WWA
TTD icon

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
Q2 		$374K Sell
20,689
-9,101
-31% -$193K 0.01% 518
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

WCG Wealth Advisors reduced its Trade Desk (TTD) stake by 31% in Q2 2026, selling an estimated $193K and leaving 20,689 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #518.

WCG Wealth Advisors first reported a position in TTD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • WCG Wealth Advisors held 20,689 shares of Trade Desk worth $374K as of Q2 2026.
  • WCG Wealth Advisors sold 9,101 Trade Desk shares in Q2 2026, an estimated $193K.
  • Trade Desk made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #518 holding.
  • WCG Wealth Advisors first reported a position in Trade Desk in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's Trade Desk position peaked at $1.15M in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

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