WANY
DXYZ

Wealthspire Advisors (New York)’s Destiny Tech100 DXYZ Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-186
Closed -$3.96K – 2976
2025
Q3 		$3.96K Buy
+186
New +$5.55K ﹤0.01% 2410

Other funds holding DXYZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Destiny Tech100 (DXYZ) in Q4 2025, closing a stake of 186 shares — an estimated $3.96K sold.

Wealthspire Advisors (New York) first reported a position in DXYZ in Q3 2025 and held it in 1 quarter. The position peaked at $3.96K in Q3 2025. 86 funds tracked by Wall St. Rank hold DXYZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Destiny Tech100 position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 186 Destiny Tech100 shares in Q4 2025, an estimated $3.96K.
  • Wealthspire Advisors (New York) first reported a position in Destiny Tech100 in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Destiny Tech100 position peaked at $3.96K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Destiny Tech100 as of Q4 2025.

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