615
2024 Q3	–	Sell	-4,685	Closed	-$320K	–	13256
2024 Q2	$320K	Sell	4,685 -1,163	-20%	-$80.3K	﹤0.01%	9307
2024 Q1	$400K	Buy	+5,848	New	+$359K	﹤0.01%	9032
2023 Q4	–	Sell	-5,985	Closed	-$306K	–	13464
2023 Q3	$306K	Sell	5,985 -815	-12%	-$42.9K	﹤0.01%	9301
2023 Q2	$356K	Buy	+6,800	New	+$338K	﹤0.01%	9090

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jeff Yass's PWRD Position: Q2 2026 in Review

Jeff Yass sold out of TCW Transform Systems ETF (PWRD) in Q2 2026, closing a stake of 4,977 shares — an estimated $487K sold.

Jeff Yass first reported a position in PWRD in Q2 2023 and held it in 8 quarters. The position peaked at $5.58M in Q3 2025. 141 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Jeff Yass reported no remaining TCW Transform Systems ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 4,977 TCW Transform Systems ETF shares in Q2 2026, an estimated $487K.
Jeff Yass first reported a position in TCW Transform Systems ETF in Q2 2023 and held it in 8 quarters.
Jeff Yass's TCW Transform Systems ETF position peaked at $5.58M in Q3 2025.
141 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.