AS
WLTH

Alex Sacerdote’s Wealthfront Corp WLTH Stock Holding History

Alex Sacerdote’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
Q1 		– Sell
-1,600,000
Closed -$21.7M – 43
2025
Q4 		$21.7M Buy
+1,600,000
New +$21.2M 0.28% 31

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $125M AUM
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Alex Sacerdote's WLTH Position: Q1 2026 in Review

Alex Sacerdote sold out of Wealthfront Corp (WLTH) in Q1 2026, closing a stake of 1,600,000 shares — an estimated $21.7M sold.

Alex Sacerdote first reported a position in WLTH in Q4 2025 and held it in 1 quarter. The position peaked at $21.7M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Alex Sacerdote reported no remaining Wealthfront Corp position as of Q1 2026 after selling out during the quarter.
  • Alex Sacerdote sold 1,600,000 Wealthfront Corp shares in Q1 2026, an estimated $21.7M.
  • Alex Sacerdote first reported a position in Wealthfront Corp in Q4 2025 and held it in 1 quarter.
  • Alex Sacerdote's Wealthfront Corp position peaked at $21.7M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Whale Rock Capital Management's 13F filing for Q1 2026, filed 15 May 2026.