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Wealthspire Advisors (New York)’s Duluth Holdings DLTH Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DLTH Stock Details DLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-172
Closed -$673 – 1503
2025
Q3 		$673 Buy
+172
New +$460 ﹤0.01% 2795

Other funds holding DLTH

MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Duluth Holdings (DLTH) in Q4 2025, closing a stake of 172 shares — an estimated $673 sold.

Wealthspire Advisors (New York) first reported a position in DLTH in Q3 2025 and held it in 1 quarter. The position peaked at $673 in Q3 2025. 54 funds tracked by Wall St. Rank hold DLTH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Duluth Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 172 Duluth Holdings shares in Q4 2025, an estimated $673.
  • Wealthspire Advisors (New York) first reported a position in Duluth Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Duluth Holdings position peaked at $673 in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Duluth Holdings as of Q4 2025.

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