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 Q2	–	Sell	-15,660	Closed	-$419K	–	587
2026 Q1	$419K	Buy	+15,660	New	+$452K	0.01%	477

Other funds holding DXYZ

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

WCG Wealth Advisors sold out of Destiny Tech100 (DXYZ) in Q2 2026, closing a stake of 15,660 shares — an estimated $419K sold.

WCG Wealth Advisors first reported a position in DXYZ in Q1 2026 and held it in 1 quarter. The position peaked at $419K in Q1 2026. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

WCG Wealth Advisors reported no remaining Destiny Tech100 position as of Q2 2026 after selling out during the quarter.
WCG Wealth Advisors sold 15,660 Destiny Tech100 shares in Q2 2026, an estimated $419K.
WCG Wealth Advisors first reported a position in Destiny Tech100 in Q1 2026 and held it in 1 quarter.
WCG Wealth Advisors's Destiny Tech100 position peaked at $419K in Q1 2026.
153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

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