WWA
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WCG Wealth Advisors’s Trade Desk TTD Stock Holding History

WCG Wealth Advisors’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$676K Sell
29,790
-455
-2% -$13.1K 0.02% 427
2025
Q4 		$1.15M Buy
+30,245
New +$1.34M 0.03% 343

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

WCG Wealth Advisors reduced its Trade Desk (TTD) stake by 1.5% in Q1 2026, selling an estimated $13.1K and leaving 29,790 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #427.

WCG Wealth Advisors first reported a position in TTD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.15M in Q4 2025. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • WCG Wealth Advisors held 29,790 shares of Trade Desk worth $676K as of Q1 2026.
  • WCG Wealth Advisors sold 455 Trade Desk shares in Q1 2026, an estimated $13.1K.
  • Trade Desk made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #427 holding.
  • WCG Wealth Advisors first reported a position in Trade Desk in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Trade Desk position peaked at $1.15M in Q4 2025.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

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