WMG Financial Advisors, LLC UPST — UPSTART HLDGS INC

Ownership history in WMG Financial Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

WMG Financial Advisors, LLC reported UPSTART HLDGS INC (UPST) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.36% in 2023 Q4. The latest visible filing shows UPST at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WMG Financial Advisors, LLC's position in UPSTART HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UPST was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPST stock page WMG Financial Advisors, LLC fund profile WMG Financial Advisors, LLC full holdings
How WMG Financial Advisors, LLC held UPST — position size vs. price
% of Fund (quarterly)    UPST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 25,727 +8,265 +47.3% 0.28% $660K 2026-04-23 $32.82
2025 Q4 ADDED — — — 17,462 +1,600 +10.1% 0.31% $764K 2026-01-28 $43.17
2025 Q3 REDUCED 14.3% -8.3% ✅ 15,862 -2,650 -14.3% 0.27% $806K 2025-10-23 $52.10
2025 Q2 REDUCED — — — 18,512 -650 -3.4% 0.44% $1.2M 2025-07-24 $82.70
2025 Q1 REDUCED 9.7% +40.5% ❌ 19,162 -2,050 -9.7% 0.38% $882K 2025-05-06 $51.40
2024 Q4 REDUCED 51.9% -25.2% ✅ 21,212 -22,895 -51.9% 0.56% $1.3M 2025-02-06 $65.14
2024 Q3 ADDED — — — 44,107 +375 +0.9% 0.80% $1.8M 2024-10-31 $48.68
2024 Q2 REDUCED 11.0% +69.6% ❌ 43,732 -5,400 -11.0% 0.55% $1.0M 2024-07-30 $26.03
2024 Q1 REDUCED — — — 49,132 -2,000 -3.9% 0.76% $1.3M 2024-05-07 $24.47
2023 Q4 REDUCED 6.2% -35.3% ✅ 51,132 -3,365 -6.2% 1.36% $2.1M 2024-02-08 $34.31
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UPST

As of 2026 Q1 — sorted by position size

REX Advisers, LLC 2.19% Integrated Financial Solutions, Inc. 0.26% Intellectus Partners, LLC 3Y 7Y 0.14% Kercheville Advisors, LLC 3Y 0.12% REX Advisers, LLC 0.11% Falcon Wealth Planning 3Y 0.05% Gemmer Asset Management LLC 3Y 7Y 0.05% PayPay Securities Corp 3Y 0.04% Capital Advantage, Inc. 3Y 7Y 0.04% REX Advisers, LLC 0.04%

FAQ About WMG Financial Advisors, LLC and UPST

These are the practical questions this page is built to answer before you even open the full history table.

How long has WMG Financial Advisors, LLC reported owning UPST?

WMG Financial Advisors, LLC reported UPST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UPST position in WMG Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for UPST was 1.36% in 2023 Q4.

What is the latest reported UPST position on this page?

The most recent filing on this page is 2026 Q1, when WMG Financial Advisors, LLC reported 25,727 shares, equal to 0.28% of portfolio, with an estimated market value of $660K.

What does the chart on this UPST ownership page compare?

The chart compares WMG Financial Advisors, LLC's quarterly UPST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WMG Financial Advisors, LLC time their UPST position?

Based on 13F filing dates vs. subsequent UPST price moves, WMG Financial Advisors, LLC correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on UPST relative to SPY over the holding period was +39.3%.

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