Adage Capital Partners
WLTH icon

Adage Capital Partners’s Wealthfront Corp WLTH Stock Holding History

Adage Capital Partners’s Portfolio WLTH Stock Details WLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33,400
Closed -$309K – 1109
2026
Q1 		$309K Sell
33,400
-858,200
-96% -$7.85M ﹤0.01% 896
2025
Q4 		$12.1M Buy
+891,600
New +$11.8M 0.02% 625

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BlackRock
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RMC
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Adage Capital Partners's WLTH Position: Q2 2026 in Review

Adage Capital Partners sold out of Wealthfront Corp (WLTH) in Q2 2026, closing a stake of 33,400 shares — an estimated $309K sold.

Adage Capital Partners first reported a position in WLTH in Q4 2025 and held it in 2 quarters. The position peaked at $12.1M in Q4 2025. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Adage Capital Partners reported no remaining Wealthfront Corp position as of Q2 2026 after selling out during the quarter.
  • Adage Capital Partners sold 33,400 Wealthfront Corp shares in Q2 2026, an estimated $309K.
  • Adage Capital Partners first reported a position in Wealthfront Corp in Q4 2025 and held it in 2 quarters.
  • Adage Capital Partners's Wealthfront Corp position peaked at $12.1M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.