Bank of America
WLTH

Bank of America’s Wealthfront Corp WLTH Stock Holding History

Bank of America’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 		$6.87M Buy
743,163
+695,555
+1,461% +$6.36M ﹤0.01% 3223
2025
Q4 		$647K Buy
+47,608
New +$632K ﹤0.01% 4774

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $129M AUM
RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Bank of America's WLTH Position: Q1 2026 in Review

Bank of America increased its Wealthfront Corp (WLTH) stake by 1,461% in Q1 2026, buying an estimated $6.36M and bringing the position to 743,163 shares worth $6.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

Bank of America first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Bank of America held 743,163 shares of Wealthfront Corp worth $6.87M as of Q1 2026.
  • Bank of America bought 695,555 Wealthfront Corp shares in Q1 2026, an estimated $6.36M.
  • Wealthfront Corp made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3223 holding.
  • Bank of America first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.