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WCG Wealth Advisors’s Clear Secure YOU Stock Holding History

WCG Wealth Advisors’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Buy
45,869
+13,635
+42% +$746K 0.06% 271
2026
Q1 		$1.56M Sell
32,234
-4,645
-13% -$185K 0.04% 303
2025
Q4 		$1.29M Buy
36,879
+18,336
+99% +$624K 0.04% 325
2025
Q3 		$619K Sell
18,543
-2,765
-13% -$91.7K 0.04% 275
2025
Q2 		$592K Buy
21,308
+5,749
+37% +$146K 0.04% 273
2025
Q1 		$403K Buy
15,559
+1,588
+11% +$39.5K 0.03% 251
2024
Q4 		$372K Buy
13,971
+1,609
+13% +$48.6K 0.02% 281
2024
Q3 		$410K Buy
+12,362
New +$319K 0.03% 284

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WCG Wealth Advisors increased its Clear Secure (YOU) stake by 42% in Q2 2026, buying an estimated $746K and bringing the position to 45,869 shares worth $2.56M. The position accounts for 0.06% of the portfolio, ranked #271.

WCG Wealth Advisors first reported a position in YOU in Q3 2024 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • WCG Wealth Advisors held 45,869 shares of Clear Secure worth $2.56M as of Q2 2026.
  • WCG Wealth Advisors bought 13,635 Clear Secure shares in Q2 2026, an estimated $746K.
  • Clear Secure made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #271 holding.
  • WCG Wealth Advisors first reported a position in Clear Secure in Q3 2024 and has held it in 8 quarters since.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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