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Wealthspire Advisors (New York)’s dLocal DLO Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,640
Closed -$52K – 1502
2025
Q3 		$52K Buy
+3,640
New +$46.3K ﹤0.01% 1236

Other funds holding DLO

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cria Inc New York $138M AUM
RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Wealthspire Advisors (New York)'s DLO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of dLocal (DLO) in Q4 2025, closing a stake of 3,640 shares — an estimated $52K sold.

Wealthspire Advisors (New York) first reported a position in DLO in Q3 2025 and held it in 1 quarter. The position peaked at $52K in Q3 2025. 151 funds tracked by Wall St. Rank hold DLO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining dLocal position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,640 dLocal shares in Q4 2025, an estimated $52K.
  • Wealthspire Advisors (New York) first reported a position in dLocal in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s dLocal position peaked at $52K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held dLocal as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.