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Wellspring Financial Advisors’s Tradeweb Markets TW Stock Holding History

Wellspring Financial Advisors’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Buy
2,295
+136
+6% +$14.8K 0.02% 248
2026
Q1 		$254K Buy
2,159
+96
+5% +$11K 0.02% 235
2025
Q4 		$222K Buy
+2,063
New +$221K 0.02% 249

Other funds holding TW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wellspring Financial Advisors's TW Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Tradeweb Markets (TW) stake by 6.3% in Q2 2026, buying an estimated $14.8K and bringing the position to 2,295 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #248.

Wellspring Financial Advisors first reported a position in TW in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q1 2026. 93 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Wellspring Financial Advisors held 2,295 shares of Tradeweb Markets worth $229K as of Q2 2026.
  • Wellspring Financial Advisors bought 136 Tradeweb Markets shares in Q2 2026, an estimated $14.8K.
  • Tradeweb Markets made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #248 holding.
  • Wellspring Financial Advisors first reported a position in Tradeweb Markets in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Tradeweb Markets position peaked at $254K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.