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WCG Wealth Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

WCG Wealth Advisors’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.5M Sell
792,172
-166,062
-17% -$11M 1.29% 12
2026
Q1 		$57.1M Sell
958,234
-3,472
-0.4% -$217K 1.6% 8
2025
Q4 		$60.1M Buy
961,706
+716,875
+293% +$44M 1.68% 10
2025
Q3 		$14.7M Sell
244,831
-306,455
-56% -$17.6M 0.92% 27
2025
Q2 		$30.5M Buy
551,286
+181,689
+49% +$9.29M 1.97% 8
2025
Q1 		$18.6M Sell
369,597
-78,886
-18% -$4.18M 1.42% 18
2024
Q4 		$23.9M Sell
448,483
-5,332
-1% -$287K 1.58% 14
2024
Q3 		$23.9M Sell
453,815
-85,561
-16% -$4.35M 1.61% 12
2024
Q2 		$27M Sell
539,376
-421,574
-44% -$20.2M 2% 11
2024
Q1 		$46M Sell
960,950
-128,118
-12% -$5.83M 3.84% 1
2023
Q4 		$47.4M Sell
1,089,068
-230,135
-17% -$9.42M 3.48% 1
2023
Q3 		$53.2M Buy
1,319,203
+129,301
+11% +$5.27M 3.9% 1
2023
Q2 		$48.2M Buy
1,189,902
+39,005
+3% +$1.5M 5.64% 1
2023
Q1 		$42.8M Buy
1,150,897
+312
+0% +$11.3K 5.48% 1
2022
Q4 		$39.8M Buy
1,150,585
+117,589
+11% +$4.09M 5.46% 1
2022
Q3 		$35.9M Sell
1,032,996
-36,552
-3% -$1.31M 4.75% 1
2022
Q2 		$36.5M Buy
+1,069,548
New +$39.6M 5.07% 1

Other funds holding SNPE

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

WCG Wealth Advisors reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 17% in Q2 2026, selling an estimated $11M and leaving 792,172 shares worth $54.5M. The position accounts for 1.29% of the portfolio, ranked #12.

WCG Wealth Advisors first reported a position in SNPE in Q2 2022 and has held it in 17 quarters since. The position peaked at $60.1M in Q4 2025. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • WCG Wealth Advisors held 792,172 shares of Xtrackers S&P 500 ESG ETF worth $54.5M as of Q2 2026.
  • WCG Wealth Advisors sold 166,062 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $11M.
  • Xtrackers S&P 500 ESG ETF made up 1.29% of WCG Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • WCG Wealth Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's Xtrackers S&P 500 ESG ETF position peaked at $60.1M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

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