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WPG Advisers’s SoFi Technologies SOFI Stock Holding History

WPG Advisers’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9K Sell
777
-187
-19% -$3.17K 0.01% 663
2026
Q1 		$15.3K Sell
964
-29
-3% -$611 0.01% 557
2025
Q4 		$26K Hold
993
– – 0.02% 443
2025
Q3 		$26.2K Buy
993
+100
+11% +$2.37K 0.02% 444
2025
Q2 		$16.3K Buy
893
+35
+4% +$462 0.01% 530
2025
Q1 		$9.98K Buy
+858
New +$12.4K 0.01% 647

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WPG Advisers's SOFI Position: Q2 2026 in Review

WPG Advisers reduced its SoFi Technologies (SOFI) stake by 19% in Q2 2026, selling an estimated $3.17K and leaving 777 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #663.

WPG Advisers first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.2K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • WPG Advisers held 777 shares of SoFi Technologies worth $13.9K as of Q2 2026.
  • WPG Advisers sold 187 SoFi Technologies shares in Q2 2026, an estimated $3.17K.
  • SoFi Technologies made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #663 holding.
  • WPG Advisers first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • WPG Advisers's SoFi Technologies position peaked at $26.2K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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