Wealthspire Advisors (New York)’s Wheels Up UP Stock Holding History

Wealthspire Advisors (New York)’s Portfolio UP Stock Details UP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.33K	Buy	+516	New	+$6.73K	﹤0.01%	931
2025 Q4	–	Sell	-344	Closed	-$12.7K	–	2792
2025 Q3	$12.7K	Buy	+344	New	+$12.5K	﹤0.01%	1900
2024 Q2	–	Sell	-594	Closed	-$34.1K	–	692
2024 Q1	$34.1K	Hold	594	–	–	﹤0.01%	631
2023 Q4	$40.7K	Sell	594 -210	-26%	-$8.13K	﹤0.01%	637
2023 Q3	$33.3K	Hold	804	–	–	﹤0.01%	588
2023 Q2	$18.8K	Hold	804	–	–	﹤0.01%	558
2023 Q1	$102K	Hold	804	–	–	﹤0.01%	517
2022 Q4	$166K	Hold	804	–	–	﹤0.01%	551
2022 Q3	$185K	Hold	804	–	–	﹤0.01%	483
2022 Q2	$314K	Hold	804	–	–	0.01%	390
2022 Q1	$500K	Hold	804	–	–	0.01%	272
2021 Q4	$746K	Sell	804 -6	-0.7%	-$7K	0.02%	262
2021 Q3	$1.07M	Buy	+810	New	+$1.33M	0.02%	237

Other funds holding UP

DAL

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

KCM

Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Wealthspire Advisors (New York)'s UP Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Wheels Up (UP) in Q1 2026: 516 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in UP as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in UP in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.07M in Q3 2021. 97 funds tracked by Wall St. Rank hold UP as of Q1 2026.

Wealthspire Advisors (New York) held 516 shares of Wheels Up worth $5.33K as of Q1 2026.
Wheels Up was a new Wealthspire Advisors (New York) position in Q1 2026.
Wheels Up made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #931 holding.
Wealthspire Advisors (New York) first reported a position in Wheels Up in Q3 2021 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Wheels Up position peaked at $1.07M in Q3 2021.
97 funds tracked by Wall St. Rank held Wheels Up as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.