WPG Advisers’s Confluent CFLT Stock Holding History

WPG Advisers’s Portfolio CFLT Stock Details CFLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-86	Closed	-$2.6K	–	1490
2025 Q4	$2.6K	Buy	86 +6	+8%	+$147	﹤0.01%	1062
2025 Q3	$1.58K	Hold	80	–	–	﹤0.01%	1183
2025 Q2	$1.99K	Sell	80 -73	-48%	-$1.65K	﹤0.01%	1118
2025 Q1	$3.59K	Sell	153 -27	-15%	-$782	﹤0.01%	973
2024 Q4	$5.03K	Buy	+180	New	+$4.83K	﹤0.01%	815

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

WPG Advisers's CFLT Position: Q1 2026 in Review

WPG Advisers sold out of Confluent (CFLT) in Q1 2026, closing a stake of 86 shares — an estimated $2.6K sold.

WPG Advisers first reported a position in CFLT in Q4 2024 and held it in 5 quarters. The position peaked at $5.03K in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

WPG Advisers reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
WPG Advisers sold 86 Confluent shares in Q1 2026, an estimated $2.6K.
WPG Advisers first reported a position in Confluent in Q4 2024 and held it in 5 quarters.
WPG Advisers's Confluent position peaked at $5.03K in Q4 2024.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.