Wellington Management Group
ATLC icon

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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Wellington Management Group's ATLC Position: Q1 2026 in Review

Wellington Management Group increased its Atlanticus Holdings (ATLC) stake by 7.2% in Q1 2026, buying an estimated $2.83M and bringing the position to 754,958 shares worth $39.6M. The position accounts for 0.01% of the portfolio, ranked #802.

Wellington Management Group first reported a position in ATLC in Q4 2021 and has held it in 8 quarters since. The position peaked at $47.2M in Q4 2025. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • Wellington Management Group held 754,958 shares of Atlanticus Holdings worth $39.6M as of Q1 2026.
  • Wellington Management Group bought 50,676 Atlanticus Holdings shares in Q1 2026, an estimated $2.83M.
  • Atlanticus Holdings made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #802 holding.
  • Wellington Management Group first reported a position in Atlanticus Holdings in Q4 2021 and has held it in 8 quarters since.
  • Wellington Management Group's Atlanticus Holdings position peaked at $47.2M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.