WWA
CRCL

WCG Wealth Advisors’s Circle Internet Group CRCL Stock Holding History

WCG Wealth Advisors’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.21M Buy
67,285
+55,187
+456% +$5.37M 0.1% 191
2026
Q1 		$1.15M Buy
+12,098
New +$1.03M 0.03% 355

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCG Wealth Advisors's CRCL Position: Q2 2026 in Review

WCG Wealth Advisors increased its Circle Internet Group (CRCL) stake by 456% in Q2 2026, buying an estimated $5.37M and bringing the position to 67,285 shares worth $4.21M. The position accounts for 0.1% of the portfolio, ranked #191.

WCG Wealth Advisors first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • WCG Wealth Advisors held 67,285 shares of Circle Internet Group worth $4.21M as of Q2 2026.
  • WCG Wealth Advisors bought 55,187 Circle Internet Group shares in Q2 2026, an estimated $5.37M.
  • Circle Internet Group made up 0.1% of WCG Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • WCG Wealth Advisors first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.