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Wheels Up Experience Ownership | Who Owns Wheels Up Experience?

OverviewForecastRevenueFinancialsChartTranscripts

Wheels Up Experience Ownership Summary

13.40% insiders, and 86.60% retail investors. Unconventional investor is the largest institutional shareholder, holding 0.00% of UP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.64% of its assets in Wheels Up Experience shares.

UP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWheels Up Experience-13.40%86.60%
SectorIndustrials Stocks 60.70%10.27%29.03%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Unconventional investor16.67K0.00%$31.50K
West oak capital25.00-$47.00

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Unconventional investor16.67K0.02%$31.50K
West oak capital25.00-$47.00

Top Buyers

HolderShares% AssetsChange
West oak capital25.00-25.00
Unconventional investor16.67K0.02%-

Top Sellers

HolderShares% AssetsChange
Unconventional investor16.67K0.02%-
West oak capital25.00-25.00

New Positions

HolderShares% AssetsChangeValue
West oak capital25.00-25.00$47.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20242100.00%16,6910.15%-41729.17%1---
Mar 31, 20241-16,666--41600.00%----
Dec 31, 20231-16,666--41666.67%----
Sep 30, 20231-75.00%16,666-52.25%-9550.00%----100.00%
Jun 30, 20234-97.87%34,900-99.97%-0.00%--100.00%2-94.87%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv4.46M0.64%-
iShares Russell 2000 ETF2.34M0.34%-5.26K
Vanguard Institutional Extnd Mkt Idx Tr1.38M0.20%1.07M
Fidelity Small Cap Index924.50K0.13%-15.84K
iShares Russell 2000 Growth ETF864.51K0.12%-
Fidelity Extended Market Index527.59K0.08%415.17K
Schwab US Small-Cap ETF™429.23K0.06%-
Vanguard Russell 2000 ETF408.68K0.06%-2.55K
State St Russell Sm/Mid Cp® Indx NL Cl C408.88K0.06%-18.40K
First Trust Small Cap Gr AlphaDEX® ETF364.73K0.05%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 13, 2024Heltebran Laura Chief Legal OfficerSell$72.17K
Mar 13, 2024Briffa Mark EVP, Charter & CEO Air PartnerSell$14.08K
Nov 15, 2023CK Wheels LLC-Buy$19.76K
Sep 13, 2023Briffa Mark Chief Commercial OfficerSell$36.05K
Jan 03, 2023Smith Todd Lamar Chief Financial OfficerSell$283.90K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2024 Q2--
2024 Q1-2
2023 Q41-

UP Ownership FAQ

Does Blackrock own Wheels Up Experience?

BlackRock is not among the top 10 institutional shareholders of Wheels Up Experience.

Who is Wheels Up Experience’s biggest shareholder by percentage of total assets invested?

Unconventional investor is Wheels Up Experience’s biggest shareholder by percentage of total assets invested, with 0.02% of its assets in 16.67K Wheels Up Experience shares, valued at 31.5K$.

Who is the top mutual fund holder of Wheels Up Experience shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Wheels Up Experience shares, with 0.64% of its total shares outstanding invested in 4.46M Wheels Up Experience shares.

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