WA
SWI

Whipplewood Advisors’s SolarWinds Corporation Common Stock SWI Stock Holding History

Whipplewood Advisors’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-49
Closed -$698 – 1240
2024
Q4 		$698 Buy
+49
New +$661 ﹤0.01% 1072

Other funds holding SWI

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whipplewood Advisors's SWI Position: Q1 2025 in Review

Whipplewood Advisors sold out of SolarWinds Corporation Common Stock (SWI) in Q1 2025, closing a stake of 49 shares — an estimated $698 sold.

Whipplewood Advisors first reported a position in SWI in Q4 2024 and held it in 1 quarter. The position peaked at $698 in Q4 2024. 197 funds tracked by Wall St. Rank hold SWI as of Q1 2025.

  • Whipplewood Advisors reported no remaining SolarWinds Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 49 SolarWinds Corporation Common Stock shares in Q1 2025, an estimated $698.
  • Whipplewood Advisors first reported a position in SolarWinds Corporation Common Stock in Q4 2024 and held it in 1 quarter.
  • Whipplewood Advisors's SolarWinds Corporation Common Stock position peaked at $698 in Q4 2024.
  • 197 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.