Aster Capital Management’s Wealthfront Corp WLTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-12,425
Closed -$111K – 1383
2026
Q2
$111K Buy
+12,425
New +$129K 0.02% 483
2026
Q1
– Sell
-1,491
Closed -$20.3K – 1464
2025
Q4
$20.3K Buy
+1,491
New +$19.8K 0.01% 630

Other funds holding WLTH

Aster Capital Management's WLTH Position: Q3 2026 in Review

Aster Capital Management sold out of Wealthfront Corp (WLTH) in Q3 2026, closing a stake of 12,425 shares — an estimated $111K sold.

Aster Capital Management first reported a position in WLTH in Q4 2025 and held it in 2 quarters. The position peaked at $111K in Q2 2026. 64 funds tracked by Wall St. Rank hold WLTH as of Q3 2026.

  • Aster Capital Management reported no remaining Wealthfront Corp position as of Q3 2026 after selling out during the quarter.
  • Aster Capital Management sold 12,425 Wealthfront Corp shares in Q3 2026, an estimated $111K.
  • Aster Capital Management first reported a position in Wealthfront Corp in Q4 2025 and held it in 2 quarters.
  • Aster Capital Management's Wealthfront Corp position peaked at $111K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Wealthfront Corp as of Q3 2026.

Based on Aster Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.