LPL Financial
WFH

LPL Financial’s Direxion Work From Home ETF WFH Stock Holding History

LPL Financial’s Portfolio WFH Stock Details WFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,952
Closed -$204K – 6005
2025
Q2 		$204K Sell
2,952
-1,015
-26% -$62.8K ﹤0.01% 5077
2025
Q1 		$227K Sell
3,967
-300
-7% -$19.6K ﹤0.01% 4775
2024
Q4 		$274K Sell
4,267
-117
-3% -$7.37K ﹤0.01% 4606
2024
Q3 		$256K Sell
4,384
-735
-14% -$40.7K ﹤0.01% 4555
2024
Q2 		$282K Sell
5,119
-390
-7% -$21.2K ﹤0.01% 4325
2024
Q1 		$312K Sell
5,509
-878
-14% -$49.2K ﹤0.01% 4164
2023
Q4 		$348K Sell
6,387
-1,144
-15% -$56.4K ﹤0.01% 3975
2023
Q3 		$358K Sell
7,531
-641
-8% -$31.8K ﹤0.01% 3764
2023
Q2 		$403K Sell
8,172
-282
-3% -$12.8K ﹤0.01% 3624
2023
Q1 		$386K Sell
8,454
-2,469
-23% -$109K ﹤0.01% 3541
2022
Q4 		$442K Sell
10,923
-1,349
-11% -$56.7K ﹤0.01% 3368
2022
Q3 		$520K Sell
12,272
-1,133
-8% -$54.7K ﹤0.01% 3118
2022
Q2 		$636K Sell
13,405
-2,012
-13% -$109K ﹤0.01% 2987
2022
Q1 		$1.01M Sell
15,417
-2,907
-16% -$191K ﹤0.01% 2609
2021
Q4 		$1.36M Buy
18,324
+534
+3% +$40.5K ﹤0.01% 2405
2021
Q3 		$1.32M Sell
17,790
-5
-0% -$382 ﹤0.01% 2398
2021
Q2 		$1.35M Buy
17,795
+400
+2% +$28.7K ﹤0.01% 2321
2021
Q1 		$1.19M Buy
17,395
+414
+2% +$29K ﹤0.01% 2244
2020
Q4 		$1.15M Buy
+16,981
New +$1.02M ﹤0.01% 2075

Other funds holding WFH

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial's WFH Position: Q3 2025 in Review

LPL Financial sold out of Direxion Work From Home ETF (WFH) in Q3 2025, closing a stake of 2,952 shares — an estimated $204K sold.

LPL Financial first reported a position in WFH in Q4 2020 and held it in 19 quarters. The position peaked at $1.36M in Q4 2021. 16 funds tracked by Wall St. Rank hold WFH as of Q3 2025.

  • LPL Financial reported no remaining Direxion Work From Home ETF position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 2,952 Direxion Work From Home ETF shares in Q3 2025, an estimated $204K.
  • LPL Financial first reported a position in Direxion Work From Home ETF in Q4 2020 and held it in 19 quarters.
  • LPL Financial's Direxion Work From Home ETF position peaked at $1.36M in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.