Wealth Effects’s Trade Desk TTD Stock Holding History

Wealth Effects’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	–	Sell	-28,850	Closed	-$1.1M	–	251
2025 Q4	$1.1M	Sell	28,850 -33,527	-54%	-$1.49M	0.34%	53
2025 Q3	$3.06M	Sell	62,377 -1,350	-2%	-$85.7K	0.98%	16
2025 Q2	$4.59M	Sell	63,727 -1,015	-2%	-$64.8K	1.72%	10
2025 Q1	$3.54M	Buy	64,742 +6,684	+12%	+$605K	1.49%	10
2024 Q4	$6.82M	Buy	58,058 +120	+0.2%	+$14.8K	2.42%	9
2024 Q3	$6.35M	Buy	57,938 +425	+0.7%	+$42.4K	2.23%	9
2024 Q2	$5.62M	Buy	57,513 +1,075	+2%	+$97K	2.04%	10
2024 Q1	$4.93M	Sell	56,438 -280	-0.5%	-$21.2K	1.82%	10
2023 Q4	$4.08M	Buy	56,718 +6,373	+13%	+$468K	1.53%	12
2023 Q3	$3.93M	Buy	50,345 +3,075	+7%	+$249K	1.94%	11
2023 Q2	$3.65M	Sell	47,270 -2,025	-4%	-$137K	1.61%	10
2023 Q1	$3M	Sell	49,295 -40	-0.1%	-$2.13K	1.54%	11
2022 Q4	$2.21M	Sell	49,335 -5,070	-9%	-$257K	1.26%	14
2022 Q3	$3.25M	Buy	54,405 +530	+1%	+$30.2K	1.99%	9
2022 Q2	$2.26M	Sell	53,875 -4,950	-8%	-$271K	1.36%	14
2022 Q1	$4.07M	Sell	58,825 -2,225	-4%	-$161K	1.9%	11
2021 Q4	$5.59M	Buy	+61,050	New	+$5.35M	2.32%	8

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments

Two Sigma Investments New York $121B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return