Wealthspire Advisors (New York)’s Trade Desk TTD Stock Holding History

Wealthspire Advisors (New York)’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 Q2	$224K	Buy	+12,375	New	+$263K	﹤0.01%	1123
2026 Q1	–	Sell	-5,933	Closed	-$225K	–	1093
2025 Q4	$225K	Buy	5,933 +5,387	+987%	+$239K	﹤0.01%	922
2025 Q3	$26.8K	Buy	+546	New	+$34.6K	﹤0.01%	1524
2024 Q3	–	Sell	-6,128	Closed	-$599K	–	770
2024 Q2	$599K	Buy	+6,128	New	+$553K	0.01%	395
2021 Q2	–	Sell	-5,550	Closed	-$362K	–	643
2021 Q1	$362K	Buy	5,550 +1,480	+36%	+$114K	0.01%	495
2020 Q4	$326K	Buy	4,070 +130	+3%	+$9.82K	0.01%	416
2020 Q3	$204K	Buy	+3,940	New	+$180K	0.01%	303
2019 Q1	–	Sell	-70	Closed	-$1K	–	731
2018 Q4	$1K	Buy	+70	New	+$876	﹤0.01%	842

Other funds holding TTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s TTD Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Trade Desk (TTD) in Q2 2026: 12,375 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in TTD as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in TTD in Q4 2018 and has held it in 8 quarters since. The position peaked at $599K in Q2 2024. 686 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Wealthspire Advisors (New York) held 12,375 shares of Trade Desk worth $224K as of Q2 2026.
Trade Desk was a new Wealthspire Advisors (New York) position in Q2 2026.
Trade Desk made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1123 holding.
Wealthspire Advisors (New York) first reported a position in Trade Desk in Q4 2018 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Trade Desk position peaked at $599K in Q2 2024.
686 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.