Cohen & Steers’s Wealthfront Corp WLTH Stock Holding History

Cohen & Steers’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	–	Sell	-20,000	Closed	-$272K	–	484
2025 Q4	$272K	Buy	+20,000	New	+$265K	﹤0.01%	336

Other funds holding WLTH

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cohen & Steers's WLTH Position: Q1 2026 in Review

Cohen & Steers sold out of Wealthfront Corp (WLTH) in Q1 2026, closing a stake of 20,000 shares — an estimated $272K sold.

Cohen & Steers first reported a position in WLTH in Q4 2025 and held it in 1 quarter. The position peaked at $272K in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

Cohen & Steers reported no remaining Wealthfront Corp position as of Q1 2026 after selling out during the quarter.
Cohen & Steers sold 20,000 Wealthfront Corp shares in Q1 2026, an estimated $272K.
Cohen & Steers first reported a position in Wealthfront Corp in Q4 2025 and held it in 1 quarter.
Cohen & Steers's Wealthfront Corp position peaked at $272K in Q4 2025.
99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Cohen & Steers's 13F filing for Q1 2026, filed 15 May 2026.