WANY
SEZL

Wealthspire Advisors (New York)’s Sezzle SEZL Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$159 – 2557
2025
Q3 		$159 Buy
+2
New +$230 ﹤0.01% 2964

Other funds holding SEZL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Sezzle (SEZL) in Q4 2025, closing a stake of 2 shares — an estimated $159 sold.

Wealthspire Advisors (New York) first reported a position in SEZL in Q3 2025 and held it in 1 quarter. The position peaked at $159 in Q3 2025. 219 funds tracked by Wall St. Rank hold SEZL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sezzle position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2 Sezzle shares in Q4 2025, an estimated $159.
  • Wealthspire Advisors (New York) first reported a position in Sezzle in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Sezzle position peaked at $159 in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Sezzle as of Q4 2025.

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