WCFA
DXYZ

Walkner Condon Financial Advisors’s Destiny Tech100 DXYZ Stock Holding History

Walkner Condon Financial Advisors’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
2025
Q3 		– Sell
-6,200
Closed -$236K – 312
2025
Q2 		$236K Hold
6,200
– – 0.04% 250
2025
Q1 		$219K Sell
6,200
-6,300
-50% -$298K 0.04% 252
2024
Q4 		$736K Buy
+12,500
New +$427K 0.15% 114

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KAS
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Osaic Holdings
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Invesco
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UBS Group
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GWMR
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Stifel Financial
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Walkner Condon Financial Advisors's DXYZ Position: Q3 2025 in Review

Walkner Condon Financial Advisors sold out of Destiny Tech100 (DXYZ) in Q3 2025, closing a stake of 6,200 shares — an estimated $236K sold.

Walkner Condon Financial Advisors first reported a position in DXYZ in Q4 2024 and held it in 3 quarters. The position peaked at $736K in Q4 2024. 40 funds tracked by Wall St. Rank hold DXYZ as of Q3 2025.

  • Walkner Condon Financial Advisors reported no remaining Destiny Tech100 position as of Q3 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 6,200 Destiny Tech100 shares in Q3 2025, an estimated $236K.
  • Walkner Condon Financial Advisors first reported a position in Destiny Tech100 in Q4 2024 and held it in 3 quarters.
  • Walkner Condon Financial Advisors's Destiny Tech100 position peaked at $736K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.