CA
WLTH

Clearstead Advisors’s Wealthfront Corp WLTH Stock Holding History

Clearstead Advisors’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 		$126 Buy
+14
New +$146 ﹤0.01% 3309

Other funds holding WLTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Deutsche Bank
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

Clearstead Advisors's WLTH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 14 shares worth $126. The stake represents ﹤0.01% of the portfolio and ranks #3309 among its holdings.

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

  • Clearstead Advisors held 14 shares of Wealthfront Corp worth $126 as of Q2 2026.
  • Wealthfront Corp was a new Clearstead Advisors position in Q2 2026.
  • Wealthfront Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3309 holding.
  • 33 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.