Position in SOFI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$15,308
-$10,688 QoQ
Shares Held
964
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026WPG Advisers, LLC holds $744,331 across 16 Credit Services names. SOFI ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,070 | $323,396 | |
| 2 | MA |
Mastercard Inc
|
368 | $183,874 | |
| 3 | AXP |
American Express Co
|
210 | $63,520 | |
| 4 | COF |
Capital One Financial Corp
|
265 | $48,343 | |
| 5 | ALLY |
Ally Financial Inc.
|
837 | $32,835 | |
| 6 | WU |
Western Union CO
|
3,189 | $27,839 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
964 | $15,308 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
70 | $13,160 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,308 | 964 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $25,996 | 993 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $26,235 | 993 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,261 | 893 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,978 | 858 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||