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
Q2 		$447K Hold
50,000
– – ﹤0.01% 1348
2026
Q1 		$463K Buy
+50,000
New +$457K ﹤0.01% 1225

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $125M AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Caption Management's WLTH Position: Q2 2026 in Review

Caption Management held its Wealthfront Corp (WLTH) position steady in Q2 2026 at 2,500 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Caption Management first reported a position in WLTH in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.1K in Q1 2026. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Caption Management held 2,500 shares of Wealthfront Corp worth $22.4K as of Q2 2026.
  • Caption Management left its Wealthfront Corp share count unchanged in Q2 2026.
  • Wealthfront Corp made up ﹤0.01% of Caption Management's portfolio in Q2 2026, its #1571 holding.
  • Caption Management first reported a position in Wealthfront Corp in Q1 2026 and has held it in 2 quarters since.
  • Caption Management's Wealthfront Corp position peaked at $23.1K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.