Jeff Yass’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.52M | Buy |
27,366
+18,549
| +210% | +$1.03M | ﹤0.01% | 7126 |
|
|
2026
Q1 | $476K | Sell |
8,817
-12,496
| -59% | -$694K | ﹤0.01% | 9809 |
|
|
2025
Q4 | $1.15M | Buy |
+21,313
| New | +$1.15M | ﹤0.01% | 6862 |
|
|
2025
Q3 | – | Sell |
-42,689
| Closed | -$2.25M | – | 14094 |
|
|
2025
Q2 | $2.25M | Buy |
42,689
+3,573
| +9% | +$182K | ﹤0.01% | 5548 |
|
|
2025
Q1 | $2.02M | Buy |
39,116
+32,214
| +467% | +$1.66M | ﹤0.01% | 5514 |
|
|
2024
Q4 | $350K | Sell |
6,902
-11,663
| -63% | -$602K | ﹤0.01% | 9488 |
|
|
2024
Q3 | $935K | Sell |
18,565
-7,172
| -28% | -$347K | ﹤0.01% | 6939 |
|
|
2024
Q2 | $1.21M | Buy |
25,737
+19,117
| +289% | +$886K | ﹤0.01% | 6129 |
|
|
2024
Q1 | $313K | Sell |
6,620
-20,414
| -76% | -$927K | ﹤0.01% | 9619 |
|
|
2023
Q4 | $1.2M | Buy |
27,034
+15,656
| +138% | +$655K | ﹤0.01% | 6541 |
|
|
2023
Q3 | $459K | Sell |
11,378
-6,219
| -35% | -$262K | ﹤0.01% | 8434 |
|
|
2023
Q2 | $745K | Sell |
17,597
-11,458
| -39% | -$466K | ﹤0.01% | 7372 |
|
|
2023
Q1 | $1.15M | Sell |
29,055
-15,165
| -34% | -$599K | ﹤0.01% | 6440 |
|
|
2022
Q4 | $1.73M | Buy |
44,220
+21,356
| +93% | +$818K | ﹤0.01% | 4997 |
|
|
2022
Q3 | $791K | Buy |
+22,864
| New | +$882K | ﹤0.01% | 7260 |
|
|
2022
Q2 | – | Sell |
-49,831
| Closed | -$2.11M | – | 14091 |
|
|
2022
Q1 | $2.11M | Buy |
49,831
+35,375
| +245% | +$1.48M | ﹤0.01% | 5361 |
|
|
2021
Q4 | $633K | Buy |
+14,456
| New | +$607K | ﹤0.01% | 8517 |
|
|
2021
Q3 | – | Sell |
-46,703
| Closed | -$1.86M | – | 13709 |
|
|
2021
Q2 | $1.86M | Buy |
46,703
+10,329
| +28% | +$409K | ﹤0.01% | 6081 |
|
|
2021
Q1 | $1.37M | Sell |
36,374
-667
| -2% | -$24.2K | ﹤0.01% | 6910 |
|
|
2020
Q4 | $1.33M | Buy |
+37,041
| New | +$1.27M | ﹤0.01% | 6011 |
|
|
2020
Q3 | – | Sell |
-41,487
| Closed | -$1.25M | – | 11245 |
|
|
2020
Q2 | $1.25M | Buy |
41,487
+21,746
| +110% | +$631K | ﹤0.01% | 5418 |
|
|
2020
Q1 | $518K | Buy |
19,741
+9,283
| +89% | +$284K | ﹤0.01% | 6864 |
|
|
2019
Q4 | $345K | Sell |
10,458
-10,508
| -50% | -$335K | ﹤0.01% | 7745 |
|
|
2019
Q3 | $657K | Buy |
+20,966
| New | +$649K | ﹤0.01% | 6667 |
|
|
2019
Q2 | – | Sell |
-10,521
| Closed | -$307K | – | 10933 |
|
|
2019
Q1 | $307K | Sell |
10,521
-18,228
| -63% | -$503K | ﹤0.01% | 7173 |
|
|
2018
Q4 | $747K | Sell |
28,749
-6,663
| -19% | -$184K | ﹤0.01% | 5258 |
|
|
2018
Q3 | $1.02M | Sell |
35,412
-4,354
| -11% | -$125K | ﹤0.01% | 5164 |
|
|
2018
Q2 | $1.09M | Sell |
39,766
-6,389
| -14% | -$176K | ﹤0.01% | 5164 |
|
|
2018
Q1 | $1.24M | Buy |
+46,155
| New | +$1.29M | ﹤0.01% | 4806 |
|
Other funds holding YLDE
SRWM
PAG
TPCW
Jeff Yass's YLDE Position: Q2 2026 in Review
Jeff Yass increased its ClearBridge Dividend Strategy ESG ETF (YLDE) stake by 210% in Q2 2026, buying an estimated $1.03M and bringing the position to 27,366 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #7126.
Jeff Yass first reported a position in YLDE in Q1 2018 and has held it in 29 quarters since. The position peaked at $2.25M in Q2 2025. 46 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.
- Jeff Yass held 27,366 shares of ClearBridge Dividend Strategy ESG ETF worth $1.52M as of Q2 2026.
- Jeff Yass bought 18,549 ClearBridge Dividend Strategy ESG ETF shares in Q2 2026, an estimated $1.03M.
- ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7126 holding.
- Jeff Yass first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2018 and has held it in 29 quarters since.
- Jeff Yass's ClearBridge Dividend Strategy ESG ETF position peaked at $2.25M in Q2 2025.
- 46 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.