Catalyst Funds Management’s Wealthfront Corp WLTH Stock Holding History

Catalyst Funds 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	$653K	Buy	+73,072	New	+$761K	0.04%	351

Other funds holding WLTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

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

APM

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

CFM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

YIH

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

Catalyst Funds Management's WLTH Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 73,072 shares worth $653K. The stake represents 0.04% of the portfolio and ranks #351 among its holdings.

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

Catalyst Funds Management held 73,072 shares of Wealthfront Corp worth $653K as of Q2 2026.
Wealthfront Corp was a new Catalyst Funds Management position in Q2 2026.
Wealthfront Corp made up 0.04% of Catalyst Funds Management's portfolio in Q2 2026, its #351 holding.
37 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.