CM
WLTH

Caption Management’s Wealthfront Corp WLTH Stock Holding History

Caption Management’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 		$23.1K Buy
+2,500
New +$22.9K ﹤0.01% 1453

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

Caption Management's WLTH Position: Q1 2026 in Review

Caption Management opened a new position in Wealthfront Corp (WLTH) in Q1 2026: 2,500 shares worth $23.1K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings.

99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Caption Management held 2,500 shares of Wealthfront Corp worth $23.1K as of Q1 2026.
  • Wealthfront Corp was a new Caption Management position in Q1 2026.
  • Wealthfront Corp made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1453 holding.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.