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WPG Advisers’s Nu Holdings NU Stock Holding History

WPG Advisers’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7K Sell
1,177
-2,955
-72% -$39.8K 0.01% 620
2026
Q1 		$59.4K Buy
4,132
+586
+17% +$9.5K 0.04% 249
2025
Q4 		$59.4K Buy
3,546
+519
+17% +$8.34K 0.04% 261
2025
Q3 		$48.5K Sell
3,027
-374
-11% -$5.22K 0.04% 297
2025
Q2 		$46.7K Sell
3,401
-299
-8% -$3.58K 0.04% 291
2025
Q1 		$37.9K Sell
3,700
-980
-21% -$11.6K 0.04% 331
2024
Q4 		$48.5K Buy
+4,680
New +$62.2K 0.05% 296

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

WPG Advisers's NU Position: Q2 2026 in Review

WPG Advisers reduced its Nu Holdings (NU) stake by 72% in Q2 2026, selling an estimated $39.8K and leaving 1,177 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #620.

WPG Advisers first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.4K in Q1 2026. 388 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • WPG Advisers held 1,177 shares of Nu Holdings worth $15.7K as of Q2 2026.
  • WPG Advisers sold 2,955 Nu Holdings shares in Q2 2026, an estimated $39.8K.
  • Nu Holdings made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #620 holding.
  • WPG Advisers first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Nu Holdings position peaked at $59.4K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.