Wellington Management Group’s Atlanticus Holdings ATLC Stock Holding History

Wellington Management Group’s Portfolio ATLC Stock Details ATLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.4M	Sell	522,642 -232,316	-31%	-$18.8M	0.01%	741
2026 Q1	$39.6M	Buy	754,958 +50,676	+7%	+$2.83M	0.01%	802
2025 Q4	$47.2M	Buy	704,282 +249,100	+55%	+$14.7M	0.01%	749
2025 Q3	$26.7M	Buy	455,182 +12,861	+3%	+$777K	﹤0.01%	924
2025 Q2	$24.2M	Buy	442,321 +77,043	+21%	+$4M	﹤0.01%	902
2025 Q1	$18.7M	Buy	365,278 +243,053	+199%	+$13.3M	﹤0.01%	976
2024 Q4	$6.82M	Buy	122,225 +75,068	+159%	+$3.57M	﹤0.01%	1285
2024 Q3	$1.65M	Buy	+47,157	New	+$1.56M	﹤0.01%	1589
2022 Q1	–	Sell	-7,516	Closed	-$536K	–	2109
2021 Q4	$536K	Buy	+7,516	New	+$502K	﹤0.01%	1957

Other funds holding ATLC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group's ATLC Position: Q2 2026 in Review

Wellington Management Group reduced its Atlanticus Holdings (ATLC) stake by 31% in Q2 2026, selling an estimated $18.8M and leaving 522,642 shares worth $53.4M. The position accounts for 0.01% of the portfolio, ranked #741.

Wellington Management Group first reported a position in ATLC in Q4 2021 and has held it in 9 quarters since. 148 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

Wellington Management Group held 522,642 shares of Atlanticus Holdings worth $53.4M as of Q2 2026.
Wellington Management Group sold 232,316 Atlanticus Holdings shares in Q2 2026, an estimated $18.8M.
Atlanticus Holdings made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #741 holding.
Wellington Management Group first reported a position in Atlanticus Holdings in Q4 2021 and has held it in 9 quarters since.
148 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.