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Whipplewood Advisors’s Green Dot GDOT Stock Holding History

Whipplewood Advisors’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-88
Closed -$987 – 819
2026
Q1 		$987 Buy
+88
New +$1.04K ﹤0.01% 899
2025
Q3 		– Sell
-383
Closed -$4.13K – 645
2025
Q2 		$4.13K Sell
383
-38,749
-99% -$350K ﹤0.01% 731
2025
Q1 		$2.06K Buy
39,132
+39,037
+41,092% +$331K ﹤0.01% 880
2024
Q4 		$1.01K Buy
+95
New +$1.05K ﹤0.01% 1018

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Whipplewood Advisors's GDOT Position: Q2 2026 in Review

Whipplewood Advisors sold out of Green Dot (GDOT) in Q2 2026, closing a stake of 88 shares — an estimated $987 sold.

Whipplewood Advisors first reported a position in GDOT in Q4 2024 and held it in 4 quarters. The position peaked at $4.13K in Q2 2025. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Whipplewood Advisors reported no remaining Green Dot position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 88 Green Dot shares in Q2 2026, an estimated $987.
  • Whipplewood Advisors first reported a position in Green Dot in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Green Dot position peaked at $4.13K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.