UBS Group
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UBS Group’s AXS Esoterica NextG Economy ETF WUGI Stock Holding History

UBS Group’s Portfolio WUGI Stock Details WUGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Buy
+143
New +$11.8K ﹤0.01% 8376
2025
Q2 		– Sell
-90
Closed -$5.9K – 10888
2025
Q1 		$5.9K Sell
90
-1,076
-92% -$78.8K ﹤0.01% 8951
2024
Q4 		$84.5K Buy
1,166
+1,059
+990% +$78.9K ﹤0.01% 6977
2024
Q3 		$7.55K Buy
107
+97
+970% +$6.54K ﹤0.01% 7895
2024
Q2 		$696 Sell
10
-32
-76% -$2.04K ﹤0.01% 8817
2024
Q1 		$2.6K Sell
42
-1,401
-97% -$80.9K ﹤0.01% 7866
2023
Q4 		$74K Sell
1,443
-454
-24% -$21.3K ﹤0.01% 6354
2023
Q3 		$84.5K Buy
+1,897
New +$88.9K ﹤0.01% 5944
2023
Q2 		– Sell
-449
Closed -$17.7K – 9735
2023
Q1 		$17.7K Sell
449
-551
-55% -$19.9K ﹤0.01% 7169
2022
Q4 		$31.8K Buy
+1,000
New +$33.3K ﹤0.01% 7180
2022
Q3 		– Sell
-35
Closed -$1K – 10995
2022
Q2 		$1K Sell
35
-1,286
-97% -$54.7K ﹤0.01% 9979
2022
Q1 		$68K Sell
1,321
-960
-42% -$51.1K ﹤0.01% 6207
2021
Q4 		$144K Buy
2,281
+413
+22% +$26.2K ﹤0.01% 5963
2021
Q3 		$107K Buy
1,868
+712
+62% +$41.2K ﹤0.01% 5784
2021
Q2 		$67K Sell
1,156
-823
-42% -$43.3K ﹤0.01% 6174
2021
Q1 		$100K Buy
+1,979
New +$107K ﹤0.01% 5967
2020
Q4 		– Sell
-3,608
Closed -$156K – 8815
2020
Q3 		$156K Buy
+3,608
New +$147K ﹤0.01% 4935

Other funds holding WUGI

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

UBS Group's WUGI Position: Q2 2026 in Review

UBS Group opened a new position in AXS Esoterica NextG Economy ETF (WUGI) in Q2 2026: 143 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #8376 among its holdings. This is a return to the name: UBS Group previously reported a position in WUGI as recently as Q1 2025.

UBS Group first reported a position in WUGI in Q3 2020 and has held it in 17 quarters since. The position peaked at $156K in Q3 2020. 6 funds tracked by Wall St. Rank hold WUGI as of Q2 2026.

  • UBS Group held 143 shares of AXS Esoterica NextG Economy ETF worth $13.8K as of Q2 2026.
  • AXS Esoterica NextG Economy ETF was a new UBS Group position in Q2 2026.
  • AXS Esoterica NextG Economy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8376 holding.
  • UBS Group first reported a position in AXS Esoterica NextG Economy ETF in Q3 2020 and has held it in 17 quarters since.
  • UBS Group's AXS Esoterica NextG Economy ETF position peaked at $156K in Q3 2020.
  • 6 funds tracked by Wall St. Rank held AXS Esoterica NextG Economy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.