WBI Investments’s Nu Holdings NU Stock Holding History

WBI Investments’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30,295	Closed	-$507K	–	372
2025 Q4	$507K	Buy	+30,295	New	+$487K	0.13%	201

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WBI Investments's NU Position: Q1 2026 in Review

WBI Investments sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 30,295 shares — an estimated $507K sold.

WBI Investments first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $507K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

WBI Investments reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 30,295 Nu Holdings shares in Q1 2026, an estimated $507K.
WBI Investments first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
WBI Investments's Nu Holdings position peaked at $507K in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.