Bank of New York Mellon
WLTH

Bank of New York Mellon’s Wealthfront Corp WLTH Stock Holding History

Bank of New York Mellon’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 		$712K Buy
79,624
+16,132
+25% +$168K ﹤0.01% 3562
2026
Q1 		$587K Buy
+63,492
New +$581K ﹤0.01% 3522

Other funds holding WLTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
CFM
Catalyst Funds Management Sydney NSW, Australia $1.78B AUM 107.3% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon's WLTH Position: Q2 2026 in Review

Bank of New York Mellon increased its Wealthfront Corp (WLTH) stake by 25% in Q2 2026, buying an estimated $168K and bringing the position to 79,624 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Bank of New York Mellon first reported a position in WLTH in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Bank of New York Mellon held 79,624 shares of Wealthfront Corp worth $712K as of Q2 2026.
  • Bank of New York Mellon bought 16,132 Wealthfront Corp shares in Q2 2026, an estimated $168K.
  • Wealthfront Corp made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3562 holding.
  • Bank of New York Mellon first reported a position in Wealthfront Corp in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.