Wheels Up Experience Ownership | Who Owns Wheels Up Experience?
Wheels Up Experience Ownership Summary
Wheels Up Experience is owned by 81.84% institutional investors, 12.76% insiders, and 5.40% retail investors. Whitebox advisors is the largest institutional shareholder, holding 2.82% of UP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.45% of its assets in Wheels Up Experience shares.
UP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wheels Up Experience | 81.84% | 12.76% | 5.40% |
| Sector | Industrials Stocks | 67.86% | 16.45% | 15.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whitebox advisors | 1.02M | 2.82% | $9.16M |
| Vanguard group | 3.88M | 0.56% | $2.55M |
| Aster capital management (difc) | 118.07K | 0.33% | $126.34K |
| Sixth street partners management company | 35.48K | 0.10% | $318.28K |
| Ieq capital | 30.00K | 0.08% | $269.10K |
| Gsa capital partners llp | 18.92K | 0.05% | $170.00K |
| Militia capital partners, lp | 349.79K | 0.05% | $643.62K |
| New york state common retirement fund | 11.00K | 0.03% | $98.67K |
| Susquehanna group, llp | 150.76K | 0.02% | $77.87K |
| Citadel advisors | 49.56K | 0.01% | $25.60K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Militia capital partners, lp | 349.79K | 0.30% | $643.62K |
| Whitebox advisors | 1.02M | 0.12% | $9.16M |
| Aster capital management (difc) | 118.07K | 0.03% | $126.34K |
| Unconventional investor | 16.67K | 0.02% | $31.50K |
| Audent global asset management | 16.21K | 0.02% | $29.82K |
| Gsa capital partners llp | 18.92K | 0.01% | $170.00K |
| Ieq capital | 30.00K | 0.00% | $269.10K |
| Engineers gate manager lp | 19.77K | 0.00% | $36.38K |
| Quarry lp | 212.00 | 0.00% | $1.90K |
| Gables capital management | 53.00 | 0.00% | $476.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Whitebox advisors | 1.02M | 0.12% | 1.02M |
| Militia capital partners, lp | 349.79K | 0.30% | 349.79K |
| Vanguard group | 3.88M | - | 267.91K |
| Aster capital management (difc) | 118.07K | 0.03% | 118.07K |
| Wolverine trading | 45.12K | 0.00% | 45.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Delta air lines | - | - | -263.37M |
| Knighthead capital management | - | - | -258.17M |
| Kore advisors lp | - | - | -15.19M |
| Masters capital management | - | - | -4.00M |
| Vanguard capital management | - | - | -3.24M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Whitebox advisors | 1.02M | 0.12% | 1.02M | $9.16M |
| Militia capital partners, lp | 349.79K | 0.30% | 349.79K | $643.62K |
| Aster capital management (difc) | 118.07K | 0.03% | 118.07K | $126.34K |
| Wolverine trading | 45.12K | 0.00% | 45.12K | $82.56K |
| Sixth street partners management company | 35.48K | - | 35.48K | $318.28K |
Sold Out
| Holder | Change |
|---|---|
| Tradewinds capital management | -6.00 |
| Optiver b.v. | -10.00 |
| Newbridge financial services group | -10.00 |
| Bear mountain capital | -12.00 |
| Ancora advisors | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 64 | -37.25% | 29,623,433 | -94.64% | 81 | 1.40% | 29 | -35.56% | 34 | 54.55% |
| Mar 31, 2026 | 99 | 5.32% | 552,654,623 | 85.66% | 78 | 4.32% | 43 | 16.22% | 21 | -8.70% |
| Dec 31, 2025 | 43 | -64.75% | 8,057,260 | -97.28% | 1 | 64154.25% | 15 | -64.29% | 10 | -69.70% |
| Sep 30, 2025 | 54 | -53.85% | 7,938,531 | -97.37% | - | 60.88% | 18 | -69.49% | 12 | -52.00% |
| Jun 30, 2025 | 115 | -2.54% | 301,946,006 | 1279.77% | 43 | 444625200.00% | 60 | 36.36% | 24 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 164.94K | 0.45% | 46.78K |
| Vanguard Morn Total Stk Mkt Idx Investor | 164.94K | 0.45% | 46.78K |
| Vanguard MStar Total Stk Mkt Idx Invest | 164.94K | 0.45% | - |
| iShares Russell 2000 ETF | 123.66K | 0.34% | -2.21K |
| Inspire Small/Mid Cap ETF | 80.38K | 0.22% | - |
| iShares Russell 2000 Value ETF | 76.67K | 0.21% | - |
| Russell 2000 Equity Index Fund B | 59.94K | 0.17% | 59.94K |
| Russell 2000 Index Non-Lendable Fund | 59.94K | 0.17% | 59.94K |
| Vanguard Institutional Extnd Mkt Idx Tr | 48.55K | 0.13% | - |
| Fidelity Small Cap Index | 915.22K | 0.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 08, 2026 | Wells Meaghan Danielle | Chief Growth Officer | Sell | $4.05K |
| Aug 31, 2026 | CK Wheels LLC | - | Sell | $43.16K |
| Aug 10, 2026 | Wells Meaghan Danielle | Chief Growth Officer | Sell | $23.58K |
| Jun 23, 2026 | CK Wheels LLC | - | Sell | $700.00 |
| Jun 18, 2026 | CK Wheels LLC | - | Sell | $221.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | 4 | 7 |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 8 |
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