WS
DXYZ

Wedbush Securities’s Destiny Tech100 DXYZ Stock Holding History

Wedbush Securities’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
2026
Q1 		$703K Buy
26,265
+16,665
+174% +$481K 0.02% 576
2025
Q4 		$294K Buy
+9,600
New +$257K 0.01% 897
2025
Q3 		– Sell
-15,295
Closed -$583K – 1270
2025
Q2 		$583K Sell
15,295
-1,575
-9% -$59.8K 0.02% 582
2025
Q1 		$597K Buy
+16,870
New +$798K 0.02% 549

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Wedbush Securities's DXYZ Position: Q1 2026 in Review

Wedbush Securities increased its Destiny Tech100 (DXYZ) stake by 174% in Q1 2026, buying an estimated $481K and bringing the position to 26,265 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #576.

Wedbush Securities first reported a position in DXYZ in Q1 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Wedbush Securities held 26,265 shares of Destiny Tech100 worth $703K as of Q1 2026.
  • Wedbush Securities bought 16,665 Destiny Tech100 shares in Q1 2026, an estimated $481K.
  • Destiny Tech100 made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #576 holding.
  • Wedbush Securities first reported a position in Destiny Tech100 in Q1 2025 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.