Wheels UP Experience Inc (UP)

CUSIP: 96328L304 | NYSE | 68 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13D/A Delta AIR Lines, Inc.	13,168,465	36.2%	Unchanged	Nov 4, 2026	13,168,465 sh (Jun 30, 2026)
13G/AWhitebox Advisors LLC	1,021,597	2.8%

Institutional Holders — Q3 2026

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Instrumental Wealth, LLC29,710

0.0% of portfolio$95.7K

J. Derek Lewis & Associates Inc.15,850

0.0% of portfolio$51.0K

Anchyra Partners LLC11,277

0.0% of portfolio$36.3K

State of Wyoming6,404

0.0% of portfolio$20.6K

Citigroup Inc2,719

0.0% of portfolio$8.8K

Barclays PLC2,186

0.0% of portfolio$7.0K

Farther Finance Advisors, LLC910

0.0% of portfolio$2.9K

Gamma Investing LLC374

0.0% of portfolio$1.2K

SBI Securities Co., Ltd.310

0.0% of portfolio$998

SJS Investment Consulting Inc.287

0.0% of portfolio$925

Sterling Capital Management LLC106

0.0% of portfolio$341

WPG Advisers, LLC73

0.0% of portfolio$235

IFP Advisors, Inc61

0.0% of portfolio$196

Gables Capital Management Inc.53

0.0% of portfolio$171

Caitong International Asset Management Co., Ltd39

0.0% of portfolio$126

EverSource Wealth Advisors, LLC33

0.0% of portfolio$106

Investors Research Corp20

0.0% of portfolio$64

Provenance Wealth Advisors, LLC6

0.0% of portfolio$19

Essential Partners LLC4

0.0% of portfolio$13

Fifth Third Bancorp1

0.0% of portfolio$3

				Style	Turnover	Location	Filed
Instrumental Wealth, LLC	29,710	$95.7K	0.0%	ETF	Low	Tampa, FL	2026-10-20
J. Derek Lewis & Associates Inc.	15,850	$51.0K	0.0%	ETF	Low	Newport Beach, CA	2026-11-03
Anchyra Partners LLC	11,277	$36.3K	0.0%	Core	Low	Atlanta, GA	2026-10-13
State of Wyoming	6,404	$20.6K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Citigroup Inc	2,719	$8.8K	0.0%	Core	Medium	New York, NY	2026-11-04
Barclays PLC	2,186	$7.0K	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Farther Finance Advisors, LLC	910	$2.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Gamma Investing LLC	374	$1.2K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
SBI Securities Co., Ltd.	310	$998	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
SJS Investment Consulting Inc.	287	$925	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Sterling Capital Management LLC	106	$341	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
WPG Advisers, LLC	73	$235	0.0%	Core	Low	Baltimore, MD	2026-10-27
IFP Advisors, Inc	61	$196	0.0%	Growth	Low	Tampa, FL	2026-10-16
Gables Capital Management Inc.	53	$171	0.0%	Growth	Very Low	Miami, FL	2026-11-04
Caitong International Asset Management Co., Ltd	39	$126	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
EverSource Wealth Advisors, LLC	33	$106	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Investors Research Corp	20	$64	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Provenance Wealth Advisors, LLC	6	$19	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Essential Partners LLC	4	$13	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Fifth Third Bancorp	1	$3	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05