WWA
DXYZ

WCG Wealth Advisors’s Destiny Tech100 DXYZ Stock Holding History

WCG Wealth 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
2026
Q1 		$419K Buy
+15,660
New +$452K 0.01% 477

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

WCG Wealth Advisors's DXYZ Position: Q1 2026 in Review

WCG Wealth Advisors opened a new position in Destiny Tech100 (DXYZ) in Q1 2026: 15,660 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #477 among its holdings.

131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • WCG Wealth Advisors held 15,660 shares of Destiny Tech100 worth $419K as of Q1 2026.
  • Destiny Tech100 was a new WCG Wealth Advisors position in Q1 2026.
  • Destiny Tech100 made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #477 holding.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.