Capricorn Fund Managers’s Wealthfront Corp WLTH Stock Holding History

Capricorn Fund Managers’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	$1.01M	Buy	+112,800	New	+$1.17M	0.08%	139

Other funds holding WLTH

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Capricorn Fund Managers's WLTH Position: Q2 2026 in Review

Capricorn Fund Managers opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 112,800 shares worth $1.01M. The stake represents 0.08% of the portfolio and ranks #139 among its holdings.

11 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

Capricorn Fund Managers held 112,800 shares of Wealthfront Corp worth $1.01M as of Q2 2026.
Wealthfront Corp was a new Capricorn Fund Managers position in Q2 2026.
Wealthfront Corp made up 0.08% of Capricorn Fund Managers's portfolio in Q2 2026, its #139 holding.
11 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.