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WLTH

Chase Coleman’s Wealthfront Corp WLTH Stock Holding History

Chase Coleman’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 		$136M Hold
15,156,877
– – 0.57% 27
2026
Q1 		$140M Hold
15,156,877
– – 0.61% 28
2025
Q4 		$206M Buy
+15,156,877
New +$201M 0.69% 30

Other funds holding WLTH

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Chase Coleman's WLTH Position: Q2 2026 in Review

Chase Coleman held its Wealthfront Corp (WLTH) position steady in Q2 2026 at 15,156,877 shares worth $136M. The position accounts for 0.57% of the portfolio, ranked #27.

Chase Coleman first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $206M in Q4 2025. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Chase Coleman held 15,156,877 shares of Wealthfront Corp worth $136M as of Q2 2026.
  • Chase Coleman left its Wealthfront Corp share count unchanged in Q2 2026.
  • Wealthfront Corp made up 0.57% of Chase Coleman's portfolio in Q2 2026, its #27 holding.
  • Chase Coleman first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
  • Chase Coleman's Wealthfront Corp position peaked at $206M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

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