Barclays
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Barclays’s Wealthfront Corp WLTH Stock Holding History

Barclays’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
Q3 		$375K Buy
36,080
+30,389
+534% +$290K ﹤0.01% 3622
2026
Q2 		$50.9K Sell
5,691
-24,795
-81% -$258K ﹤0.01% 4314
2026
Q1 		$282K Buy
30,486
+20,450
+204% +$187K ﹤0.01% 3503
2025
Q4 		$136K Buy
+10,036
New +$133K ﹤0.01% 4482

Other funds holding WLTH

IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays's WLTH Position: Q3 2026 in Review

Barclays increased its Wealthfront Corp (WLTH) stake by 534% in Q3 2026, buying an estimated $290K and bringing the position to 36,080 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #3622.

Barclays first reported a position in WLTH in Q4 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold WLTH as of Q3 2026.

  • Barclays held 36,080 shares of Wealthfront Corp worth $375K as of Q3 2026.
  • Barclays bought 30,389 Wealthfront Corp shares in Q3 2026, an estimated $290K.
  • Wealthfront Corp made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #3622 holding.
  • Barclays first reported a position in Wealthfront Corp in Q4 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Wealthfront Corp as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.