WPG Advisers’s XP XP Stock Holding History

WPG Advisers’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-180	Closed	-$2.95K	–	1537
2025 Q4	$2.95K	Buy	180 +47	+35%	+$827	﹤0.01%	1029
2025 Q3	$2.5K	Buy	+133	New	+$2.38K	﹤0.01%	1080

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WPG Advisers's XP Position: Q1 2026 in Review

WPG Advisers sold out of XP (XP) in Q1 2026, closing a stake of 180 shares — an estimated $2.95K sold.

WPG Advisers first reported a position in XP in Q3 2025 and held it in 2 quarters. The position peaked at $2.95K in Q4 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

WPG Advisers reported no remaining XP position as of Q1 2026 after selling out during the quarter.
WPG Advisers sold 180 XP shares in Q1 2026, an estimated $2.95K.
WPG Advisers first reported a position in XP in Q3 2025 and held it in 2 quarters.
WPG Advisers's XP position peaked at $2.95K in Q4 2025.
356 funds tracked by Wall St. Rank held XP as of Q1 2026.

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