Caprock Group’s Wealthfront Corp WLTH Stock Holding History

Caprock Group’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	$149K	Buy	+16,700	New	+$174K	﹤0.01%	1190

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

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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

Caprock Group's WLTH Position: Q2 2026 in Review

Caprock Group opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 16,700 shares worth $149K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings.

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

Caprock Group held 16,700 shares of Wealthfront Corp worth $149K as of Q2 2026.
Wealthfront Corp was a new Caprock Group position in Q2 2026.
Wealthfront Corp made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1190 holding.
17 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.