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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
WAGN
2 quarters
Position history for CAPTRUST Financial Advisors's holdings in PROFESIONALLY MANAGED PORTFO
Yes. Captrust holds 10,848 shares of WAGN (Profesionally Managed Portfo), worth $149,268, as of its Q2 2026 13F filing. It increased the position by 89 shares (+0.8%) from Q1 2026. Captrust has held WAGN since Q1 2026, across 2 quarterly 13F filings.
Current Value
$149,268
Current Shares
10,848
Total Value Change
-$2,488
Total Shares Change
+89
Quarter-by-Quarter History
Other major holders of WAGN: Stifel Financial Corp., Jane Street Group, LLC, OneDigital Investment Advisors LLC